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Wealth Transfer Jobs in Pompano Beach

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United States
Posted On Sep 10, 26
Full-time 6 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Real Estate - Tax Real Estate - Leasing Real Estate - Development/ Dirt law 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 - General Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Real Estate - Tax Real Estate - Leasing Real Estate - Development/ Dirt law 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,...

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Posted On Jul 20, 26
Contract, Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection commercial litigation Criminal Law Estate Planning estates family Family Law gift tax Insurance Litigation Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection commercial litigation Criminal Law Estate Planning estates family Family Law gift tax Insurance Litigation Probate Taxation trusts Wills

Title: Estate Planning Contract Attorney Job Description: The law firm is seeking an experienced Estate Planning Contract Attorney to assist with complex estate planning and probate matters. This remote role, based in South Florida, demands occasional travel within Broward, Palm Beach, and...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

Title: Attorney in Trust Counsel Practice Group Job Responsibilities: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring compliance with the law and satisfying client expectations. - Review and analyze other legal...

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Posted On Sep 08, 26
Full-time Experience : Max 4 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Probate Taxation trusts Wills

Job Title: Private Wealth Services Associate Job Responsibilities:... 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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Posted On Aug 31, 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 review... to 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 transf...

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Posted On Aug 31, 26
Full-time 5 views Experience : 5-10 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......

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Posted On Aug 18, 26
Full-time 29 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 - Palm... in 2 locations 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...

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Posted On Aug 17, 26
Full-time 5 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

of tasks that leverage their technical expertise and leadership abilities. The key responsibilities include: - Advising business owner clients on a comprehensive range of business and tax opportunities, such as succession planning, wealth transfer planning, and tax... compliance. - Managing and overseei...

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Posted On Aug 17, 26
Full-time 4 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

as well as multi-generational families, on a comprehensive range of tax services. These services include: - Structuring and modeling - Succession planning - Wealth transfer planning - Tax... compliance The Tax Manager will also: - Manage and oversee the engagement...

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Posted On Aug 17, 26
Full-time 5 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

with a team to deliver excellent client service. Key duties include: - Advising single-family, multi-family, and virtual-family office clients, as well as multi-generational families, on a comprehensive range of tax services. This includes structuring and modeling, succession planning, wealth transfer...

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Posted On Aug 31, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
Affirmative Action partnerships private client Software Taxation trusts wealth transfer
Job Tags:
Affirmative Action partnerships private client Software Taxation trusts wealth transfer

Title: Senior Associate Tax Services - High Net Worth Individuals/International Tax Job Responsibilities: - Prepare and review . international tax compliance filings for high-net-worth individuals, trusts, partnerships, and closely held entities with international operations and investments. - Assist with the preparation and review...

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Posted On Aug 17, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate taxation. This involves the planning and execution of client tax engagements. - Collaborate with...

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Posted On Aug 17, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and...

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Posted On Aug 20, 26
Full-time 1 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

and virtual-family office clients, as well as multi-generational families. Your key duties will include advising on tax structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. You will manage and oversee the engagement team focused on entity, individual...

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Posted On Sep 10, 26
Full-time 8 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Estate & Tax Planning
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 Estate & Tax Planning
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,...

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Posted On Aug 31, 26
Full-time
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

Title: Private Client Trusts & Estates Associate / Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be a part of the law firm's nationally recognized Trusts & Estates practice. The role involves working in a collaborative, team-oriented,...

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Posted On Sep 06, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer

sophisticated estate, gift, generation-skipping transfer, and income tax planning... Design and implement complex wealth transfer strategies for high... net... worth individuals and families. - Counsel clients regarding family office structures, fiduciary matters, charitable planning, business succession planning, and trust administration. - Collaborate...

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Posted On Jul 03, 26
Full-time 2 views Experience : 1-8 yrs required
Practice Area:
Real Estate - Leasing Real Estate - General Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General Tax - General Estate & Tax Planning Real Estate - Tax Real Estate - Development/ Dirt law
Practice Area:
Real Estate - Leasing Real Estate - General Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General Tax - General Estate & Tax Planning Real Estate - Tax Real Estate - Development/ Dirt law

a mid-level attorney the chance to engage in sophisticated real estate transactions for high-net-worth clients and their with estate planning attorneys on wealth transfer strategies and tax-efficient... private clients and trusts on real estate acquisitions, dispositions, and fina...

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