Private Client Jobs in Aventura

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United States
Posted On Sep 23, 26
Full-time 152 views Experience : 3-5 yrs required

The salary for this position is commensurate with experience, ranging from $45,000 - $60,000 annually. # Personal Injury (PI) Legal Assistant ## Job Description We are seeking a hard-working, detail-oriented, well-organized Legal Assistant with...

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Full-time 3 views Experience : Min 5 yrs required

tax-efficient wealth transfer strategies. - Support trust administration, probate, and estate settlement matters. - Conduct legal research and prepare tax analyses. - Collaborate with partners on complex private client matters. - Communicate directly... with high-net-worth clients and their advisors. - Ensure compliance with federal an...

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Full-time 6 views Experience : 4-6 yrs required

Title: Real Estate / Private Client / Estate Planning... and tax-efficient structuring. - Advise private clients, family offices, and... trusts on residential and commercial real estate acquisitions, dispositions, and financings. - Structure and negotiate real estate transactions involving estate planning vehicles,...

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Full-time 1 views Experience : Max 4 yrs required

Job Title: Private Wealth Services Associate Job... tax, probate, trust administration, and other private wealth issues. - Support... the team with the administration of estates and trusts, including probate filings and asset transfers. - Participate in client meetings and assist...

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Full-time 45 views

Title: Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage in complex domestic and international estate planning. - Handle related income, partnership, and tax planning for clients. - Provide corporate and personal planning services for high-net-worth individuals and multinational families. - Collaborate with...

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Full-time

Title: Estate Planning & Tax Attorney Job Responsibilities: - Draft, review, and implement estate planning documents such as wills, trusts, powers of attorney, and advance directives. - Provide legal advice on estate and gift tax implications, ensuring compliance with current laws and regulations. -...

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Posted On Sep 23, 26
Full-time 8 views Experience : 2-15 yrs required

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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Posted On Sep 14, 26
Full-time 2 views Experience : 12-18 yrs required

Job Title: Private Client Advisor II Job Responsibilities: The... Private Client Advisor II is... acquiring new clients, deepening client relationships, and building an... responsibilities include: - Leading the Client Management Process and partnering... to provide a Branded Client Experience. - Ensuring retention of... the full array of Private Ba...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 7 yrs required

Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager in Private Client Services is tasked... and consulting engagements, identifying client needs, and uncovering tax... acts as the primary client contact, preparing and presenting... issues and resolutions. They oversee...

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Full-time 13 views Experience : 6-8 yrs required

Title: Corporate – M & A Associate (Senior Level) Job Responsibilities: - Leading M&A transactions from inception to closing, including structuring, negotiation, and execution. - Serving as primary contact for clients, advising on legal, strategic, and business considerations. - Supervising and...

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Full-time 3 views Experience : 2-5 yrs required

Securities Practice at the law firm. The role requires the candidate to: - Focus on mergers and acquisitions (M&A) and private equity transactions. - Possess a... strong working knowledge of acquisition agreements and the documentation used in M&A and private equity transa...

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Posted On Sep 08, 26
Full-time 1 views Experience : Max 8 yrs required

law firm seeks a Private Wealth Services Associate for... its Fort Lauderdale, FL office. This full-time, onsite position offers an opportunity to work with a dynamic team focused on estate planning, wealth preservation, and tax matters for high-net-worth with...

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