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estate planning in Miami

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  1. *Estate & Trust Senior Manager / Director

    Well established public accounting firm located in Miami is looking for a tax professional specializing in estate and trust tax matters.  Manage a great tax group and take advantage of a great work environment.   Responsibilities   Job Description Manager client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Provide tax planning and consulting to our firm's high net worth clients for estate and gift taxation ...

  2. *Estate & Trust Senior Associate

    National public accounting firm in Miami is currently looking for a Senior Tax Associate to join their practice.  This role will focus on estate and trust tax matters by providing tax compliance and consulting services to  high net worth individuals and  their related business and investment interests held in LLCs, S-Corporations and trusts.   Responsibilities Run client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to ...

  3. Mortgage Loan Officer

    AmeriCU Company is seeking a well-qualified Mortgage Loan Originator that is looking to take their career to the next level. AmeriCU Mortgage is a full-service mortgage lender that employs a full-time staff of processing, underwriting, closing, and servicing personnel. AmeriCU Mortgage Loan Originators are able to: Actively originate mortgage loans at a healthy pace (3+ loans per month). Make solution-based presentations of affordable home financing to prospective borrowers, credit unions, ...

  4. Administrative Assistant

    Work for one of the premier real estate investment, finance, management and development company's in Miami. We are looking for a Temp to Hire Administrative Assistant. This position requires familiarity with real estate related contract and documents. - Preparation of listing agreements and various other real estate documents and approval memorandum - Preparation of "PPA" requests and Officer's Certificates and submittal of funding requests to the Master Servicer - Prepare requests for all new bank ...

  5. Manager or Senior Tax Manager - International Tax

    Job Summary: Manage the delivery of a full range of international tax services and advise U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinate U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy. Job can be based in Miami or Ft. Lauderdale. Major Responsibilities: Supervise all aspects of international tax compliance for individuals, corporations, partnerships, trusts and estates Research and ...

  6. Tax Attorney - CPA Firm

    Tax Attorney - Miami, FL   Job Summary: Manage complex international tax consulting engagements in tandem with Senior International Tax Director. Manage the delivery of a full range of international tax services and advise U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinate U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy.   Major Responsibilities: Supervise all aspects of international tax ...

  7. Registered Sales Assistant - Financial Services, Miami

    Main Responsibilities: Act as liaison with clients and legal/accounting professionals on all planning matters Assist Director and clients with file preparation, client date gathering, client engagements, plan implementation and tracking of business Facilitate insurance underwriting and estate planning process with extensive follow up on account / contract details and transactional items Prepare investment account paperwork and customer service forms Maintain calendar of client investment ...

  8. Financial Administrative Assistant

    Administrative Assistant Main Responsibilities: Act as liaison with clients and other professionals on all planning matters Assist managers and clients with file maintenance, client data gathering, client engagements, plan implementation and tracking of business Facilitate insurance underwriting and estate planning process with extensive follow up on account / contract details and transactional items Prepare investment account paperwork and customer service forms Maintain calendar of client ...

  9. Sales Representative - AutoNation Chevrolet of Greenacres

    AUTONATION CHEVROLET GREENACRES NOW HIRING: AUTO SALES REPRESENTATIVES! NO SALES EXPERIENCE? NO PROBLEM! WE WILL TRAIN YOU THE RIGHT WAY! The auto industry is BACK IN A BIG WAY! Sales are up all over the country, and AutoNation Chevrolet Greenacres is NO EXCEPTION! Due to this rapid growth we are currently looking for career-minded individuals who are immediately available to start a full-time career as a Sales Professional. We will be filling MULTIPLE SALES POSITIONS! We owe our many years of ...

  10. IMMEDIATE HIRE I $100K+ I PAID TRAVEL I SALES AGENT

    EPG is a national merchant services ISO for First Data Corporation (www.firstdatacorp.com) . We are seeking to grow our new business development team and have an immediate need for 4-5 Outside Sales Executives (OSE). OSE's travel 2-3 weeks (OFF 1-2 WEEKS) out of each month to pre-determined locations (of their choice) within the U.S. to meet with 3-5 prescheduled appointments per day. OSE's are expected to meet with business owners and convert those opportunities into new business for the firm. ...

  11. Residential Real Estate Manager/Recruiter

    Seeking an experienced real estate brokerage manager/recruiter for expanding South Florida real estate office. Must have a proven record of recruiting new and experienced agents and an ability to manage, assist and motivate existing agents. Responsibilities include: Identifying and recruiting top agents to join our team. Recruiting and training new agents to achieve success. Managing and motivating a team of experienced agents to increase productivity. Skills and Abilities: Must be organized, ...

  12. Residential Real Estate Manager

    Seeking an experienced real estate brokerage manager for expanding South Florida real estate office. Must have a proven record of finding new and experienced agents and an ability to manage, assist and motivate existing agents. Responsibilities include: Identifying top agents to join our team. Finding and training new agents to achieve success. Managing and motivating a team of experienced agents to increase productivity. Skills and Abilities: Must be organized, results oriented, and willing to ...

  13. RTT SPECIALIST I - Recording Section

    NATURE OF WORK This is specialized clerical work performed under close to general supervision involving a variety of office and clerical duties and other assignments associated with preliminary and post document recording, collection of taxes, and issuance of motor vehicle license plates and titles.  Cashiering and customer service skills are required. ILLUSTRATIVE TASKS Provides customer service, in person or by phone, fax or e-mail in connection with document recording, taxes or vehicle/vessel ...

  14. Real Estate & Fleet Management Administrator

    Summary: The Real Estate and Fleet Management Administrator serves as the real estate administrator for the organization, administers facilities and fleet management business functions for the purpose of supporting the organizations goals and objectives. Essential Duties and Responsibilities: Review and oversee facility rent and other payments Abstract and scan commercial lease documents Create and maintain lease files and organize payments Track active lease deals and letters of intent, ...

  15. Facilities Manager

    Unity Recovery Group – Hobe Sound, FL Unity Recovery Group is expanding, we are looking for people in the Hobe Sound and Port St Lucie area to join our team as Facility Managers. Are you creating an extraordinary experience for the people you come in contact with every day? Do you use words like coaching, developing, mentoring and motivating with the individuals to describe your management style? Do you want to manage in an environment that values its employees and strives to give everyone ...

  16. Staff Accountant

    Description Our client has become the world’s leading real estate crowdfunding platform by giving individual investors from around the world the opportunity to invest in specific commercial real estate projects. Its innovative approach creates an entirely new source of efficient financing for real estate developers and gives individual investors an opportunity to invest in some of the most sought after commercial real estate in the world. The Staff Accountant reports to the Controller and is ...

  17. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States. Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers. Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  18. Trusts & Estates Paralegal

    Trusts & Estates Paralegal Prestigious West Palm Beach firm is seeking an experienced Trusts & Estates Paralegal for their busy group. The ideal candidate will have 5+ years experience in a Florida firm. Draft, organize and review estate planning documents (including wills, revocable trusts, insurance trusts, intentionally defective grantor trusts and charitable trusts) Preparation of various IRS tax forms. Form and maintain various foreign companies; Irrevocable trusts Credit shelter/tax ...

  19. Maintenance / Inventory Manager

    ATARID, Specialist Recruiters Nationwide to the Property, Hospitality & Asset Management Industries are working with our Client property development and management corporation who need a: Maintenance & Inventory Manager Job#: EB-7471403188 Responsibilities: • All maintenance operations and inventory management of approx. 8+ residential communities, including business plans, safety audits, facilities management, mobile home inventory management, property visits completed and follow through at each ...

  20. District Sales Manager

    District Sales Manager   Company:   Our company has over 15 years of experience in providing security solutions for residential and commercial real estate. We specialize in physical security and monitoring products for single family residences, retail complexes, commercial buildings, construction sites, government buildings. We are growing quickly and are seeking a highly dedicated Outside Sales Manager to join our Business Development team.  This is an excellent opportunity for a highly ...

  21. Office Assistant Receptionist

    Details: Position: Office Assistant Receptionist (OAR) Department: Administration Level I Full-Time Shift: 8:30AM - 5PM (Monday-Friday) Starting Salary: $17.85-$19.40 Per Hour   The Office Assistant Receptionist plays a key in helping the community achieve very satisfied residents through customer service efforts that enhance our resident relations. He/she will provide management support to the leasing team and assist the property manager as necessary to ensure the property can maintain a sales ...

  22. Tax Senior

    Tax Senior Local CPA firm in Miami is looking for a Tax Senior with 5-8 years of public accounting tax experience. The firm specializes in accounting and tax preparation for a wide variety of clients. Work will include tax planning and tax filing, Estate and Probate accounting, Corporate tax returns, and financial statements for small businesses. The ideal candidate will have a CPA and be willing to be groomed for future advancement. Great office environment. Salary Range: $50,000 to $75,000 Email ...

  23. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States.  Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers.  Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  24. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States.  Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers.  Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...