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Wealth Transfer Jobs in Miami Shores

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United States
Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Real Estate - Finance Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Tax Estate & Tax Planning Probate Tax - General 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 - Finance Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Tax Estate & Tax Planning Probate Tax - General 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 vehicles,...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer

laws. - Develop tax-efficient family wealth transfer strategies through estate,... tax, business succession, and asset protection planning. - Manage estate and trust administration matters effectively, both in and out of the Florida court system. - Advise high net worth individuals, fiduciaries, and fa...

Posted On Sep 22, 26
Full-time Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning private client stage Taxation
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning private client stage Taxation

on structuring and implementing wealth-transfer strategies under the guidance... of senior attorneys. - Engaging in domestic estate, gift, and income tax planning; international income, gift, and estate tax planning experience is advantageous. - Excel in a fast-paced, collaborative, and client-focused practice. - Maintain...

Posted On Oct 01, 26
Full-time 13 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate Planning estates Guardianship Insurance pleadings power of attorney Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate Planning estates Guardianship Insurance pleadings power of attorney Probate trusts Wills

drafting wills, establishing trusts, implementing asset protection strategies, and preparing healthcare directives and power of attorney documents. - Handling Probate & Estate Administration: Assist families in settling estates efficiently, ensuring a smooth transfer of assets and addressing... any legal complexities that...

Posted On Oct 01, 26
Full-time 9 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Guardianship Insurance pleadings Probate title trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Guardianship Insurance pleadings Probate title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives, ensuring documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship Cases: Prepare probate pleadings, guardianship...

Posted On Aug 22, 26
Full-time 109 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities The Private Client International Tax and Estate Planning Associate/Senior Associate at the law firm is responsible for advising on international tax matters and developing cross-border planning...

Posted On Jul 17, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates

individuals and families with cross-border considerations. - Trust and Estate Administration: Manage and administer trusts and estates, ensuring compliance with applicable laws and regulations. - Tax Planning: Engage in estate, gift, and generation-skipping transfer tax planning to optimize... tax outcomes for clients....

Posted On Jul 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements document review Estate Planning estates Family Law fiduciary health insurance Insurance Litigation pleadings Probate probate litigation Software trusts Wills
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements document review Estate Planning estates Family Law fiduciary health insurance Insurance Litigation pleadings Probate probate litigation Software trusts Wills

Title Probate Paralegal Job Responsibilities The Probate Paralegal at the law firm is responsible for managing estate administration, probate proceedings, and related legal documentation. This role encompasses a variety of tasks to support attorneys in handling complex estates, trust administration,...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Guardianship and Conservatorship Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Guardianship and Conservatorship Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

trusts, estates, guardianship, and transfer taxes. The candidate will... and support within the Wealth Management business, specifically in... the following areas: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring...

Posted On Sep 21, 26
Full-time 6 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

Tax Services - Private Wealth Job Responsibilities: - Lead and... high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning. - Design... and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth tr...

Posted On Sep 21, 26
Full-time 8 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

Tax Services - Private Wealth Job Responsibilities: - Manage and review... fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state estate, gift, and generation-skipping transfer (GST) tax matters. - Assist... clients with wealth transfer strategies, charitable planning,... and......

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

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Collaborate... with divisional and Wealth Planning & Advice leadership... deliver content on various wealth management topics. - Act... resource for the . Wealth Management (USWM) field in... both simple and sophisticated tax...

Posted On Sep 21, 26
Full-time 26 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

Wealth Advisor III - Miami... Miami, Florida, USA 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 Now button at the top or bottom...

Posted On Aug 05, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Software
Job Tags:
Software

Title: Client Service Specialist (CSS) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) is tasked with providing legal administrative support to a team of attorneys. This role involves performing complex administrative assistance using specialized...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Software
Job Tags:
Software

**Job Title:** Tax and Wealth Planning Client Service Specialist... Assistant) **Job Responsibilities:** The Tax and Wealth Planning Client Service Specialist,... also known as a Legal Administrative Assistant, is integral to the Client Services Team (CST) at the law firm. The specialist is tasked...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management

Job Title: Executive Wealth Services Advisor Job Responsibilities: - Serve... participating in the Executive Wealth Services program. - Lead the... wealth planning engagement process from... discovery through strategy development and ongoing relationship management. - Develop holistic and integrated planning strategies tailored to executives' unique...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client...

Posted On Sep 10, 26
Full-time 3 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

minimum of 3 years of experience in trust and estates, with a focus on estate planning and administration, and knowledge of Florida state and federal tax estate planning and trust administration on tax-efficient family wealth transfer wi...

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