Financial Attorney Jobs in Naples

Wealth Management - Private Bank - Private Banker The candidate will be responsible for advising families on building, preserving and managing their wealth. Will use knowledge of investments, financial planning, credit ..

Director- Regional Compliance Officer - North America Duties: Develop, initiate, maintain, and revise compliance policies and procedures for the company’s North American and global operations and third-party distribution network to prevent ..

Audit Director - Software and Technology Industry Professional The candidate provides audit, tax, consulting, or other services to clients, demonstrating command of their major area of specialization within a specific industry. ..

Tax Manager The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and ..

A law firm in Naples, FL, is seeking an experienced Real Estate Attorney with 5+ years of significant experience in handling commercial real estate transactions. The ideal candidate will have expertise ..

WM Senior Trust Officer 2 The candidate will responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as ..

Senior Trust Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets . Work with Private Bank Team to identify fiduciary opportunities and solutions. ..

Director of Financial Planning The candidate will provide training and marketing content through presentations, published writing and webinars. Enhance the quality and consistency of planning advice and deliverables provided to clients, ..

Administrative Assistants (The candidate will be scheduling of mediation and depositions. Sending and tracking letters to clients. Organizing notices and letters for depositions and/or mediations. Calling clients to confirm appointments. Performing ..

Lien Specialist Duties: Work with Attorneys to process specific liens within case settlements, including Medicare, Medicaid, Federal, ERISA and other as needed. Work directly with Finance for check deposits and payments. ..

... in net worth) involving complex financial issues and strategies, typically including ... understanding of the family’s current financial situation across all disciplines and ... leadership pieces focused on various..

Tax Manager Duties: The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely ..

Private Bank - Private Banker, Associate The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an ..

Tax Manager - Cannabis Solutions Group Duties: Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a ..

Job OverviewA law firm seeks a Real Estate Associate in Naples, FL. This role offers the opportunity to engage with sophisticated clients on complex real estate transactions, focusing on data center ..

Provider Specialist Duties: Works with Premises Attorneys to process case settlements, including Medicare and health insurance liens, review medical bills and computation of net settlements. Works directly with Finance for check ..

Trust & Estates Legal Assistant The candidate provides administrative support to 3-4 lawyers. Creates and maintains a filing system; opens and closes files in a timely fashion. Enters attorney time entries ..

Senior Fiduciary Strategist The candidate retains and deepens profitable client relationships within assigned revenue base while actively producing new revenue to achieve both team and individual production goals. Leads the delivery ..

... understanding of the family’s current financial situation across all disciplines and ... Analysts, monitor and disseminate best financial planning practices for the group, ... the client’s and prospects current..

Tax Manager - Tax Advisory Group (TAG) The candidate will train and develop fellow HBK team members in their areas of expertise. Will identify and Implement Planning Opportunities. Tax Advisory Group ..

Trust & Estates Paralegal The candidate' must have an experienced Trust and Estates Paralegal who is looking to join a team that appreciates your expertise? Must have a deep understanding of ..

Seasonal Tax Accountant Duties: Responsible for performing a detail review of tax returns that are routed to the HBK Review Pool. The types of returns: 1040, 1041, 1065, 1120, 1120S, 709, ..