Senior Estate Planning & Wealth Advisory (Hybrid)
BCG Attorney Search
BCG Attorney Search is looking for an Experienced Wealth Management Associate in Boston, MA. This critical role involves providing sophisticated estate planning and tax analysis for ultra-high net worth clients, while working collaboratively with investment and trust administration professionals. The ideal candidate will possess a relevant law degree and at least three years of experience in estate planning. The position offers a hybrid work model requiring office presence four days a week and comes with a comprehensive benefits package. #J-18808-Ljbffr BCG Attorney Search
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A well-established... ..., and business owners on complex estate planning and wealth preservation strategies. The Role Advise...SeniorPrivate practice- LeoForce is seeking a Senior Trusts and Estates Associate in Boston, MA. This role... ...worth clients on intricate wealth transfer strategies and... ...years of experience in estate planning and administration. The... ...skills. The firm offers a hybrid work environment, competitive...Senior
- TwinThread is looking for a Vice President, Wealth Planner in Boston, MA. The candidate will provide comprehensive wealth planning advice across trusts, estates, and tax planning, engaging with clients to identify opportunities. A 4-year degree along with either CFP, CPA...Senior
$119.6k - $178.88k
TD Bank Group (TD) is seeking a Wealth Strategist located in Boston, Massachusetts. This role focuses on financial, trust, and estate planning services, promoting an exceptional client experience while supporting the TD Wealth team. Candidates should have a Bachelor's...Senior- Jobot is seeking a Senior Trusts & Estates Associate with over 7 years of experience to join a renowned... ...in drafting sophisticated estate planning documents and providing strategic tax... ...skills. The position offers a flexible hybrid work environment and a comprehensive benefits...SeniorFlexible hours
- Marshall Graham is seeking an experienced estate planner who will craft advanced tax... ...leveraging your expertise in estate and tax planning. The ideal candidate has a J.D. with strong... ...administration. This position also emphasizes hybrid flexibility and a collaborative culture...Senior
$140k - $160k
...a Fiduciary Tax Accountant in Boston, MA. The position offers a hybrid work model and a competitive salary range of $140,000 to $160,00... ...plus bonus. Key responsibilities include preparing and reviewing estate tax and fiduciary income tax returns, analyzing trust documents,...Senior- ...Legal Revolution in Boston is looking for a Trusts & Estates Associate Attorney to manage complex estate planning and trust administration. This role involves... ...long-term client relationships. The firm offers a hybrid work model with mentorship opportunities and a clear...
- Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating in client meetings, and building community relationships. Required qualifications...Senior
$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing their financial landscape, and developing tailored financial strategies. Responsibilities include fostering long-term client relationships...SeniorRemote job- BCG Attorney Search is seeking a Trust and Estates Senior Associate in Boston, MA. The ideal candidate will have a Juris Doctor (JD) degree... ...and a minimum of five years of relevant experience in estate planning, gift, and income tax matters. Key responsibilities include...Senior
$149.04k - $162k
...As the Private Wealth Services Tax Manager, you’ll conduct primary... ...and provide income, estate, and gift tax planning strategies for your high net... ...offerings, including tax and advisory services. In 2025, Grant... ...Consistent with the firm's hybrid work model, this position...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...client, a national CPA and Advisory firm is seeking an experienced Tax Manager or Senior Manager with strong Commercial Real Estate experience for their Boston office. This is a hybrid role so only local... ...responsibility for pre-engagement planning, execution, final...SeniorWork at officeLocal area
$100k - $130k
RWA Wealth Partners LLC is seeking an Income Tax Accountant based in Boston, MA. In this role, you'll prepare federal and state individual... ...of the highest complexity and assist with strategic tax planning. Candidates should hold a bachelor’s degree (accounting preferred...Senior$150k - $200k
Senior Trusts and Estates Associate Experience: Senior Level Salary: $150,000 -... ...the most prominent estate planning teams in Massachusetts, advising... ...complex and tax‑efficient wealth transfer strategies. What... ...Work Environment - Hybrid Schedule 401K & Profit Sharing...SeniorFull timeTemporary workLocal areaFlexible hours$150k - $200k
...creates rewarding careers in advisory, assurance, and tax... ...opportunity for a Tax Senior Manager to join the... ...office. CohnReznick is a hybrid firm and most of our... ...will support our Real Estate Group. You will work on... ...responsibility for pre-engagement planning, execution, final...SeniorLocal areaFlexible hours3 days per week- ...rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions —... ...legacies, and the families navigating both. 5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required You won't be doing surface-...SeniorPrivate practice
$124.28k - $186.16k
...Wealth Strategist Work Location: Boston, Massachusetts, United States of America... ...developing and delivering financial, trust and estate planning services as well as identifying... ...author in relevant publications Provides advisory, planning, product and training support...Work at office$124.28k - $186.16k
...this role. Line of Business: TD Wealth Job Description: The Wealth... ...developing and delivering financial, trust and estate planning services as well as identifying... ...author in relevant publications Provides advisory, planning, product and training support...Work at officeLocal areaWork from homeFlexible hours$70k - $90k
...Senior Associate, Tax Job Category: Professional Services... ...Pathstone is a growing wealth management firm serving ultra... ...include investment advisory, as well as integrated planning and coordination across key... ...management guidance, wealth and estate planning support,...SeniorFull timeInternshipWork at officeFlexible hours- ...00,000 Remote Friendly: Hybrid Experience: 5 years or greater... ..., a national CPA and Advisory firm, is seeking an experienced Tax Manager or Senior Manager with strong Commercial Real Estate experience for their... ...responsibility for pre-engagement planning, execution, final...SeniorLocal areaRemote work
- ...Future Team Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded... ...strategic partner to our advisory team in working with our clients... ...caregiver) ~ Potential hybrid model work schedule - minimum...Permanent employmentWork at officeLocal area
- ...Stewart LLP is seeking an experienced Wealth Management Associate in Boston to... ...The role involves providing tailored estate, philanthropic, and tax planning services to ultra-high net worth clients... ...salary up to $435,000, a hybrid working arrangement, and benefits including...
$80k - $140k
...Focus Partners Wealth is seeking a Senior Associate Wealth Advisor... ...opportunity to work with a planning centric team... ...risk management, tax, estate, and investment planning... ...flexibility to work a hybrid schedule. Our hybrid... ...ensure compliance for the advisory team • Engage in...SeniorWork at officeLocal areaRemote work2 days per week$115k - $120k
ProPivotal is seeking a Senior Lease Administrator in Boston to support a high-performing Real Estate Operations team. This role involves maintaining a large commercial lease... ...and be detail-oriented. The position offers a hybrid work arrangement with 100% healthcare benefits...Senior$145k - $225k
Australia-Employment is looking for an Estate Planning Associate in Boston, MA, offering a competitive salary between $145,000 and $225,00... ...opportunity to work with a prestigious law firm that emphasizes a hybrid work schedule. The ideal candidate will have a minimum of 4...Permanent employment- A tax advisory firm is seeking a Senior Tax Advisor to guide high-net-worth clients with advanced planning and tax strategy. This hybrid role focuses on preparing and reviewing complex tax returns, advising clients and Trustees on financial strategies, and collaborating...Senior
$145k - $175k
Walter Shuffain is looking for an experienced Tax Manager specializing in real estate to oversee tax compliance, planning, and advisory services for clients, including partnerships and funds. This role demands in-depth knowledge of real estate economics, advanced tax regulations...Senior$345k
...Description Practice Area Private Wealth Services / Estate Planning / Tax Strategy Location United States (Hybrid flexibility available)... ...within a collaborative, high-level advisory environment. Key Responsibilities The Senior Associate will advise clients on...Full timePrivate practice$175k - $225k
A private wealth advisory firm in Boston seeks an experienced Senior Financial Planner to manage high-net-worth clients and... ...strategies into actionable financial planning. The ideal candidate should have... ...experience, strong knowledge of estate planning, and excellent...SeniorFull timeWork at office
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