Top 17 Managing director Jobs in West Palm Beach Fl

Managing Director & Family Office Fellow
Oxford Financial GRP —Palm Beach, FL
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Managing Partner
Texas Roadhouse —West Palm Beach, FL
- Full-time
- Casual dining restaurant
- Team management
- Organizational skills
- Profit sharing
- Paid parental leave
Managing Director - CIO
Oxford Financial GRP —Palm Beach, FL
- Full-time
- Office
- Master's degree
- Bachelor's degree
Quick Apply
Restaurant Managing Partner
Ford's Garage —Boynton Beach, FL
- Full-time
- Sales
- English
- Mid-level
- Health insurance
- Employee discount
Quick Apply
Managing Director & Senior Wealth Strategist
Oxford Financial Group, Ltd. —Palm Beach, FL
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Managing Director & Oxford Investment Fellow
Oxford Financial GRP —Palm Beach, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Security Officer
AJ2 Security —West Palm Beach, FL
- Weekends as needed
- Background check
- Pass drug screening
- 11+ years
Quick Apply
Tax Managing Director
CBIZ —Boca Raton, FL
- Hybrid work
- CPA
- Writing skills
- Office
Managing Tax Counsel
NextEra Energy, Inc. —Juno Beach, FL
- Full-time
- Office
- Bachelor's degree
- Team management
Managing Director, Tax
Forvis Mazars —Boca Raton, FL
- Full-time
- CPA
- 11+ years
- Research
Quick Apply
RN Case Manager PRN
HCA Florida JFK Hospital —Atlantis, FL
- PRN
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Case Manager PRN
HCA Florida JFK North Hospital —West Palm Beach, FL
- PRN
- Mid-level
- Children
- Adolescents
- Employee stock purchase plan
- Disability insurance
Quick Apply
Experienced Managing Consultant Construction Claims and Dispute Resolution
Merge Associates —United States
- $120,000 - $300,000 a year
- Full-time
- Remote
- Background check
- Engineering
- 11+ years
- Health savings account
- Paid holidays
Quick Apply
Manager Supply Chain Programs 2
Northrop Grumman —United States
- $146,600 - $219,800 a year
- Overtime
- 3 years
- High school diploma or GED
- Bachelor's degree
- Paid holidays
- Disability insurance

Discover related jobs

Based on your search for managing director jobs.

Senior Vice President - Operations
Confidential —Broward County, FL
Bachelor’s degree in Business Administration, Operations Management, or a related field; Master’s degree preferred.
From $180,000 a year
Quick Apply
13d
Vice President of Marketing
Catch Coverage, LLC —Oakland Park, FL
Lead and develop an existing multi-disciplinary marketing organization; identify organizational gaps and capability needs; hire and develop channel specialists;…
$160,000 - $180,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Director of Finance and Administration
Astute Technology Management —Dublin, OH
Perform financial analysis, including margin analysis, variance analysis, and employee cost/burden rate evaluations. Low-cost dental and vision coverage.
$90,000 - $140,000 a year
Quick Apply
Managing Attorney - Health and Benefits Practice Group
Legal Aid of Southeast and Central Ohio —Columbus, OH
Lead and support all functions related to legal advocacy ranging from intake to the representation of clients before local, state, appellate and federal courts,…

Show more jobs in cities nearby

I want to receive the latest job alert for managing director in west palm beach fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

managing director jobs near west palm beach fl

Tax Director jobs in Boca Raton, FL

Wealth Manager jobs in Palm Beach, FL

Chief Information Officer jobs in Palm Beach, FL

Rn Case Manager Remote Jobs jobs in New York State

Registered Nurse Case Manager jobs in Sunrise, FL

Registered Nurse Case Manager jobs in Killeen, TX

Case Manager jobs in Utah

Psychiatric Nurse jobs in Detroit, MI

Registered Nurse Case Manager jobs in Washington, DC

Registered Nurse Case Manager jobs in Bridgeton, MO

Telephone Triage Nurse jobs in Arizona

Managing Consultant jobs in Westerville, OH

Quality Improvement Consultant jobs in Remote

Managing Consultant jobs in Denver, CO

Managing Consultant jobs in Spartanburg, SC

Managing Consultant jobs in Washington, DC

Healthcare Consultant jobs in San Francisco, CA

Learning Disabilities Teacher Consultant jobs in New Jersey

Tax Director jobs in Arvada, CO

Tax Internship jobs in California

Managing Director & Family Office Fellow

Oxford Financial GRP
Palm Beach, FL

Quick Apply

Job Details

Full-time

Qualifications

Estate planning needs analysis
Serving clients
Tax law research
Financial statement analysis
Financial report interpretation
Case law analysis
Computer skills
Estate planning

Full Job Description

POSITION SUMMARY

As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES AND RESPONSIBILITIES:

Produces and performs review of complex client estate and wealth planning deliverables

Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
Reviews, analyzes and summarizes sophisticated estate planning documents.
Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
Anticipates client questions.

Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings

Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
Participates in client/prospect/advisor meetings as needed.
Participates in feedback/debrief meetings and takes a active approach to continuous improvement.

Serves as a technical resource for and to the firm

Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
Reviews or creates and maintains estate planning related technical education summaries and materials.
Provides subject matter expertise and training opportunities to internal associates.

Performs other duties as assigned

QUALIFICATIONS

College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
Must have ability to explain complex estate planning strategies in a client friendly manner.
Must have a professional demeanor with the utmost respect for confidential matters.
Must be able to work independently and in a team environment.
Must have excellent written and verbal communication skills with strong interpersonal skills.
Must be detail oriented with excellent organizational skills.
Must have ability to multi-task.
Must have ability to work in a fast paced environment.
Must have strong work ethic with a positive attitude.

WORKING CONDITIONS

Limited travel as business needs necessitates
Long periods of sitting utilizing a computer
100% onsite

Quick Apply

Refine Your Search

managing director jobs in west palm beach fl

Managing Director & Family Office Fellow

Managing Partner

Managing Director - CIO

Restaurant Managing Partner

Managing Director & Senior Wealth Strategist

Managing Director & Oxford Investment Fellow

Security Officer

Tax Managing Director

Managing Tax Counsel

Managing Director, Tax

RN Case Manager PRN

RN Case Manager PRN

Experienced Managing Consultant Construction Claims and Dispute Resolution

Manager Supply Chain Programs 2

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for managing director in west palm beach fl

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected