attorneys to serve high-net-worth individuals, families, and their advisors. The primary responsibilities include designing and implementing sophisticated, tax-efficient estate and wealth transfer strategies. The candidate... will gain hands-on experience drafting a wide range of estate planning documents, such as w...
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...
- 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...
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...
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...
Manager, International Tax Private Wealth locations USA... CA Irvine USA CA San Jose 2055 Gateway Place USA CA San Jose 1735 Technology Drive USA CA San Francisco 220 Montgomery Street USA CA Los Angeles...
Title: Tax Manager - Business Tax Services - Tax Exempt Experience: 5+ years in federal taxation with a strong emphasis on tax-exempt organizations Salary Range: $84,980 to $193,440 Department: Tax-Exempt Practice Position Summary: - Seeking a strategic and...
Managing Director, Core Tax Services Boston, MA, United States Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting...
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...
Trust Planning Lead - Wealth Solutions H1: Join... H2: Drive Advanced Wealth Planning Solutions and Experience... Lead to join our Wealth Solutions team. - This... role offers a competitive salary and the opportunity to work in a hybrid...
Information $100,000-$150,000/year Experience Required 5+ years Degree Required JD Estate Planner/Fiduciary Counsel - Job Description and Salary Information Job Title: Estate Planner/ Fiduciary Counsel Location: Boston, Massachusetts, United States Position Type: Full-time...
Assist High-Net-Worth Clients with Wealth Transfer Strategies Bold... Headline: Senior Associate Position with Top Bankruptcy, Creditors Rights, Business Matters, Litigation Law Firm in Boston Bullet Points: - Join a highly regarded Trusts & Estates practice at a prominent...
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...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
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...
a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now. Summary:...
Firm Seeks Private Client Trusts & Estates Associate in Boston, MA - $100,000-$150,000/year H1: Join a Nationally Recognized Law Firm in Boston as a Private Client Trusts & Estates Associate H2: Gain Experience in High Net Worth Trust and...
is a fantastic opportunity for an experienced trusts and estates attorney to join a highly reputable and nationally recognized law firm in Boston, MA. The Private Client Trusts & Estates Associate Attorney will have the opportunity to work on complex...
Last Will and Testament, trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation. Including investment accounts,... qualified retirement accounts, life insurance etc. Excellent communication skills to deal with broad base of clients is a must....
prominent Boston-based law firm is actively seeking an experienced Estate Planning Attorney to join their thriving private client practice. This role is tailored for attorneys who bring both technical expertise in estate planning and a portfolio of client relationships (book...