UNKNOWN

FEED

Work collaboratively with all members of the ST team to deliver best in class service and support to our clients, internal partners, and external stakeholders; Support the delivery of ST estate planning, trust, and estate advice including collaborating with clients' lawyers and other external advisors to ensure the timely execution of wills, trust deeds and agency agreements; Partner with RJL advisors to meet with their HNW clients and prospects, demonstrating the value of our holistic wealth offering and identifying opportunities to assist clients with their estate planning needs through the use of our trust solutions; Develop and strengthen relationships and build new relationships with clients, partners, COIs, with the goal of enhancing networking opportunities and new business engagement for ST; Conduct skill builds, presentations, webinars to enhance the knowledge and understanding of the estate and trust offering to our internal and external partners for the local market; Support the advancement of the market business plan and work in close collaboration with the regional AVP, Estate & Trust Solutions to meet the regional business plan goals; Maintain up-to-date knowledge and understanding of estate and trust laws, common law and other relevant legislation, case law, and internal policies and procedures; Act in accordance with ST policy & procedure and ensures all new business is reviewed and approved according to policy; Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of estate planning; Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency); Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; and. To qualify for this opportunity you possess: Minimum 3 years experience in estate, trust, or financial planning; Preference given to experience managing estate, trust & power of attorney accounts; Experience working with HNW clients and their wealth advisors; Technical proficiency related to wealth planning strategies such as insurance, philanthropy, taxation; University degree in related field; STEP or MTI designation would be an asset; Excellent written and verbal communication skills; Exceptional critical thinking and analytical skills so as to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner; Strong interpersonal skills and ability to work well under pressure; General knowledge of other province's estates, trusts and powers of attorney for property laws; and.

YEAR

Raymond James Financial Inc

Senior Trust Advisor

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This position is responsible for managing technical staff, overseeing high-volume and high-value project work, and ensuring the successful delivery of services to clients across commercial, industrial, and public sectors. The ideal candidate brings deep knowledge of federal and state environmental regulations, hands-on experience conducting and reviewing Phase I and II Environmental Site Assessments (ESAs), and a strong background in environmental compliance auditing and permitting.

BUNNELL LAMMONS ENGINEERING

Department manager | Environmental Due Diligence and Compliance (DDC)

clearcompany

FULL_TIME

Suffolk – America’s Contractor – is a national company with more than $13 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. Suffolk – America’s Contractor – is a national company with more than $9 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets.

Suffolk Construction Company, Inc.

Legal Assistant

[AW]-iCims

In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

HOUR

StratAcuity Staffing Partners Inc

Paralegal

As a Tax Senior Manager, you will be responsible for the following, which are focused on your technical expertise, ability to lead a collaborative team dedicated to excellent client service, and business development: Responsibilities: Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

Tax Senior Manager - Private Company

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As a Tax Manager, you will be responsible for the following, which are focused on your technical expertise, ability to lead a collaborative team dedicated to excellent client service, and business development: Responsibilities: Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

Tax Manager - Private Company

As a Tax Manager you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

Tax Manager - Family Office

OTHER

You'll be the first person our clients talk to when they reach out about immigrating to the U.S. Every day you'll run 7–15 scheduled phone and Zoom consultations, learn what each client is hoping for, and show them how our attorneys can help. Relevant Backgrounds: Inside Sales · Financial Services · Admissions Advisor · Enrollment Counselor · Legal Intake · Client Intake · Customer Success.

Maimone Legal

Client Intake Specialist

BreezyHR

Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency); Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns; Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where STC has been granted authority; Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required; Contribute to the review and discussion of discretionary decisions on behalf of STC; Participate in the creation, modification, and implementation of policies and procedures where required; Build strategic relationships with COIs including lawyers, accountants, and financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients; and. Minimum 3 years of estate and trust industry experience; Preference given to experience managing estate, trust, and power of attorney accounts; Experience working with HNW clients and their wealth advisors; Strong communication skills and ability to work collaboratively and independently; Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner; In-depth knowledge of estates, trusts, and powers of attorney for property laws; University degree in related field; French proficiency is an asset; STEP or MTI designation would be an asset; and.

Trust Officer (Evergreen)

Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency); Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns; Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority; Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required; Contribute to the review and discussion of discretionary decisions on behalf of ST; Participate in the creation, modification, and implementation of policies and procedures where required; Build strategic relationships with COIs including lawyers, accountants, and financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients; and. Minimum 2 years of estate and trust industry experience (or other relevant industry); Preference given to experience managing estate, trust, and power of attorney accounts; Experience working with HNW clients and their wealth advisors; Strong communication skills and ability to work collaboratively and independently; Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner; In-depth knowledge of estates, trusts, and powers of attorney for property laws; University degree in related field; STEP or MTI designation would be an asset; and.

Associate Trust Officer (Evergreen)

Land acquisition and lot development activities are currently focused on three regions comprised of twenty individual markets across six Southeastern and Central states – Florida, Georgia, Alabama, North Carolina, South Carolina, and Texas, with the expectation of expanding further into other attractive regions. Founded in 2016, Garden Street Communities Southeast, LLC is a privately-held residential lot development company focused primarily on land acquisitions and development to sell finished single-family and townhome lots to homebuilders.

Garden Street Communities

Associate General Counsel

2. Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners; Take an active role in business development efforts with MLO team. Up to 25% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Bank

Retail Producing Sales Manager

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The Tax Senior Manager will oversee tax compliance and planning engagements for high net worth individuals, families, and their related entities, including trusts, estates, family partnerships, and closely held businesses. This role requires deep technical expertise in individual, trust, and estate taxation, strong client relationship management skills, and the ability to lead and develop a team while working closely with partners on practice growth.

The Third Group

Tax Senior Manager

Crelate

The SBA Banker is responsible for aggressively soliciting and servicing prospective and current clients producing SBA 7a, 504 and USDA loans as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events.

Seacoast National Bank

SBA Banker

LOB Specific Language (REMOVE WHEN POSTING) Commercial Surety: Travelers' Commercial Surety Team handles claims on non-construction surety bonds; mitigates exposures on commercial surety accounts; and provides a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners. Construction Services: Travelers' Construction Services Team includes legal, accounting, and engineering professionals to handle claims on construction-related and other surety bonds, mitigate exposures on construction surety accounts, and provide a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners.

Travelers

Sr. Claim Counsel - Surety, Construction Services

As a Tax Senior Manager, you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

Tax Senior Manager - Family Office

Tax Senior Manager – Family Office

Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners; Take an active role in business development efforts with MLO team. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Deloitte Touche Tohmatsu Ltd

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

Prepare reports detailing client asset holdings including but not limited to IRA’s, insurances, real estate, annuities, and all other assets to Program Manager, Client Accounting staff and local program staff for use in client related activities, reports to court and auditors review. Perform periodic asset reviews, prepare statistics for audits, program staff, client accounting, and attorneys, and others as required; audit and compile client assets, income, and payables reports.

Organization Overview: Lutheran Services Florida (LSF) is an organization that is guided by big ideas and these guiding principles create an imperative to serve that compels LSF to build on organizational strengths, overcome weaknesses and create effective programs in response to human suffering and need. The mission, values, vision and ends polices guide the work of LSF. These guiding principles also shape the advocacy and promotion efforts of the organization, which focus on the needs of the vulnerable, overcoming barriers to service and positioning LSF to effectively respond to opportunities.
&nbsp;The LSF business model responds to a rapidly changing service landscape with an aggressive growth strategy. That growth is predicated on methodical pursuit of entrepreneurial opportunities and the maintenance of a new program "pipeline." Established more than 30 years ago, LSF provides value by developing and competently deploying efficient organizational structures; effective operating policies and procedures; accountable&nbsp;management&nbsp;systems and processes; and expertise in the form of personnel, strategic alliances or purchased services.&nbsp;
We have over 60 Programs throughout Florida, an operating budget of over&nbsp;$210 million&nbsp;dollars and&nbsp;1,400 employees. &nbsp;Head Start was established by the Federal government in 1966. &nbsp;LSF is a Head Start grantee. &nbsp;Our Head Start Programs are in multiple counties throughout Florida providing multiple program options including center base, family childcare, home base, pregnant mothers, infants and toddlers.
Vision
&ldquo;Ready for School, Prepared for Life&rdquo;
Mission
To educate, equip, and empower children, families and staff through partnership and efficient data driven systems to close the achievement gap.

Estate Planning Attorney Jobs in Florida

Senior Trust Advisor Raymond James Financial Inc

Department manager | Environmental Due Diligence and Compliance (DDC) BUNNELL LAMMONS ENGINEERING

Legal Assistant Suffolk Construction Company, Inc.

Paralegal StratAcuity Staffing Partners Inc

Tax Senior Manager - Private Company RSM

Tax Manager - Private Company RSM

Tax Manager - Family Office RSM

Client Intake Specialist Maimone Legal

Trust Officer (Evergreen) Raymond James Financial Inc

Associate Trust Officer (Evergreen) Raymond James Financial Inc

Associate General Counsel Garden Street Communities

Retail Producing Sales Manager Truist Bank

Tax Senior Manager The Third Group

SBA Banker Seacoast National Bank

Sr. Claim Counsel - Surety, Construction Services Travelers

Tax Senior Manager - Family Office RSM

Tax Senior Manager – Family Office RSM

Retail Producing Sales Manager Truist Financial Corporation

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

Accounting Specialist (7417) Lutheran Services Florida

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