Firm Overview Margolis Bloom & D'Agostino is a highly respected trusts and estates law firm based in Wellesley, MA. Our team of experienced attorneys and staff are dedicated to providing personalized and comprehensive legal services to our clients. We...
- Financial Services - Wealth and Asset Management Client... Delivery Services - EDGE H1 heading: Join the EY team as a Tax Manager in Financial Services H2 headings: - Build a Unique Career with EY - About EY and its Values - The Opportunity...
firm does not accept resumes from recruiters or placement agencies. H1: Join Our Growing Team as a Trusts and Estates Associate Attorney at **MEMBERS ONLY**SIGN UP NOW***. in Cambridge, Massachusetts! H2: Exciting Opportunity for a Detail-Oriented and Adaptable Individual with...
Attorney Job Responsibilities: - Handle case management from the inception of... the file to the closure of the matter for all estate administration and probate matters within the law firm. - Manage probate and trust administration projects, including settling probate estates and trust...
- Financial Services - Wealth and Asset Management Client... Delivery Services - EDGE The candidate will deliver tax compliance and consulting work for clients. Support new and existing client relationships. Provide compliance and consulting delivery services to meet deadlines for...
role of a Tax Senior - Financial Services Organization - Private Client Services is an exciting opportunity for individuals with a passion for tax planning and compliance. This role offers a competitive salary and the chance to work with a...
Tax Senior - Financial Services Organization - Private Client Services H2: Location: New York, Other locations: Anywhere in Country, Salary: Competitive Job Title: Tax Senior - Private Client Services Experience: Minimum 3 years in professional services or tax organization...
Services Senior Manager - FSO - Tax Technology & Transformation, Indirect EDGE Location: Boston Other locations: Anywhere in Country Salary: Competitive Date: Jan 21, 2025 Job description Requisition ID: 1576093 At EY, you’ll have the chance to build a career...
Title: VP AGC – Wealth Management Platforms, Programs &... Advisory Attorney Job Responsibilities: The VP AGC – Wealth Management Platforms, Programs &... Advisory Attorney will play a pivotal role in the corporate legal advice team at the company. The position involves providing...
SEO friendly job title: Wealth Management Summer Analyst at... H1: Goldman Sachs Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer Internship at Goldman Sachs...
Job Title: Wealth Management Summer Analyst in... H1: Join Our Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: Gain Experience and Training in the Financial Industry Our Firm's Summer Analyst Program in Boston, Massachusetts offers students pursuing...
Summer Associate for their Wealth Management division in Boston,... Massachusetts. This is a nine to ten week internship program for students pursuing an advanced degree such as an MBA, JD, MD or LLM. In this program, you will have the...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...
Asset and Wealth Management Tax Director The... candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as...
Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax...
Asset and Wealth Management Tax Manager The... candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
this sounds interesting, apply now. Associate Wealth Strategist – Advanced Tax... Planning for Ultra High Net Worth Clients H1: Join Our Team as an Associate Wealth Strategist for Ultra High... Net Worth Clients H2: Enhance Your Career with **MEMBERS ONLY**SIGN UP NOW***.'s Global Wea...
We not only have the best **MEMBERS ONLY**SIGN UP NOW***. positions, but we also have the most. Litigation and Private Wealth Paralegal The candidate will... assist attorneys in all stages of litigation and estate planning matters. Legal fact and basic legal researc...
Assistant at a law firm, to be part of their Estate Planning Department. The ideal candidate must have experience with Microsoft programs, document formatting, Outlook, Excel spreadsheets, document management software, and time and... billing software. ## Responsibilities The...
Information: The average salary for a Trusts and Estates Administrative Paralegal in New York, NY is $68,000 per year. In Boston, MA, the average salary is $66,000 per year. Salaries may vary depending on experience, education, and firm size....
week - Full-time position based in Boston office Responsibilities: - Assist with administration and management of estates and trusts... - Prepare and file probate documents and tax returns - Maintain client files and produce documents and spreadsheets - Communica...
The salary for this position will depend on the candidate's level of experience and qualifications. However, the average salary for a trusts and estates administrative paralegal in Boston, MA is around $70,000 per year. Some firms may offer additional benefits...
Firm Seeking Experienced Legal Administrative Assistant Position Summary: - Provide administrative support to assigned attorneys and legal personnel in the Private Client and Estate Planning practice areas. - Multi-task and handle complex document production, administrative functions, and client...
Counsel – Investment Advisor Practice Group: H1: Join MassMutual as Lead Counsel – Investment Advisor Practice Group H2: Exciting Opportunity for Experienced Attorney The Opportunity: - As a member of MassMutual’s Legal Department, you will provide legal advice...
Title: Senior Attorney Estate Planning & Administration Job Responsibilities: The Senior Attorney Estate Planning & Administration position at the law firm involves a wide range of responsibilities focused on life, estate, and business planning. The successful candidate will possess...
- Financial Services - Wealth and Asset Management Client... Delivery Services - EY EDGE Salary: $103,600 - $189,700 (base salary range for all geographic locations in the US) Location: New York (other locations available) Date: Jul 25, 2024...
the Company: - Wellington Management Group LLP is one... world's largest independent investment management firms - With over... trillion in assets under management, they serve clients in... over 50 countries - Committed to attracting a diverse workforce and fostering an...
Communicate directly with clients on a regular basis, providing updates on their cases and addressing any concerns they may have. Conduct legal research and draft pleadings, motions, and other legal documents. Represent clients in court...
vehicles. - Research new product ideas and issues, working with counsel and stakeholders to propose solutions. - Coordinate and prepare materials to facilitate decisions regarding the structuring of new products. - Oversee the ongoing day-to-day management of new and ex......
Wealth Strategies Advisor Posted Nov... 29, 2024 Apply Now Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how...
Advanced Wealth and Tax Strategist Windsor,... Connecticut; Boston, Massachusetts Job Category Marketing & Communications ID R17059 Apply Now Overview Job Description Hiring Process Culture Benefits The Boston Globe: Top Places to Work 2023...
sounds interesting, apply now. Associate Wealth Strategist - Boston, United... States Salary: $100,000 - $150,000 per year Experience: 3+ years Department: Advanced Planning Group Company: **MEMBERS ONLY**SIGN UP NOW***. H1: Join **MEMBERS ONLY**SIGN UP NOW***. as an Associate Wealth Strategi...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... responsibilities in both After-Tax Wealth Strategy and Investment Strategy.... After-Tax Wealth Strategist Key Responsibilities: - Provide... estate planning. - Frame choices and solution sets for clients. - Offer thought leadership on after-tax wealth str...
Investment Management - Private Wealth Salary Information: The... wage range for this role is estimated to be $63,420 to $144,300, taking into account factors such as skill sets, experience, certifications, and organizational needs. Eligible employees may also participate in...
Position: Tax Manager-Investment Management-Private Wealth (East Region City Locations)... Overview: **MEMBERS ONLY**SIGN UP NOW***.'s Private Wealth Tax practice is seeking... a highly skilled and experienced Tax Manager to join their growing team. The ideal candidate will have extensive knowledge in various areas...
- Financial Services - Wealth and Asset Management Client... Delivery Services - EDGE The candidate will deliver tax compliance and consulting work for clients. Support new and existing client relationships. Provide compliance and consulting delivery services to meet deadlines for...
- Financial Services - Wealth and Asset Management Job Responsibilities: As... Senior Manager in the Wealth & Asset Management practice... at the company, you will take on a critical role in managing and coordinating tax compliance and advisory work for clients. Your...
ability to close deals, acquire new clients and retain existing clients Strong compliance record in prior position(s) Salary Information The salary for this position is highly competitive and commensurate with experience. We also offer an...
Friendly Job Title: Experienced ERISA Attorney for Retirement Plan Consulting Team H1: Join Our Team as an Experienced ERISA Attorney for Retirement Plans H2: Be a Part of Our PeopleFirst Culture at NFP Who We Are -...
Retail Alternatives Contracts (JD Required): - Full-time position - Locations: New York, NY; Princeton, NJ; Boston, MA - Job requisition ID: R250449 - Posted 12 Days Ago - End Date: May 30, 2025 (30+ days left to apply) About...
Title: SVP, Associate General Counsel Job Responsibilities: The Senior Vice President, Associate General Counsel will assist other attorneys in the department and senior members of the business, including the Deputy General Counsel and the Chief Legal Officer, with leading the teams...
Legal, Risk, Compliance & Audit Job Title: AVP, Litigation Counsel Experience: At least 7 years of relevant litigation experience Salary Range: $152, USD - $283, USD H1: AVP, Litigation Counsel at John Hancock Life Insurance Company (.) H2: Join...
office of our client seeks a trust and estates associate attorney with 5+ years of probate and trust administration experience. The candidate will work on both probate and trust administration, issues of taxation, and trust accountings. Draft, read, and interpret...