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Tax - Private Client Services Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time 12 views Experience : Min 11 yrs required

Practice Area:

Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General

Job Tags:

Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Managing Director, Tax - Private Client Job Responsibilities: The role of... the Private Client Tax Managing Director... involves providing sophisticated tax compliance, consulting, and planning services. The partnerships, trusts, estates, and private foundations. - Developing, building, and... managing client relationships, especially during the......

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 27, 26

Full-time 7 views Experience : Min 12 yrs required

Job Tags:

asset management banking credit facilities private client shareholders

Job Title: Private Client Advisor II Job Responsibilities: The... role of a Private Client Advisor II at... new clients, deepening existing client relationships, and building an... responsibilities include leading the Client Management Process and collaborating... to provide a Branded Client Experience. The role necessitates... client...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 03, 26

Full-time 6 views Experience : 2-15 yrs required

Job Tags:

family Financial Institutions private client special projects Taxation

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements throughout all phases of the engagement life cycle. - Provide...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 10, 26

Full-time 5 views Experience : 5-5 yrs required

Job Tags:

company policies criminal family Insurance

Business Tax Services - Private Clients Job Responsibilities - Advise clients... in growing the company's private client tax practice, focusing... on ultra-high net worth individual, trust, and estate clients. - Review and analyze complex individual income tax, gift, estate, and trust returns for...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 27, 26

Full-time 4 views Experience : 7-18 yrs required

Job Tags:

banking mortgage loans Partnership private client shareholders wealth transfer

Job Title: Private Client Manager - Investments Job... Responsibilities: - Expand client relationships by identifying opportunities... the full array of Private Bank's capabilities. - Establish and... identify prospects. - Execute the Client Management Process and partner... the enterprise to provide a Branded Client...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 10, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

company policies criminal Estate Planning estate tax family gift tax Insurance private client Taxation

Business Tax Services - Private Clients Job Responsibilities: -... executives of the company's private client base, focusing on... ultra-high net worth individuals, trusts, and estate clients. - Prepare complex individual income, gift, trust, and estate tax returns for ultra-high net-worth...

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Law Student - In-House in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 24, 26

Full-time 1 views

Job Tags:

Corporation family finance Fringe Benefits Limited Liability Company LLC Partnership private client Taxation Visa

Title: Intern, Federal Tax (Private Client Services) - Summer... 2027 Job Responsibilities: - Perform special consulting projects including preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analyses for optimal tax minimization strategies. - Research various federal, international, state, and...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 17, 26

Full-time 3 views Experience : Min 7 yrs required

Job Tags:

Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Tax Senior Manager - Private Company Job Responsibilities: -... engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client tax engagements. - Collaborate... with speci...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 03, 26

Full-time 1 views Experience : 5-6 yrs required

Job Tags:

Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax Partnerships Duties: The... candidate will be preparing or reviewing federal and state tax returns for . partnerships. This includes the preparation and review of foreign reporting requirements for cross-border tax compliance such as foreign...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 31, 26

Full-time 6 views Experience : Min 8 yrs required

Job Tags:

estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer

of Tax Services - Private Wealth Job Responsibilities: - Lead... and review complex fiduciary, estate, and gift tax engagements, ensuring technical accuracy and timely delivery. - Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and fiduciaries on estate...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 26, 26

Full-time 6 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B renewals

Tax Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 26, 26

Full-time 7 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time 7 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Job Title: Private Banker – Vice President... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... assets, both from existing client base and new client... acquisition. - Advise clients on... their overall...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 31, 26

Full-time 8 views Experience : Min 5 yrs required

Job Tags:

Affirmative Action Estate Planning estate tax estates family fiduciary finance gift tax Software Taxation trusts wealth transfer

of Tax Services - Private Wealth Job Responsibilities: - Manage and... review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings. - Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time 3 views

Job Tags:

banking Software wealth management

Job Title: International Private Bank - Core Private... Banker - Associate Job Responsibilities: -... Senior Banker on daily client priorities. - Support the Senior... sales process and ongoing client management. This includes reviewing... clients, and executing on client needs. - Support the Senior... Banker on client hierarchy and pipeline management. -......

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time 1 views Experience : 2-5 yrs required

Job Tags:

banking Software wealth management

Job Title . Private Bank - Private Banker... Senior Banker on daily client priorities. - Support the Senior... sales process and ongoing client management. This includes reviewing... clients, and executing on client needs. - Support the Senior... Banker on client hierarchy and pipeline management. -......

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 11, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate... Prepare for and lead client meetings related to compliance... and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on a broader leadership footprint by...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 03, 26

Full-time 1 views Experience : 5-6 yrs required

Job Tags:

Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - High Net... Worth - Manager Duties: be providing personal and private tax advice and compliance... families, and owners of private wealth. Advising on matters... family, business entities, and private wealth management, including High......

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 06, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance

Tax Senior Associate - Private Companies Job Responsibilities: - Analyze complex... and compliance solutions for private companies. - Review and prepare... tax returns to assist clients in fulfilling their tax obligations while minimizing risks of non-compliance. - Utilize analytical thinking to interpret financial data,...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

Apply

Posted On Sep 10, 26

Full-time 1 views

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... assets, both from existing client base and new client... acquisition. - Advise clients... on...

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