Estate Planning Associate, Private Client Services
BCG Attorney Search
BCG Attorney Search in West Palm Beach, FL seeks an associate attorney with 2–4 years of experience to join its Private Client Services Practice Group. The successful candidate will collaborate with partners and gain exposure to estate planning, estate and gift taxation, and estate and trust administration. Applicants must be a member of the Florida Bar, hold a JD, and demonstrate strong academics, analytical and communication skills, with the ability to work well in a team. #J-18808-Ljbffr BCG Attorney Search
- Shutts & Bowen LLP, a full service AmLaw 200 law firm, seeks an associate for its West Palm Beach office. Candidates... ...and be knowledgeable in estate planning and related practices. The role offers... ...emphasizes individual value and client service. #J-18808-Ljbffr Shutts...Private clientWork at office
$160k - $199k
...firm that provides an integrated suite of services customized to fit the needs of high-net... ...Our mission is to provide exceptional client services. Our professionals help our... ...management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5 weeks...Private clientWork at office$160k - $199k
...Tax Manager to handle an existing portfolio of high-net-worth clients, ensuring their tax compliance and management during the busy season... ...including mentoring staff and providing exceptional client service. The role offers a competitive salary in the range of $160,000...Private client$170k - $220k
...UHNW, Trusts, Estates, Gift tax This Jobot Job is hosted... ...integrated suite of services customized to fit the... ...provide exceptional client services. Our professionals... ...advising, and estate planning. Why join us? 216... ...position is part of our Private Client Services group...Private clientWork at officeLocal area- BCG Attorney Search is looking for a Private Client Trusts & Estates Associate/Senior Associate to join its office in West Palm Beach, FL. This role involves complex estate planning and administration, providing opportunities to engage with high-net-worth clients. The...Private clientWork at officeRemote work
$160k - $199k
...Master's in Accounting or Taxation. We offer a competitive salary between $160,000 and $199,000 annually, generous PTO policies, and a comprehensive benefits package including 401k matching. Join us to help clients achieve their financial goals. #J-18808-Ljbffr LeoForcePrivate client- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion...Private clientPrivate practiceLocal area
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in cultivating client relationships and handling routine account tasks. The role emphasizes accurate processing, client education, and timely service...Private clientWork at office
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...Private client
- EisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role... ...tax returns, building client relationships, and mentoring associates. Join a merit-based employer committed to professional growth...Private clientPrivate practice
- ...Citi Private Bank - Uhnw Private Banker - Director / Md Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and... ...Bank client relationships (solutions and services) in an intensely competitive fragmented...Private client
- Job Overview We are seeking a Tax Manager to join the Private Client Services (PCS) practice. The role involves overseeing multiple client engagements... ...billing for self and team. Train, supervise, and develop associates and seniors. Analyze clients’ businesses and complete...Private clientPrivate practiceWork at officeLocal area3 days per week
- ...among professional services organizations. You... ...extraordinary clients spanning every industry... ...Managers in our Private Client Services (PCS... ..., Trusts and Estates. Managers can expect... ...evaluate Intern, Associate and Senior... ...buy/sell agreement planning, etc. The Requirements...Private clientWork experience placementInternshipPrivate practiceLocal area
- ...& Bowen LLP is a full service, AmLaw 200 law firm that... ...practice areas to its clients locally, nationally... ...office is seeking an associate with 2 to 4 years of experience to join its Private Client Services Practice... ...experience in the areas of estate planning, estate and gift...Private clientPrivate practiceWork at office
$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...migration and citizenship planning. Why choose Henley & Partners... ...to deliver exceptional service to our clients. Dynamic and... ...let talk about you! As a Private Client Advisor you'll be an ambassador...Private clientWork at officeFlexible hours- ...Miami / Palm Beach | Hybrid Trusts & Estates Associate Attorney AmLaw 200 Opportunity... ...family offices on sophisticated estate planning, wealth transfer, trust administration... ...Why This Opportunity Sophisticated private client and wealth planning practice Exposure...Private client
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...health & benefits, retirement, and private client insurance solutions to organizations... ...North America, we combine the personalized service model of a local consultant with the...Private clientLocal areaNight shift
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate... ...individuals and families on estate planning and administration, including succession... ...Strong written, verbal, and client service skills Team-oriented with ability...Private clientPrivate practiceWork at officeRemote work2 days per week
- Registered Client Service Associates help shape the future of service by modernizing the client experience... ...movement transactions and handling estate needs as examples Input orders at the... ...Financial Advisors Prepare financial plans, client reports, and other materials...Private clientWork at officeLocal area
- ...located in West Palm Beach, FL We are seeking a highly creative, client-facing, and experienced Event Designer, who can both design... ...relationships with luxury planners, venues, hotels, and private clients Generate and close new business opportunities Attend...Private client
- ## Senior Associate Tax Services- High Net Worth Individuals/International... ...firm, providing clients with a genuine coast-... ...Associate in our Private Client Services International... ..., consulting, and planning services tailored to... ...with international estate, gift, and trust...Private clientLocal areaWorldwide
- ...solutions. The ideal candidate will have a proven track record in client acquisition, cultivating and maintaining relationships while... ...Series 7 and 66 licenses, and a commitment to client-centered planning. A competitive rewards package, including health care and retirement...Private client
$110k - $140k
...Jobot Job is hosted by: Albert Simons Salary: $110,000 - $140,000 per year A Bit About Us Are you someone who prefers to focus on client service vs worrying about billable hours or business development? Are you seeking a better work‑life balance, different opportunities,...Summer workLocal areaFlexible hours- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare... ...compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...Private client
- ...Management in West Palm Beach, FL, is seeking a full-time Client Relationship Manager/Financial Planner. In this role,... ...high-net-worth clients to deliver excellent financial planning and investment management services. The ideal candidate will have 3-5 years of experience...Full time
- ...Retirement Plan Consultant Corebridge Financial helps people make some of the most... ...difficult moments through the solutions and services we provide. We do this through our broad... ...solutions for a brighter future through our client centered service, breadth of product...Local areaImmediate start
- ...Financial Partners is seeking a highly motivated Associate, Client Advisor in West Palm Beach, FL. You will... ...to implement and manage strategic financial plans for ultra-high-net-worth clients, ensuring exceptional service and attention to detail. The ideal candidate...
$52.6k - $98k
...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...00 offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wageLocal areaNight shift- Jobot is seeking professionals for a hybrid schedule position focused on providing exceptional client service. Ideal candidates will have at least 4 years in a public accounting tax role and a BS/BA in accounting or a related field. We offer competitive pay, 75% paid benefits...Summer workFlexible hours
- ...unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &... ...the Business Development Associate is to partner with the... ...well as individualized plans designed to win new clients... ..., core products and services, and Glenmede requirements...Private clientWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning Associate, Private Client Services. Be the first to apply!
- realtor West Palm Beach, FL
- property management specialist West Palm Beach, FL
- estate agent West Palm Beach, FL
- real estate salesperson West Palm Beach, FL
- title examiner West Palm Beach, FL
- property management associate West Palm Beach, FL
- real estate agent West Palm Beach, FL
- real estate broker West Palm Beach, FL
- apartment locator West Palm Beach, FL
- retail planner West Palm Beach, FL


