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
- ....C. is seeking an experienced Trusts & Estates Associate to join its established practice... ...role involves sophisticated estate planning, wealth transfer, and trust administration for... ...relationship management skills. RIW offers a hybrid work schedule and a comprehensive...Senior
$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- ...firm, is looking for a Trusts & Estates Attorney with over 5 years of... ...to join their private wealth practice. This role offers the... ...sophisticated estate and tax planning strategies. With a long-standing... ...mentorship. The position comes with hybrid flexibility, allowing for...SuggestedPrivate practice
$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- Dormont Manufacturing Co is seeking a Wealth Strategist in Boston, MA. This role focuses on delivering financial, trust, and estate planning services, as well as identifying client opportunities for trustee and estate settlement services. The ideal candidate will possess...Senior
- Landing Point, a leading financial services firm in Boston, is seeking a Wealth Strategist to join their Sales & Marketing team. The role emphasizes developing wealth planning strategies for high-net-worth clients. Ideal candidates will possess over 5 years of experience...Senior
- EY is looking for a Senior Manager in Real Estate Tax to lead tax planning projects across a diverse client base. This role involves analyzing complex tax operations... ...a valid CPA certification. The position allows for hybrid work and offers a comprehensive benefits package...SeniorFlexible hours
$150k - $180k
...Nagler Group is seeking an experienced Trusts & Estates Associate Attorney to join its Boston practice. This full-time hybrid position offers a competitive salary of $150-180K+ and involves sophisticated estate planning and trust administration for high-net-worth clients...Full time- 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
- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role requires a minimum of 5 years of experience in international tax and estate planning, specifically advising...Senior
$115.44k - $186.16k
TD Bank is looking for a Senior Trust Advisor in Boston, MA, to administer various accounts and develop strong relationships with... ...achieving sales goals, advising clients on financial goals and estate planning, and managing trust portfolios. Ideal candidates should...Senior- Aprio is seeking a Senior Tax Associate for its Real Estate Tax team in Dedham, MA. The position involves providing tax planning, consulting, and compliance services to middle to large-sized clients. Candidates must have 3-5 years of public accounting experience, a bachelor...SeniorRemote job
- BCG Attorney Search is looking for a highly experienced estate planning attorney in Boston, MA. The ideal candidate will manage complex estate and business succession planning for high-net-worth individuals and families. Responsibilities include drafting sophisticated estate...Senior
- Dormont Manufacturing Co is seeking a Senior Trust Advisor in Boston, Massachusetts. The ideal candidate will manage complex client accounts, focusing on trusts and estates, while developing comprehensive financial strategies to meet client goals. The role requires a Bachelor...Senior
- ## Wealth Strategist: High Net Worth Estate & Business PlanningPostulerremote type: Sur placelocations: Boston,... ...delivering financial, trust and estate planning services as well as identifying... ...in relevant publications* Provides advisory, planning, product and training support...Temporary workWork at officeLocal areaWork from homeFlexible hours
$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate... ...is skilled in navigating complex tax matters. This hybrid role requires effective communication and...Senior- Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects while managing diverse teams. In this hybrid role, you'll provide advisory services across real estate, hospitality, and construction sectors. The ideal candidate will possess...Senior
- ...Description We are looking for an experienced Tax Senior Manager to join a public accounting firm's Real Estate practice in Boston, Massachusetts. This position... ...environment. Responsibilities: • Lead tax planning, compliance, and consulting engagements for real...Senior
- ...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
$147.4k - $336.8k
...: Anywhere in Country Real Estate Tax Senior Manager Our tax function is... ...This role involves leading tax planning projects, managing teams,... ...providing up‑to‑the‑minute advisory services to a diverse client... ...Willingness to travel as needed; hybrid work environment. Desired...SeniorFlexible hours$145k - $175k
...a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex... ...and strategic planning services across fiduciary... ...tax returns), advising on wealth preservation and transfer... ...Advisors is a Boston-based advisory and accounting firm dedicated...Senior$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies... ...’s degree along with Series 65 certification. This hybrid position offers a competitive salary range of $130,...SeniorFlexible hours$60k - $125k
Focus Partners is looking for an Associate Wealth Advisor in Needham, Massachusetts. This... ...involves supporting clients in financial planning processes, developing personalized strategies... ...skills. The position allows for a hybrid work model, requiring three days in the office...Remote jobWork at office2 days per week$140k - $170k
RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance...SeniorWork at office$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- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... .... We bring together holistic financial planning, access to institutional quality... ...information on Beacon Pointe's wealth advisory services, please visit About Beacon Pointe...Senior
- LEGO Group is seeking a Retail Real Estate Senior Manager in Boston to drive the management of our real estate portfolio across the US & Canada... ..., along with strong analytical and communication skills. A hybrid work model is offered, with expectations of being in the...SeniorWork at office3 days per week
- ...KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax Services... ...and demonstrate your knowledge of real estate investment funds and REITs Direct... ...arguments to support conclusions, and suggest plans to clients Participate in and...SeniorFull timeLocal area
- ...seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA. The ideal... ...manage complex matters and collaborate effectively. Benefits Hybrid work environment with remote work options. #J-18808-...SeniorRemote work
- Squillace & Associates, P.C. is seeking an experienced Trusts & Estates Associate in Boston, Massachusetts. The successful candidate will engage in complex estate planning, wealth transfer, and probate matters, collaborating with attorneys and advisors. Applicants should...Senior
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