Remote Gift Planning Jobs in Florida (NOW HIRING)

... planning matters. The office will be located in Naples, Florida, however, can allow for remote ... Prepare and/or review estate, gift, and fiduciary tax filings (Forms 706, 709, 1041) * Collaborate ...

The scope of work includes wills, revocable and irrevocable trust planning , estate and gift tax ... Remote work may be acceptable, and whether you are already licensed to practice law in Florida or ...

This is a remote position. About the Firm We are representing a long-established wealth management ... This new vertical will complement the firm's existing financial planning, investment management ...

Remote or Hybrid Successful candidates should have the following: * 4+ years of tax and public ... and gift tax, investment advisory, and financial planning. * Ability to prepare working trial ...

This is a remote position. About the Firm We are representing a well-established wealth management ... gift tax planning, equity compensation, liquidity events, and forward-looking projections.

Remote/Hybrid Successful candidates should have the following: * You have 2-5 years of experience ... Prepare individual, fiduciary, estate, and gift tax returns by deadlines. * Work with the tax team ...

Salary: $110,000 Remote Position - Must reside in Florida or Georgia Job Summary: At Pace Center ... Manage a portfolio of major gift prospects, leading cultivation, solicitation, and stewardship to ...

Salary: $110,000 Remote Position - Must reside in Florida or Georgia Job Summary: At Pace Center ... Manage a portfolio of major gift prospects, leading cultivation, solicitation, and stewardship to ...