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- ...tax-oriented estate and trust planning, wealth management, and family office administration. Responsibilities include advising high net worth individuals and managing complex legal needs. This position offers opportunities for growth in a dedicated and experienced team...High net worthWork at office
- ...As a Senior Manager in Wealth Tax Trusts & Estates, you will serve as a senior technical and client-facing leader, advising high-net-worth individuals and families on complex fiduciary tax matters. You will oversee multiple engagements, mentor managers and staff, and...High net worth
$140k - $180k
...Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and detailed review of complex income tax filings...High net worthFull timeLocal areaAnchin
Boca Raton, FL2 days ago- ...wide and more than 10 attorneys in the Boca Raton office. The Group is dedicated to the personal and sophisticated legal needs of high net worth individuals and families. Effective tax planning is just one step in addressing the management and transmission of family...High net worthWork at office
$76k - $160k
...strict confidentiality Minimum Requirements: ~5+ years of recent and tenured paralegal experience in FL estate administration (high-net-worth estates preferred) ~ A college degree and/or paralegal certificate is required. JD candidates with relevant paralegal...High net worthFull timeTemporary workPrivate practiceLocal areaImmediate startWork from home3 days per weekLHH US
Boca Raton, FL28 days ago- ...Relationship Manager Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding...High net worthTemporary workWork at officeLocal area
$115k - $142k
...Work For Nationwide. ABOUT THE POSITION: We are seeking a highly skilled and motivated Tax Supervisor to join our Private Client... ...have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment...High net worthFull timePrivate practiceWork at officeLocal areaAnchin
Boca Raton, FL12 days ago- Essential Duties: CPA firm seeking an experienced Tax Manager or Director to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities.High net worth
CPA firm
Fort Lauderdale, FL4 days ago $160k - $220k
...the Position: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring...High net worthFull time- ...Executive Assistant A high-profile entrepreneur and public figure is seeking an experienced Executive Assistant to manage both... ...candidate has experience supporting talent, public figures, or high-net-worth individuals, and is comfortable managing both professional and...High net worthShift work
New Day Executive Search
Boca Raton, FL5 days ago - ...services organization is seeking a Financial Advisor to join the Advisor Development Program. This role involves working with high-net-worth clients to identify financial needs and develop tailored investment strategies. The ideal candidate will hold relevant licenses...High net worth
- ...leading wealth management firm in Boca Raton is seeking a Family Office Accountant to maintain comprehensive financial records for high-net-worth clients. The role involves managing accounting functions, preparing accurate financial reports, and providing cashflow planning...High net worthWork at office
- ...services firm is seeking a Financial Advisor to join their Merrill Advisor Development Program. The role focuses on working with high-net-worth individuals to identify their financial needs and objectives. Applicants should hold Series 7 & 66 licenses and have a minimum...High net worth
$157.2k
Overview Description & Requirements The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services...High net worthHourly payWork at officeFlexible hours$76k - $160k
...maintaining strict confidentiality Qualifications 5+ years of recent and tenured paralegal experience in FL estate administration (high-net-worth estates preferred) A college degree and/or paralegal certificate is required. JD candidates with relevant paralegal experience...High net worthFull timeTemporary workPrivate practiceLocal areaImmediate startWork from home3 days per week- ...wealth management firm in Boca Raton, FL is seeking a Family Office Accountant responsible for maintaining financial records of high-net-worth clients. This role requires a Bachelor's degree in accounting or finance, 1-2 years of relevant experience, and knowledge of...High net worthWork at office
- ...recognized financial institution is seeking a Senior Investment Associate in Boca Raton, Florida, to provide high-touch investment support for ultra-high-net-worth clients. The ideal candidate will possess a strong understanding of financial markets and investment...High net worthWork at office
$85k - $105k
A wealth management firm located in Boca Raton, Florida, is seeking a Senior Family Office Accountant to support high-net-worth clients in their accounting and financial reporting needs. The ideal candidate should have a strong background in accounting, 3-5 years of relevant...High net worthWork at office- The Siegel Law Group, P.A. is seeking an experienced Estate Planning & Probate Attorney in Boca Raton, Florida. The ideal candidate will have 5+ years of estate planning and probate experience, strong drafting skills, and a commitment to client service. Responsibilities...High net worth
- ...advisory firm is seeking a Senior Wealth Planner in Boca Raton, FL. The role focuses on providing strategic financial planning to high-net-worth clients and requires excellent communication and organizational skills. Ideal candidates will have over 10 years of experience...High net worth
- ...Senior Banking Advisor in Boca Raton to develop new client relationships and manage complex credit and deposit relationships for high-net-worth individuals. The role emphasizes strategic growth, exceptional client service, and collaboration with internal teams to deliver...High net worthFlexible hours
- A financial services firm is seeking a Senior Financial Planning Strategist specializing in High Net Worth Planning Services to join their team. This role requires a deep understanding of financial planning concepts focused on Estate, Business, and Tax Planning. The ideal...High net worthWork at office
- ...seeking an experienced Senior Family Office Accountant. The successful candidate will manage accounting and financial reporting for high-net-worth clients and oversee junior staff. A Bachelor’s degree in Accounting is required, while a CPA designation and experience with...High net worthWork at office
- ...Overview We are seeking an exceptional Private Personal Assistant to serve as the operational backbone of a dynamic ultra-high-net-worth household and principal. This role functions as a true extension of the Principal-overseeing personal, household, property,...High net worthShift work
Suncap Technology
Boca Raton, FL2 days ago - ...Market Your team You'll be working in-person as part of Wealth Management Americas as a part of Field Operations. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products...High net worthFlexible hours
UBS
Boca Raton, FL4 days ago - ...experience and over 22,000 partners. Senior Investment Associate Join our Family Office Solution’s Investment team serving ultra‑high‑net‑worth clients. As a Senior Investment Associate, you’ll play a key role in delivering proactive, high‑touch investment support and...High net worth
- ...a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: Analyze, review and compile tax return data. Prepare federal...High net worthFull timeWork at officeLocal area
Focus Partners Wealth
Boca Raton, FL1 day ago $140k - $160k
...Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace...High net worthFull timeFor contractorsWork at officeRemote workOsaic
Boca Raton, FL5 days ago- ...engagements, including budgeting, billing and engagement economics Highly proactive approach to serving clients Basic Qualifications:... ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...High net worthWork experience placementPrivate practiceLocal area
EisnerAmper
Plantation, FL2 days ago $100k - $150k
...experience to join our growing legal team. This role is ideal for an attorney who can manage sophisticated planning matters, advise high‑net‑worth families, handle probate and trust administration, and provide exceptional client service in a collaborative, growth‑oriented...High net worth
