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Private Client Jobs in Bonita Springs

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United States
Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - Contract Law Real Estate - General Real Estate - Finance Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Trusts and Estates - General Corporate - General Tax - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Estate & Tax Planning Probate Corporate - Contract Law Real Estate - General Real Estate - Finance Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Trusts and Estates - General Corporate - General Tax - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

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 s...

Posted On Jul 23, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Asset Protection due diligence equity Estate Planning estates fiduciary Insurance LLC M&A operating agreements Taxation trusts Women
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Asset Protection due diligence equity Estate Planning estates fiduciary Insurance LLC M&A operating agreements Taxation trusts Women

Title: Associate - Tax, Trusts & Estates / Wealth Preservation Job Responsibilities: - Estate Planning for Families: Design and implement advanced estate planning strategies using various trusts (revocable and irrevocable, IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts). Advise on tax-efficient transfers...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse

ESTATE PLANNING SENIOR ASSOCIATE/COUNSEL/JUNIOR PARTNER Job Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job Responsibilities: - Advising . clients with foreign assets on optimal structures to hold those assets to minimize . taxes and coordinating with foreign counsel. - Structuring estate plan documents to benefit...

Posted On Sep 08, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
private client
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
private client

Title: Senior Associate - Private Client Job Responsibilities: The Senior Associate... in the Private Client group is expected... to manage a range of responsibilities that include, but are not limited to: - Engaging in advanced estate, gift, and GST tax planning specifically for...

Posted On Aug 15, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates pleadings Practice of Law private client Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates pleadings Practice of Law private client Software trusts Wills

Title: Legal Assistant - Private Client Job Responsibilities: - Proactively supports... software specific to the Private Client practice and the... needs of Private Client attorneys. - Assists assigned... attorneys and paralegals with internal processes and procedures, facilitating the practice of law administratively. - Communicates...

Posted On Sep 03, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
agreements Commercial Contracts due diligence entity formation family Joint Ventures M&A Mergers and Acquisitions portfolio companies private equity Venture Capital
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
agreements Commercial Contracts due diligence entity formation family Joint Ventures M&A Mergers and Acquisitions portfolio companies private equity Venture Capital

Attorney - M&A and Private Equity Job Responsibilities: The Corporate Attorney... will be responsible for collaborating with clients, partners, and associates on a variety of transactional and corporate counseling matters. Key responsibilities include: - Leading and managing Mergers and Acquisitions (M&A) transactions in...

Posted On Sep 14, 26
Full-time 25 views Experience : Min 3 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

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...

Posted On Sep 14, 26
Full-time 5 views Experience : Min 3 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

Job Title: . Private Bank - Private Banker... 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...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 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

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...

Posted On Sep 14, 26
Full-time 1 views Experience : 6-10 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

Job Title: Private Banker - Vice President Job... 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...

Posted On Sep 15, 26
Full-time 2 views Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family fiduciary gift tax Partnership private client Probate Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family fiduciary gift tax Partnership private client Probate Taxation trusts

a part of the Private Clients Group within the... administration, along with engaging in direct client contact. The clients include... high net worth individuals, families, family offices, closely held businesses, and national charities and foundations. Key responsibilities include: - Participating in...

Posted On Sep 03, 26
Full-time 26 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Domestic Violence Estate Planning family title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Domestic Violence Estate Planning family title trusts Wills

Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only.** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....

Posted On Sep 09, 26
Full-time 26 views Experience : 5-12 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
Mergers and Acquisitions restructuring second chair
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
Mergers and Acquisitions restructuring second chair

in mergers and acquisitions, private offerings, capital restructuring, and... other similar transactions. The attorney will need to manage these transactions either as a first or second chair, demonstrating expertise in general corporate work, contract review and drafting, as...

Posted On Jul 16, 26
Full-time 5 views Experience : Min 4 yrs required
Practice Area:
Electric Power - Transactional
Job Tags:
developers Energy Federal Energy Regulatory Commission FERC government relations Litigation private equity
Practice Area:
Electric Power - Transactional
Job Tags:
developers Energy Federal Energy Regulatory Commission FERC government relations Litigation private equity

Title: Corporate Associate – Energy, Environmental & Projects Job Responsibilities: The Corporate Associate in the Energy, Environmental & Projects department at the law firm will be responsible for working with a team of energy attorneys. The focus will be on providing...

Posted On Aug 21, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
first chair Mergers and Acquisitions restructuring
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
first chair Mergers and Acquisitions restructuring

include mergers and acquisitions, private offerings, capital restructuring, and... similar activities. The associate will be expected to: - Lead transactions in a first chair capacity, demonstrating the ability to manage and guide the transaction proce...

Posted On Aug 12, 26
Full-time 3 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

Associate to join its Private Client group in Naples,... FL. The ideal candidate will have extensive experience in estate and tax planning for high net worth individuals, along with strong analytical and communication in advanced estate, gift, and GST...

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