Post Jobs Upload Your Resume Log in

Legal jobs

46 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Florida
  4. Lake Clarke Shores
  5. Trusts
  6. In-House

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 14, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Collaborate with...

Posted On Sep 14, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Title: Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Develop and present content on various wealth management topics in collaboration with divisional and department leadership. - Serve as a resource for the US Wealth Management field on both simple and sophisticated tax...

Posted On Sep 21, 26
Full-time 20 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...

Posted On Sep 14, 26
Full-time 14 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...

Posted On Sep 14, 26
Full-time 8 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Title: Private Client Advisor II Job Responsibilities: This role involves acquiring new clients, deepening client relationships, and building a network to achieve business development goals. The primary responsibilities include leading the Client Management Process and collaborating across the enterprise to...

Posted On Sep 14, 26
Full-time 4 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Vice President Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...

Posted On Sep 14, 26
Full-time 2 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Investment Specialist - Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

Posted On Sep 23, 26
Full-time 4 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Title: Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international tax compliance forms and collaborate with a dedicated international tax team. - Prepare analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate...

Posted On Sep 14, 26
Full-time 18 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

with a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. Managers in... this role can expect to: -...

Posted On Sep 21, 26
Full-time 14 views Experience : Min 8 yrs required
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer

Title: Senior Manager 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...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
directors estates gift tax Partnership partnerships Taxation Transfer Pricing trusts
Job Tags:
directors estates gift tax Partnership partnerships Taxation Transfer Pricing trusts

Title: Principal - International Tax Job Responsibilities: - Lead and oversee complex international tax engagements, providing strategic advisory services to . and foreign multinational clients across various industries. - Serve as a trusted advisor to executive-level client stakeholders on international tax planning,...

Posted On Sep 21, 26
Full-time 7 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements developers finance Joint Ventures LLC operating agreements Partnership partnerships Taxation
Job Tags:
acquisitions agreements developers finance Joint Ventures LLC operating agreements Partnership partnerships Taxation

Title: Senior Manager of Tax Services - Real Estate Tax Job Responsibilities: - Lead and review complex federal, state, and local tax engagements for real estate partnerships, multi-tier partnership structures, and high-net-worth individuals. - Serve as a trusted advisor to clients on advanced...

Posted On Sep 23, 26
Full-time 6 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
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 for all phases of the engagement life cycle. - Provide...

Posted On Sep 23, 26
Full-time 6 views Experience : 4-10 yrs required
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Title: Tax Senior Manager – Real Estate Job Responsibilities: - Conduct research and analysis on various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, accounting methods, and other related matters. - Perform transactional analysis and...

Posted On Sep 21, 26
Full-time 16 views Experience : Min 2 yrs required
Job Tags:
Affirmative Action partnerships private client Software Taxation trusts wealth transfer
Job Tags:
Affirmative Action partnerships private client Software Taxation trusts wealth transfer

Client Services International Tax practice, the candidate will be responsible for serving high-net-worth individuals, families, closely held businesses, trusts, and foreign nationals with... complex cross-border tax matters. Key responsibilities include: - Preparing and reviewing . international tax compliance filings for high-...

Posted On Sep 21, 26
Full-time 6 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
Job Tags:
Affirmative Action Estate Planning estate tax estates family fiduciary finance gift tax Software Taxation trusts wealth transfer

Title: Manager 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...

Posted On Sep 23, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Tax - IRS Audits and Appeals Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - IRS Audits and Appeals Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Title: Tax Controversy Senior Associate - National Tax Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement...

Posted On Sep 14, 26
Full-time 2 views Experience : 8-8 yrs required
Job Tags:
criminal directors estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal directors estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

collaborating with multiple client service teams on engagements for a diverse range of clients, which may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. Key responsibiliti......

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend