Creativeone Wealth Jobs in Usa
888 positions found — Page 55
J
Accounting Associate
🏢 Jobot
Salary not disclosed
Join an award-winning, culture-driven wealth management firm as a client-facing Accounting Associate managing multiple client entities, financial reporting, and bookkeeping with real impact.
This Jobot Job is hosted by: Dan Asher Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000
- $85,000 per year A bit about us: Founded in 2011 and based in Phoenix, Arizona, we are a growing wealth management and full-service accounting firm serving high-net-worth families and closely held entities.
We are proud to be recognized for our award-winning culture, collaborative team environment, and commitment to helping families align their wealth with purpose.
Our firm emphasizes professional development, meaningful client relationships, and a strong commitment to work-life balance, creating a supportive environment where high performers can thrive long term.
Why join us? Just earned "Best Places To Work” For the 11th Consecutive Year! Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List Above market salaries and excellent Work/Life balance and 4 weeks PTO 401(k) plan with 100% vested company match Generous bonuses, profit sharing, and opportunities for growth Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!) Collaborative, fun, flexible work environment Hybrid Schedule
- 2 days a week work from home Job Details Hybrid Schedule (2 days/week work from home, starting after 90 days) This Accounting Associate will support multiple client entities by delivering accurate bookkeeping, reconciliations, cash monitoring, and customized financial reporting.
The role works directly with clients and engagement teams, managing day-to-day accounting needs while ensuring timely and reliable financial information.
Core Responsibilities • Manage bookkeeping for multiple client entities across varying structures • Perform monthly bank and account reconciliations • Monitor cash balances and assist with liquidity tracking • Prepare recurring and ad hoc financial reports • Generate monthly budget-to-actual reporting • Research and resolve accounting discrepancies • Coordinate with banks and third-party vendors to obtain financial data • Provide documentation and reports to external tax advisors • Maintain organized financial records and supporting documentation • Respond to client questions and gather required financial information Required Experience & Skills • 2+ years accounting experience, ideally within a CPA firm or client service environment • Experience servicing multiple clients simultaneously • Strong QuickBooks proficiency (Desktop or Online) • Advanced Excel skills (formulas, pivots, data organization) • Solid understanding of balance sheet, income statement, and cash flow reporting • Comfortable communicating directly with clients • Organized and deadline-driven in a fast-paced environment • Bachelor’s degree in Accounting, Finance, or Business preferred • Familiarity with preferred • Exposure to fiduciary accounting a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
This Jobot Job is hosted by: Dan Asher Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000
- $85,000 per year A bit about us: Founded in 2011 and based in Phoenix, Arizona, we are a growing wealth management and full-service accounting firm serving high-net-worth families and closely held entities.
We are proud to be recognized for our award-winning culture, collaborative team environment, and commitment to helping families align their wealth with purpose.
Our firm emphasizes professional development, meaningful client relationships, and a strong commitment to work-life balance, creating a supportive environment where high performers can thrive long term.
Why join us? Just earned "Best Places To Work” For the 11th Consecutive Year! Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List Above market salaries and excellent Work/Life balance and 4 weeks PTO 401(k) plan with 100% vested company match Generous bonuses, profit sharing, and opportunities for growth Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!) Collaborative, fun, flexible work environment Hybrid Schedule
- 2 days a week work from home Job Details Hybrid Schedule (2 days/week work from home, starting after 90 days) This Accounting Associate will support multiple client entities by delivering accurate bookkeeping, reconciliations, cash monitoring, and customized financial reporting.
The role works directly with clients and engagement teams, managing day-to-day accounting needs while ensuring timely and reliable financial information.
Core Responsibilities • Manage bookkeeping for multiple client entities across varying structures • Perform monthly bank and account reconciliations • Monitor cash balances and assist with liquidity tracking • Prepare recurring and ad hoc financial reports • Generate monthly budget-to-actual reporting • Research and resolve accounting discrepancies • Coordinate with banks and third-party vendors to obtain financial data • Provide documentation and reports to external tax advisors • Maintain organized financial records and supporting documentation • Respond to client questions and gather required financial information Required Experience & Skills • 2+ years accounting experience, ideally within a CPA firm or client service environment • Experience servicing multiple clients simultaneously • Strong QuickBooks proficiency (Desktop or Online) • Advanced Excel skills (formulas, pivots, data organization) • Solid understanding of balance sheet, income statement, and cash flow reporting • Comfortable communicating directly with clients • Organized and deadline-driven in a fast-paced environment • Bachelor’s degree in Accounting, Finance, or Business preferred • Familiarity with preferred • Exposure to fiduciary accounting a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Tax Senior (HNWI)
🏢 Jobot
Salary not disclosed
This Jobot Job is hosted by: Kevin Shilney Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000
- $110,000 per year A bit about us: We are seeking an experienced and detail-oriented Tax Senior to join our team supporting high-net-worth individuals and their families.
This is an onsite position based in Chevy Chase, MD, offering the opportunity to work directly with a sophisticated client base that includes entrepreneurs, executives, investors, and multigenerational family groups.
You will be a key part of a collaborative team environment where precision, discretion, and proactive client service are essential.
Why join us? Prestigious Client Base: Work with an elite roster of high-net-worth individuals, family offices, and business owners who value proactive, high-touch service.
Collaborative Culture: Join a tight-knit, experienced team that values mentorship, technical excellence, and continuous learning.
Career Advancement: Clear path to grow within the firm, with direct partner access and increasing exposure to complex tax planning strategies.
Stability & Reputation: Be part of a well-established firm with decades of success and a strong presence in the DC metro area private client space.
Work-Life Integration: Enjoy a supportive, professional environment that values both performance and personal balance—especially outside of peak seasons.
Job Details Key Responsibilities: Prepare and review complex individual, trust, and gift tax returns for high-net-worth clients.
Provide strategic tax planning and compliance support tailored to each client’s unique financial situation.
Collaborate closely with partners, wealth advisors, and outside counsel on estate, charitable, and intergenerational wealth transfer strategies.
Assist with IRS and state tax authority correspondence, audits, and notices.
Supervise and mentor junior staff; provide technical training and performance feedback.
Stay current on tax law changes affecting individual and trust tax planning.
Qualifications: Bachelor’s degree in Accounting, Finance, or related field; CPA required.
3–6+ years of tax experience in public accounting or private wealth services, with a strong emphasis on HNWI clientele.
Strong knowledge of federal and state income tax laws affecting individuals, trusts, and estates.
Excellent communication skills and ability to convey complex tax matters clearly to clients.
Proficient in tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA, etc.).
Highly organized, self-motivated, and able to manage multiple priorities in a deadline-driven environment.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $75,000
- $110,000 per year A bit about us: We are seeking an experienced and detail-oriented Tax Senior to join our team supporting high-net-worth individuals and their families.
This is an onsite position based in Chevy Chase, MD, offering the opportunity to work directly with a sophisticated client base that includes entrepreneurs, executives, investors, and multigenerational family groups.
You will be a key part of a collaborative team environment where precision, discretion, and proactive client service are essential.
Why join us? Prestigious Client Base: Work with an elite roster of high-net-worth individuals, family offices, and business owners who value proactive, high-touch service.
Collaborative Culture: Join a tight-knit, experienced team that values mentorship, technical excellence, and continuous learning.
Career Advancement: Clear path to grow within the firm, with direct partner access and increasing exposure to complex tax planning strategies.
Stability & Reputation: Be part of a well-established firm with decades of success and a strong presence in the DC metro area private client space.
Work-Life Integration: Enjoy a supportive, professional environment that values both performance and personal balance—especially outside of peak seasons.
Job Details Key Responsibilities: Prepare and review complex individual, trust, and gift tax returns for high-net-worth clients.
Provide strategic tax planning and compliance support tailored to each client’s unique financial situation.
Collaborate closely with partners, wealth advisors, and outside counsel on estate, charitable, and intergenerational wealth transfer strategies.
Assist with IRS and state tax authority correspondence, audits, and notices.
Supervise and mentor junior staff; provide technical training and performance feedback.
Stay current on tax law changes affecting individual and trust tax planning.
Qualifications: Bachelor’s degree in Accounting, Finance, or related field; CPA required.
3–6+ years of tax experience in public accounting or private wealth services, with a strong emphasis on HNWI clientele.
Strong knowledge of federal and state income tax laws affecting individuals, trusts, and estates.
Excellent communication skills and ability to convey complex tax matters clearly to clients.
Proficient in tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA, etc.).
Highly organized, self-motivated, and able to manage multiple priorities in a deadline-driven environment.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Tax Director
🏢 Jobot
Salary not disclosed
Perfect for someone looking to exit Public Accounting and work a standard 40-hour week! This Jobot Job is hosted by: Zach Allison Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $250,000 per year A bit about us: We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners.
They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.
This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.
Why join us? Leadership opportunity to build a tax practice from the ground up.
Stable 40-hour work week and strong work/life balance — no public accounting burnout.
Hybrid schedule in 92618 (3-4 days in office per week) Competitive pay structure with fully paid employee healthcare and bonus potential.
Collaborative, client-focused culture with direct access to firm leadership.
Job Details As Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up.
You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.
Key responsibilities include: Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
Develop and present proactive tax strategies to clients and advisors.
Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
Recruit, train, and manage tax staff as the practice expands.
Stay current on federal and state tax developments and translate them into actionable client strategies.
Qualifications: Bachelor’s degree in Accounting or related field required.
Active CPA license required.
8+ years of progressive tax experience with expertise in high-net-worth clients required.
Proven background in tax strategy and compliance for individuals, partnerships, and corporations.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $180,000
- $250,000 per year A bit about us: We have partnered with a well-established wealth management and advisory firm that provides comprehensive financial planning, estate planning, and investment advisory services to high-net-worth individuals and business owners.
They’re expanding their capabilities by launching an in-house Tax Advisory division — and they’re looking for an experienced Tax Director to build and lead it.
This is a rare opportunity for a public accounting professional to step away from the grind of billable hours and help shape a new practice inside a client-focused environment.
Why join us? Leadership opportunity to build a tax practice from the ground up.
Stable 40-hour work week and strong work/life balance — no public accounting burnout.
Hybrid schedule in 92618 (3-4 days in office per week) Competitive pay structure with fully paid employee healthcare and bonus potential.
Collaborative, client-focused culture with direct access to firm leadership.
Job Details As Tax Director, you’ll have the autonomy and support to design, grow, and lead a new Tax Advisory practice from the ground up.
You’ll play a key role in advising clients and integrating tax strategy into broader wealth and estate planning.
Key responsibilities include: Build and scale a tax advisory service line serving high-net-worth individuals, trusts, and flow-through entities.
Oversee complex individual, partnership, corporate, and fiduciary tax compliance and planning.
Develop and present proactive tax strategies to clients and advisors.
Collaborate with internal wealth, estate, and investment professionals to deliver holistic solutions.
Recruit, train, and manage tax staff as the practice expands.
Stay current on federal and state tax developments and translate them into actionable client strategies.
Qualifications: Bachelor’s degree in Accounting or related field required.
Active CPA license required.
8+ years of progressive tax experience with expertise in high-net-worth clients required.
Proven background in tax strategy and compliance for individuals, partnerships, and corporations.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Legal Assistant, Trust & Estates
🏢 Jobot
Salary not disclosed
Partner with a Sophisticated Practice Serving High-Net-Worth Estates and Trusts This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $85,000
- $90,000 per year A bit about us: Our Trusts & Estates practice advises high‑net‑worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies.
The team combines deep expertise with a collaborative, client‑focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.
Why join us? Join a collaborative, high-net-worth trusts and estates practice where your expertise is valued and your contributions directly support a sophisticated client base.
You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.
We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including: Robust 401(k) match and retirement benefits Competitive salary and bonus opportunities 100% paid health and dental coverage If you excel in a detail-oriented, team-focused environment and are eager to advance your career supporting high-net-worth clients, this is the ideal opportunity.
Job Details Here’s a rewritten version of your job description that keeps all the key duties and qualifications but presents them in a fresh, professional way with a slightly more “high-net-worth / sophisticated practice” tone: Key Responsibilities: Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.
Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
Prepare estate planning documents for execution and serve as a signing witness when required.
Scan, bind, and securely transmit executed estate planning documents to clients.
Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
Manage incoming and outgoing mail efficiently.
Provide backup support for other administrative team members as needed.
Occasionally assist at the reception desk during short-term coverage.
Qualifications: Minimum of five (5) years’ experience as a legal assistant in estate planning, probate, or trust administration within a law firm setting.
Exceptional written and verbal communication skills, with strong attention to detail.
Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as NetDocs, and PDF software.
Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
Professional and courteous in client-facing interactions with families, advisors, and colleagues.
Discreet, maintaining strict confidentiality when handling sensitive information.
Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $85,000
- $90,000 per year A bit about us: Our Trusts & Estates practice advises high‑net‑worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies.
The team combines deep expertise with a collaborative, client‑focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.
Why join us? Join a collaborative, high-net-worth trusts and estates practice where your expertise is valued and your contributions directly support a sophisticated client base.
You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.
We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including: Robust 401(k) match and retirement benefits Competitive salary and bonus opportunities 100% paid health and dental coverage If you excel in a detail-oriented, team-focused environment and are eager to advance your career supporting high-net-worth clients, this is the ideal opportunity.
Job Details Here’s a rewritten version of your job description that keeps all the key duties and qualifications but presents them in a fresh, professional way with a slightly more “high-net-worth / sophisticated practice” tone: Key Responsibilities: Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.
Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
Prepare estate planning documents for execution and serve as a signing witness when required.
Scan, bind, and securely transmit executed estate planning documents to clients.
Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
Manage incoming and outgoing mail efficiently.
Provide backup support for other administrative team members as needed.
Occasionally assist at the reception desk during short-term coverage.
Qualifications: Minimum of five (5) years’ experience as a legal assistant in estate planning, probate, or trust administration within a law firm setting.
Exceptional written and verbal communication skills, with strong attention to detail.
Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as NetDocs, and PDF software.
Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
Professional and courteous in client-facing interactions with families, advisors, and colleagues.
Discreet, maintaining strict confidentiality when handling sensitive information.
Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Tax Manager (Remote)
🏢 Jobot
Salary not disclosed
Tax Manager (Remote) / $$$ / HNW, Trust and Estate Planning / Flexible on location and schedule This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $115,000
- $150,000 per year A bit about us: We are seeking a dynamic and experienced Tax Manager to join our team.
This is a hybrid role, combining both in-person and remote work, offering flexibility and a balanced work-life environment.
You will be a part of a fast-paced and collaborative team in the Accounting and Finance industry, where your expertise in tax management will be highly valued.
This role is ideally suited for a professional with a strong background in tax planning and wealth management, who is adept at handling high net worth individuals and corporations' accounts.
Why join us? Medical/Dental/Vision 401K match Hybrid Flexible on location Growing firm Job Details Responsibilities Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
Provide strategic advice related to 1031 Exchanges and wealth management.
Liaise with the IRS and other regulatory bodies on behalf of our clients.
Conduct comprehensive income tax planning for clients.
Ensure compliance with all federal, state, and local tax laws and regulations.
Provide expert guidance on gift tax matters.
Collaborate with other departments to provide integrated financial solutions for clients.
Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.
Qualifications A minimum of 5 years of experience in tax management, preferably in the Accounting and Finance industry.
A Certified Public Accountant (CPA) designation is preferred.
Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
Extensive experience in managing high net worth individual and corporate accounts.
Proficiency in dealing with the IRS and other regulatory bodies.
Enrolled Agent (EA) certification is a plus.
Strong knowledge of wealth management strategies.
Excellent analytical and problem-solving skills.
Exceptional communication and interpersonal skills.
Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
High degree of professionalism and integrity.
Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
A commitment to providing top-tier customer service.
Ability to work both independently and as part of a team.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $115,000
- $150,000 per year A bit about us: We are seeking a dynamic and experienced Tax Manager to join our team.
This is a hybrid role, combining both in-person and remote work, offering flexibility and a balanced work-life environment.
You will be a part of a fast-paced and collaborative team in the Accounting and Finance industry, where your expertise in tax management will be highly valued.
This role is ideally suited for a professional with a strong background in tax planning and wealth management, who is adept at handling high net worth individuals and corporations' accounts.
Why join us? Medical/Dental/Vision 401K match Hybrid Flexible on location Growing firm Job Details Responsibilities Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
Provide strategic advice related to 1031 Exchanges and wealth management.
Liaise with the IRS and other regulatory bodies on behalf of our clients.
Conduct comprehensive income tax planning for clients.
Ensure compliance with all federal, state, and local tax laws and regulations.
Provide expert guidance on gift tax matters.
Collaborate with other departments to provide integrated financial solutions for clients.
Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.
Qualifications A minimum of 5 years of experience in tax management, preferably in the Accounting and Finance industry.
A Certified Public Accountant (CPA) designation is preferred.
Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
Extensive experience in managing high net worth individual and corporate accounts.
Proficiency in dealing with the IRS and other regulatory bodies.
Enrolled Agent (EA) certification is a plus.
Strong knowledge of wealth management strategies.
Excellent analytical and problem-solving skills.
Exceptional communication and interpersonal skills.
Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
High degree of professionalism and integrity.
Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
A commitment to providing top-tier customer service.
Ability to work both independently and as part of a team.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Not Specified
J
Private Client Services Attorney
🏢 Jobot
Salary not disclosed
Top FL Firm | Great Benefits For Individual/Family | Clear Path For Growth This Jobot Job is hosted by: Jake Vogel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $225,000 per year A bit about us: Our firm employs hundreds of attorneys who focus on more than a few dozen distinct practice areas, including litigation, construction, financial services, corporate, mergers and acquisitions, securities, hospitality, insurance, real estate, taxation and trusts and estates.
At our firm, we are committed to offering sophisticated legal services efficiently and responsively.
We work tirelessly with businesses and individual clients, as well as with referring national and international law firms and companies.
We always strive to provide the highest degree of professionalism and passion for our work.
Our attorneys work in an environment where people are recognized for their value as individuals, giving them the autonomy and freedom to best serve their clients.
Why join us? Meaningful Work! Best in Class Firm! Competitive Compensation Package! Comprehensive Benefits Package! Accelerated Career Growth! Fun Company Activities! Many More! Job Details Practice Group Overview: Private Client Services The Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities, and charitable organizations to protect, preserve, and transition wealth.
Attorneys in this group advise on: Estate planning Tax planning Wealth transfer strategies Estate and trust administration International estate planning Estate and trust litigation Succession planning for family and closely held businesses The team includes attorneys with advanced degrees, Florida Bar Board Certification, and backgrounds as CPAs, authors, and lecturers in estate planning topics.
The ideal candidate will support a broad range of estate planning, taxation, and estate/trust administration matters for individual clients, fiduciaries, and charitable/nonprofit organizations.
Develop and implement sophisticated estate planning strategies, including wills, revocable and irrevocable trusts, gifting strategies, and wealth transfer techniques.
Advise clients on estate, gift, and generation skipping transfer tax matters and prepare related tax filings.
Represent fiduciaries—including personal representatives and trustees—in the administration of estates and trusts throughout Florida.
Counsel closely held and family businesses on succession planning, restructuring, and governance matters.
Provide guidance on international estate planning considerations for clients with multinational ties.
Work collaboratively with partners and other attorneys across Florida offices while maintaining professional autonomy in client service.
Qualifications 5–7 years of relevant experience in Estate planning, Estate and gift taxation, Estate and trust administration and, related services for individuals, charitable organizations, foundations, and corporate fiduciaries (e.g., banks, trust companies).
LL.M.
in Taxation or Estate Planning required.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $180,000
- $225,000 per year A bit about us: Our firm employs hundreds of attorneys who focus on more than a few dozen distinct practice areas, including litigation, construction, financial services, corporate, mergers and acquisitions, securities, hospitality, insurance, real estate, taxation and trusts and estates.
At our firm, we are committed to offering sophisticated legal services efficiently and responsively.
We work tirelessly with businesses and individual clients, as well as with referring national and international law firms and companies.
We always strive to provide the highest degree of professionalism and passion for our work.
Our attorneys work in an environment where people are recognized for their value as individuals, giving them the autonomy and freedom to best serve their clients.
Why join us? Meaningful Work! Best in Class Firm! Competitive Compensation Package! Comprehensive Benefits Package! Accelerated Career Growth! Fun Company Activities! Many More! Job Details Practice Group Overview: Private Client Services The Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities, and charitable organizations to protect, preserve, and transition wealth.
Attorneys in this group advise on: Estate planning Tax planning Wealth transfer strategies Estate and trust administration International estate planning Estate and trust litigation Succession planning for family and closely held businesses The team includes attorneys with advanced degrees, Florida Bar Board Certification, and backgrounds as CPAs, authors, and lecturers in estate planning topics.
The ideal candidate will support a broad range of estate planning, taxation, and estate/trust administration matters for individual clients, fiduciaries, and charitable/nonprofit organizations.
Develop and implement sophisticated estate planning strategies, including wills, revocable and irrevocable trusts, gifting strategies, and wealth transfer techniques.
Advise clients on estate, gift, and generation skipping transfer tax matters and prepare related tax filings.
Represent fiduciaries—including personal representatives and trustees—in the administration of estates and trusts throughout Florida.
Counsel closely held and family businesses on succession planning, restructuring, and governance matters.
Provide guidance on international estate planning considerations for clients with multinational ties.
Work collaboratively with partners and other attorneys across Florida offices while maintaining professional autonomy in client service.
Qualifications 5–7 years of relevant experience in Estate planning, Estate and gift taxation, Estate and trust administration and, related services for individuals, charitable organizations, foundations, and corporate fiduciaries (e.g., banks, trust companies).
LL.M.
in Taxation or Estate Planning required.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Senior Tax Manager
🏢 Jobot
Salary not disclosed
Award winning Wealth Management Firm! This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000
- $165,000 per year A bit about us: We are a team of experienced financial professionals dedicated to helping clients build clarity and confidence in their financial lives.
Our integrated approach combines wealth management, tax strategy, and financial planning to deliver personalized solutions for individuals, families, and business owners.
We take pride in offering proactive, relationship-focused service and simplifying complex financial decisions so clients can focus on what matters most.
Our mission is to help people live well today while planning wisely for tomorrow.
Why join us? Benefits & Perks 401(k) with company match Comprehensive health, dental, and vision coverage Health Savings Account (HSA) options Life and AD&D insurance Short- and long-term disability coverage Flexible work schedule Generous paid time off Supportive, people-first culture that values balance and well-being Job Details We’re looking for someone who thrives in a high-performing, supportive environment and genuinely enjoys helping clients through accounting, tax, or wealth solutions.
Our culture is professional but not overly formal — we value clear communication, attention to detail, and doing what we say we’ll do.
We also embrace efficiency and technology (you won’t find stacks of paper here).
What You’ll Do Lead all aspects of tax compliance, planning, and reporting for clients Manage and mentor team members to support their growth and success Build lasting relationships with clients and become their trusted advisor Stay current on tax laws and regulations to provide proactive guidance What We’re Looking For A sharp CPA with 10+ years of experience Strong tax expertise, especially with passthrough entities, trusts, or high-net-worth clients A naturally positive attitude and commitment to exceptional client service Someone who enjoys leveraging technology to work smarter, not harder Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $130,000
- $165,000 per year A bit about us: We are a team of experienced financial professionals dedicated to helping clients build clarity and confidence in their financial lives.
Our integrated approach combines wealth management, tax strategy, and financial planning to deliver personalized solutions for individuals, families, and business owners.
We take pride in offering proactive, relationship-focused service and simplifying complex financial decisions so clients can focus on what matters most.
Our mission is to help people live well today while planning wisely for tomorrow.
Why join us? Benefits & Perks 401(k) with company match Comprehensive health, dental, and vision coverage Health Savings Account (HSA) options Life and AD&D insurance Short- and long-term disability coverage Flexible work schedule Generous paid time off Supportive, people-first culture that values balance and well-being Job Details We’re looking for someone who thrives in a high-performing, supportive environment and genuinely enjoys helping clients through accounting, tax, or wealth solutions.
Our culture is professional but not overly formal — we value clear communication, attention to detail, and doing what we say we’ll do.
We also embrace efficiency and technology (you won’t find stacks of paper here).
What You’ll Do Lead all aspects of tax compliance, planning, and reporting for clients Manage and mentor team members to support their growth and success Build lasting relationships with clients and become their trusted advisor Stay current on tax laws and regulations to provide proactive guidance What We’re Looking For A sharp CPA with 10+ years of experience Strong tax expertise, especially with passthrough entities, trusts, or high-net-worth clients A naturally positive attitude and commitment to exceptional client service Someone who enjoys leveraging technology to work smarter, not harder Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
D
General Dentist - Lubbock, Texas
Salary not disclosed
General Dentist Opportunity in Lubbock, Texas
Dental Care at Oakmont is seeking an experienced passionate and driven General Dentist to join our dynamic team. This is your chance to help lead a two (2) doctor practice with clinical autonomy while being supported by the resources and expertise of Heartland Dental, the nation’s largest Dental Support Organization.
- Well Established practice and Seasoned Team: Dental Care at Oakmont has been proudly serving the community for two (2) years. You'll have the change to collaborate with another doctor and a high-performing 9 person team that thrives on delivering exceptional patient care while fostering a supportive and communicative work culture. There are twelve ops, though each doctor typically works out of 2-3 depending on comfort level.
- Lubbock's Airport: Enjoy Lubbock's very own airport. Lubbock Preston Smith International Airport serves as the primary airport for the region and offers both domestic and international flights.
- Affordable Living: Lubbock has a cost of living that is lower than the national average.
- Local Attractions: Residents enjoy the beautiful National Ranching Heritage Center, the Buddy Holly Center, local wineries and numerous festivals and community events. The city is also home to Texas Tech University, which contributes to its vibrant college town atmosphere, and is known as a major health care center and the "Hub City" of the South Plains region.
- Cutting-Edge Technology: Utilize state-of-the-art tools, including an iTero Scanner, WaveOne Gold, and VideaHealth AI, to provide advanced and efficient care for your patients.
Compensation & Benefits Highlights:
- Discretionary Personal Time Off (PTO): Maintain a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
- Competitive Earnings: Guaranteed base salary with uncapped earning potential to match your expertise and commitment.
- Wealth-Building Opportunities: Participate in Heartland Dental stock offerings and grow alongside our success.
- Clinical Skills Development: Immerse yourself in world-class continuing education programs designed to hone your clinical skills and elevate your career.
- Unmatched Mentorship: Connect 1:1 with experienced mentors and tap into the collective wisdom of an expansive network of dental professionals. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional and personal relationships.
- Advanced Professional Accreditation: Enroll in the Doctor Mastery Program to earn your Fellowship in the Academy of General Dentistry (FAGD), expanding your service offerings and enhancing your professional standing.
What You’ll Gain:
- Discretionary Personal Time Off (PTO): Embrace a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
- Competitive Compensation: Enjoy a guaranteed base salary coupled with an uncapped earning potential, providing you with financial stability and the opportunity to excel in your career.
- Elite Clinical Skills Development: Immerse yourself in world-class continuing education programs tailored to hone and elevate your clinical skills. We're committed to supporting your journey towards becoming an elite professional.
- Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional relationships.
- Advanced Professional Accreditation: Join the Doctor Mastery Program and earn your Fellowship in the Academy of General Dentistry (FAGD). This program opens doors to a broader menu of services for your patients, enhancing your professional repertoire.
- Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.
- Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.
- Cutting-Edge Technology: Be at the forefront of dentistry with unparalleled business support and access to the highest quality technology, supplies, and labs. You're in the driver's seat, equipped with the tools necessary for success.
Join us on a journey where your skills are celebrated, your growth is a priority, and your impact on patients' lives is immeasurable.
You'll Need to Have:
- DDS/DMD Degree: Possess at least 1 year of experience with a Doctor of Dental Surgery (DDS) or Doctor of Dental Medicine (DMD) degree, along with an active and unrestricted license in the state of Texas.
- Comprehensive Dentistry Skills: Demonstrate clinical knowledge for practicing comprehensive dentistry, showcasing your ability to diagnose and treat a wide range of oral health issues with precision and care.
- Commitment to Continuous Learning: Exhibit a strong desire to continue learning and expanding clinical skills to meet the evolving needs of patients. We foster an environment that encourages professional growth and development.
- Credentialing with Dental Insurance Plans: Ability and willingness to become credentialed with various dental insurance plans, ensuring seamless and comprehensive coverage for our patients.
Physical Requirements:
- Essential Duties Performance: Demonstrate the ability to perform essential duties satisfactorily, with or without reasonable accommodation. We are committed to providing accommodations that enable individuals with disabilities to excel in their roles.
- Versatility in Sitting and Standing: Expect prolonged periods of sitting and standing, adapting to the dynamic nature of dental practice.
- Physical Stamina: Capable of lifting and carrying up to 45 pounds when necessary, ensuring your physical stamina aligns with the demands of the role.
- Virtual and In-Person Training: Availability to attend periodic virtual training sessions (or in-person when required) throughout the year. We prioritize ongoing education to enhance your skills and keep you at the forefront of industry advancements.
At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards.
By applying, you consent to your information being transmitted to the Employer by SonicJobs.
See Heartland Dental Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
permanent
F
Trust Officer
Salary not disclosed
Company Overview:
Fiduciary Trust ("Fiduciary"), comprised of Fiduciary Trust Company of New England ("FTCNE"), and its affiliate in Boston, Fiduciary Trust Company, is an independent, privately-owned wealth management firm, supervising more than $31 billion of assets for individuals, families, charitable organizations and in custody or administration.
Fiduciary Trust Company was founded in 1885 as a family office and incorporated as a trust bank in 1928. Throughout its 140-year history, Fiduciary has maintained a proud tradition of providing our clients with objective, holistic advice to meet their investment, trust, and estate needs. This focus and commitment have resulted in a sustained 98% client retention rate with several clients having relied upon Fiduciary to handle their financial matters for multiple generations.
Fiduciary currently has approximately 160 dedicated employees with an average tenure of 10 years. Our close-knit culture and team approach facilitate a firm-wide dedication to client satisfaction, high ethical standards, and sophisticated solutions for our clients. Collegiality, cross-functional collaboration and high integrity foster an unyielding commitment to client service and remain hallmarks of the firm.
Fiduciary manages client investment portfolios using a hybrid open architecture approach that provides access to top-tier managers, while allowing for direct management of individual stocks, bonds and alternative investments. Fiduciary offers expertise in trust and estate administration services and access to New Hampshire's favorable trust laws through FTCNE. Our range of services also includes experienced estate and financial planning, philanthropic advice and foundation management, income tax planning and tax return preparation, asset custody, reporting and a broad array of family office support.
Through client focus, prudent management and a strong 140-year foundation, Fiduciary is in an exciting stage of continued growth.
Fiduciary Trust Company of New England is a New Hampshire chartered trust company based in Manchester, NH and is recognized nationally as the premier provider of New Hampshire trust services. FTCNE provides flexible trust administration services, including serving as a corporate trustee under directed and delegated trust arrangements, and also offers wealth planning, investment management, and private trust company hosting and family office support services.
Position Description:
As the primary professional responsible for overseeing a book of trust accounts for which the company serves as corporate trustee, the Trust Officer will have a critical role on Fiduciary Trust of New England's rapidly growing New Hampshire trust services team. The Trust Officer will provide relationship management, trust administration, and other fiduciary and wealth management services directly to trust clients and beneficiaries and will focus primarily on trust accounts that are managed by Morgan Stanley and other channel partners. The Trust Officer will work closely with the sales team, external financial advisors, co-trustees, trust protectors and other outside advisors on directed and delegated trusts. As such, the Trust Officer must have the ability to work collaboratively with internal and external professionals, and possess the experience, judgment and communication skills required to earn the trust and confidence of our most important asset, our clients.
In addition to servicing existing clients and expanding those relationships, the Trust Officer is expected to contribute to the firm's efforts to attract new clients by working closely with FTNE management and business development professionals to expand relationships with channel partners.
The role will be based in Manchester, NH and will report to the President of FTCNE.
Position Responsibilities:
- Working closely with the external Financial Advisor, develop strong relationships with clients, co-trustees, and other professionals involved in each trust, while maintaining an understanding of the terms of the trust and the dynamics of various trust relationships.
- Maintain ongoing communication with trust beneficiaries, co-trustees and other fiduciaries in connection with trust matters, including discretionary distribution requests, taxes and trust accountings.
- Counsel trust beneficiaries with respect to trust distributions and draft and present formal discretionary distribution requests at monthly Trust Committee meetings.
- Maintain appropriate documentation in connection with illiquid trust assets, including real estate, promissory notes, LLCs and LPs.
- Coordinate annual administrative reviews in accordance with company policy and maintain appropriate documentation in trust files.
- Work closely with clients' estate planning attorneys and in-house trust counsel on trust decantings, migrations, and non-judicial settlement agreements.
- In conjunction with the Client Associate, oversee all aspects of trust account administration.
- Work with the Tax Department to facilitate the annual preparation of fiduciary and personal income tax returns.
- Leverage relationships with existing clients, outside network of professionals, and personal contacts to generate activity to achieve new business goals.
- Contribute to FTCNE's marketing efforts by networking with potential referral sources and actively maintaining a presence in the local community.
- Maintain and enhance substantive knowledge of New Hampshire trust law through ongoing professional education and participation in professional associations and contribute as a "thought leader" within Fiduciary and externally.
Qualifications/Experience:
- A minimum of 5 years of industry experience, including significant experience in trust administration and fiduciary services. Trust administration experience under New Hampshire law or similar favorable trust jurisdiction (DE, SD, etc.) is strongly preferred.
- Working knowledge of estate and fiduciary taxes, and personal financial, legal, family dynamics and other challenges that confront high net worth trust clients.
- Experience working effectively in a collaborative team environment and with outside professionals.
- Excellent interpersonal, analytical and communication skills, judgment, and an energetic, collaborative, and enthusiastic working style.
- Capacity to solve problems by applying a combination of rigorous thinking and pragmatic judgment.
- Strong undergraduate academic record and degree required, preferably combined with other desirable credentials such as an MBA, CTFA, CFP and/or JD.
Compensation Information: Annual base salary for this role is $175,000-$215,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus.
Not Specified
A
Corporate Paralegal
Salary not disclosed
Job Title: Corporate Paralegal – Estates & Trusts
Location (city, state): Phoenix, AZ
Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000)
Industry: Financial Services / Legal
Benefits: This position is eligible for health, dental, and vision coverage (75% employee coverage), 401(k) with 5% match and Roth option, paid time off, education support, and award trips for goal achievement.
About Our Client:
Addison Group is hiring on behalf of a stable and growing financial services firm in Phoenix, recognized for its collaborative, people-first culture and low employee turnover. The company has a long history of promoting from within, with senior staff averaging 10+ years, and offers significant career growth opportunities in estate planning, legal document management, and relationship management.
Job Description:
The Corporate Paralegal – Estates & Trusts will prepare and review legally compliant estate planning documents, ensuring accuracy and quality while working closely with service and sales teams. This client-facing role requires exceptional attention to detail, polished communication skills, and the ability to manage multiple priorities efficiently.
Key Responsibilities:
- Draft revocable and irrevocable trusts and other estate planning documents using approved templates.
- Review documents for accuracy, completeness, formatting, dates, names, and grammar before submission.
- Manage assigned caseloads to ensure timely delivery of all legal documents.
- Maintain accurate member records and notes in Salesforce.
- Coordinate with estate planning attorneys as needed.
- Schedule client appointments for document presentations.
- Assist with additional legal and administrative tasks as assigned.
Qualifications:
- High School Diploma or GED required; Bachelor's degree preferred.
- Certified Legal Document Preparer (CLDP) required; Paralegal certification is a plus.
- 2+ years of paralegal experience, preferably in law firms, wealth management, or financial services.
- Prior experience preparing estate planning documents, including revocable and irrevocable trusts.
- Proficiency in Microsoft Office; Salesforce experience is a bonus.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Polished, client-facing communication skills and a professional demeanor.
- Ability to attend two evening events per month.
Nice to Have:
- Experience with or similar wealth management platforms.
Additional Details:
- Employment type: Permanent / Direct Hire
- Schedule: Monday–Thursday 9:00 AM – 6:00 PM; Friday 9:00 AM – 1:00 PM
- Start date: Immediate
- Reporting to: Head of Relationship Management Group
Perks:
- Low turnover with 95% retention rate among senior staff.
- Weekly half-day Fridays to support work-life balance.
- Collaborative, professional, and growth-oriented work environment.
- Opportunities for career advancement in case design, financial services, or relationship management.
- Education reimbursement and ongoing training encouraged.
- Quarterly performance-based revenue share bonuses (~$4,000–$7,000 per quarter).
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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