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Tax Private Client Services Jobs in Bonita Springs

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United States
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

with foreign assets on optimal structures to hold those assets to minimize . taxes and coordinating with foreign counsel. - Structuring estate plan documents to benefit foreign beneficiaries. - Advising . clients married to . citizen spouses on tax and estate planning...

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

Job Title: Associate - Tax, Trusts & Estates /... IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts). Advise on tax-efficient transfers involving estate, gift,... and GST taxes. Develop asset protection and beneficiary-controlled trust structures. Provide guidance for blended families, specia...

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... strategies, succession 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...

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... estate, gift, and GST tax planning specifically for high... net worth individuals. - Drafting complex planning-related documents with a high level of precision and expertise. -...

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 14, 26
Full-time 31 views Experience : 10-15 yrs required
Job Tags:
banking branding construction Ethics family fiduciary finance financial products investment management marketing REITs Securities shareholders wealth management
Job Tags:
banking branding construction Ethics family fiduciary finance financial products investment management marketing REITs Securities shareholders wealth management

Portfolio Manager locations Naples time type Full time posted on Posted 30+ Days Ago job requisition id 24039517 Job Description: At Bank of America, we are guided by a common purpose...

Posted On Sep 14, 26
Full-time 4 views Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management

to their unique goals and objectives. - Manage all aspects of the client's investment portfolio, including asset... allocation, portfolio construction, security/manager selection, trade execution, risk management, and compliance. - Conduct investment reviews and maintain proactive client communication to ensure clie......

Posted On Sep 14, 26
Full-time 2 views Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management

Title: Portfolio Manager III Job Responsibilities: - Develop and recommend customized investment strategies for complex, high-net-worth investors based on their unique goals and objectives. - Manage all aspects of clients' investment portfolios, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management,...

Posted On Aug 12, 26
Full-time 5 views Experience : 2-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a highly skilled mid to senior level Estate Planning Associate in Naples, FL. The ideal candidate will excel in complex estate planning and drafting, particularly irrevocable trust planning, with speed, accuracy, and confidence. This role offers...

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