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Wealth Transfer Jobs in Lake Mary

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United States
Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior, you will be responsible for the following tasks: - Preparing and reviewing complex federal, state, and local individual tax returns and related workpapers. - Supporting...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

creating, executing, and maintaining strategies related to trust, estate, wealth transfer, and business succession... planning for Family Office clients. Key responsibilities include: - Drafting and editing estate planning documents such as wills, trusts, powers of attorney, health care directives, deeds, assig...

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Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts

TITLE:* Probate and Trust Administration Paralegal *FLSA STATUS*: Non-exempt Under general supervision and according to established policies and procedures, the role involves performing a variety of paralegal duties to assist attorneys in managing decedent estates and trusts. This includes drafting court pleadings,...

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Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents estate tax estates fiduciary Financial Institutions Insurance pleadings Probate trusts Wills

Title: Probate and Trust Administration Paralegal Job Responsibilities: - Probate Administration: Manage probate matters from inception through final distribution under attorney supervision, acting as the primary liaison among the law firm, clients, beneficiaries, financial institutions, and court clerks. Responsibilities include preparing and...

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Posted On Jul 16, 26
Full-time 6 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax pleadings Probate Software trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax pleadings Probate Software trusts wealth transfer

and Estate Legal Administrative Assistant Job Title Trust and Estate Legal Administrative Assistant Job Responsibilities The Trust and Estate Legal Administrative Assistant is primarily responsible for providing exceptional legal and administrative support to the Estate Planning & Trusts team. This includes: - Collaborating directly with...

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Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

customized estate, tax, and wealth-transfer plans for high net... and families. - Draft and review estate planning documents, including revocable trusts, irrevocable trusts, and other advanced planning structures. - Apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world... plannin...

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Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate - Finance Estate & Tax Planning Trusts and Estates - 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:
Real Estate - General Real Estate - Finance Estate & Tax Planning Trusts and Estates - 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

real estate aspects of wealth transfer 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 planning...

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Posted On Jul 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills

estate planning, and asset protection matters. - Draft and review legal documents including wills, trusts, powers of attorney, healthcare directives, and related planning documentation. - Advise clients on strategies for gift, estate, and generation-skipping transfer tax planning. - Manage probate,... trust administration, estat...

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Posted On Sep 14, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Serve... Advisor teams interested in wealth planning services for high-... clients, addressing trust, estate/wealth transfer, and financial planning needs. -... Lead the wealth planning engagement process with... tailored approach. - Collaborate with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to ga......

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Posted On Sep 14, 26
Full-time 1 views Experience : 7-7 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

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: -... Collaborate with divisional and Wealth Planning & Advice (WP&A)... present content on various wealth management topics. - Serve... resource for the . Wealth Management (USWM) field, providing... guidance on both simple...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager in the Family Office Enterprise practice, you will be responsible for a range of duties centered around technical expertise and teamwork to deliver excellent client service. Key responsibilities include: - Advising...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager in the Family Office Enterprise practice, the candidate will have several key responsibilities focused on utilizing technical expertise and collaborating effectively with a team to provide excellent client...

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Posted On Sep 22, 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
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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Posted On Sep 28, 26
Full-time Experience : 5-10 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

matters, ensuring the legal transfer of assets and resolution... of any claims. - Advise clients on estate planning strategies, including wills, trusts, and powers of attorney, to ensure their wishes are legally binding and executable. - Prepare and file necessary...

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Posted On Aug 16, 26
Full-time 27 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

law firm seeks a skilled Associate Attorney specializing in estate planning and probate matters to join its team. This role involves working directly with clients to develop comprehensive strategies for asset protection and legacy planning. The ideal candidate will have...

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