Trusts & Estates Attorney for High‑Net‑Worth Clients
BCG Attorney Search
BCG Attorney Search is seeking a Trusts and Estates Attorney for its Providence, RI office. The ideal candidate will have 3 to 5 years of experience in trust and estate matters, strong communication skills, and an active attorney license in Massachusetts, with preference for additional licenses in Florida and Rhode Island. This role involves providing legal guidance, drafting documents, and representing clients in probate courts. The firm values organizational skills, detail orientation, and the ability to handle sensitive information confidentially. #J-18808-Ljbffr BCG Attorney Search
- Energy Jobline ZR is seeking a Private Client International Trusts & Estates Planning Associate in the United States. This role requires expertise... ...flexible hybrid work model. You will work closely with high-net-worth clients on complex cross-border wealth planning,...High net worthFlexible hours
$200k - $245k
Private Client International Trusts & Estates Planning Associate / Attorney Boca Raton; Boston; Greenwich; Hartford; Miami; New Haven; New Jersey; New York; Providence... ...estate planning experience to work with high-net-worth individuals, multinational families, family...High net worthPart timePrivate practiceWork at officeFlexible hours- ...Overview A law firm seeks a Trusts and Estates Attorney for its Providence, RI... ...administrative skills, be highly organized, detail-oriented,... ...planning documents. Represent clients in probate and family courts... ...formation. Experience with high-net-worth clients and estate planning...High net worthWork at office
- BCG Attorney Search is seeking a Trusts and Estates Associate in Providence, RI, to join their sophisticated practice focused on estate planning and... ...necessary documents, and develop strategies for high-net-worth clients. This position requires a minimum of three years...High net worth
- Job Overview A law firm seeks a Trusts and Estates Associate in Providence, RI. The successful... ...trust administration, working with high‑net‑worth clients and institutional entities. Duties... ...collaborative and professional environment. #J-18808-Ljbffr BCG Attorney SearchHigh net worth
- KLR is seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis, providing tax and consulting services to high net worth clients. Responsibilities include ensuring timely tax filings, managing multiple client engagements, and developing...High net worthLocal areaFlexible hours
- Senior Trust Operations Specialist - Client Service The Senior Trust Operations Specialist - Client Service plays... ...while delivering a seamless high‑quality experience for our clients.... ...trust or investment accounts for high‑net‑worth clients Familiarity with the InnoTrust...High net worthWork at officeLocal area
$200k
...team and directly interact with clients and family office personnel... ...their needs Be viewed as trusted personal and business advisor... ...providing consultative service to high-net-worth individuals and families... ...working knowledge of trust, estate and gift taxation An ability...High net worthWork at office$120k - $145k
...Manager to join our Private Client Services Team on a flexible hybrid... ...consulting services to our high net worth clients as well as managing,... ...(including C-Corp, S-Corp, Trusts, and Partnerships) as well as... ...commercial value. Manage multiple Estate, Gift and Fiduciary client...High net worthFull timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...growing wealth management firm serving ultra‑high net worth families, single family offices,... ...are united by a clear purpose: to help clients pursue their Preferred Life — with clarity... ...strategy, risk management guidance, wealth and estate planning support, philanthropic planning...High net worthFull timeWork at officeFlexible hours
$103.1k - $188.9k
...side with a range of clients from our most venerable... ...Management, Insurance, Real Estate, Hospitality and... ...financial institutions are trusted and flourish, and the... ...unique needs of the high-net worth tax industry. The team... ...(EA) or licensed attorney What we look for...High net worthPrivate practiceSummer holidayLocal areaFlexible hours$76k - $125.3k
...contact for a wide range of clients and colleagues,... ...tax planning advice to high‑net‑worth individuals and families... ...Agent, or a licensed attorney (required) Minimum of... ...understanding of estate and wealth planning Experience... ...state personal and trust income tax Excellent...High net worthLocal areaFlexible hours$135k - $225k
...Commercial Real Estate Associate – Transactions, Leasing, Development... ...on understanding how our clients operate so we can offer... ...relationships through consistent, high‑quality work. Why join us?... ...environment where attorneys are trusted with meaningful responsibility...Work at officeLocal area$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services to review complex tax returns and provide compliance guidance. This remote role focuses on high-net-worth individuals and families, ensuring compliance with federal and state regulations. Candidates...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
EY seeks a Seasonal Tax Manager for Private Client Services in the United States. This role involves serving privately held companies... ...returns, manage tax compliance for partnerships, and support high-net-worth clients. The position is remote and offers hourly compensation...High net worthRemote jobHourly paySeasonal work$120 - $150 per hour
...Oman is looking for a Seasonal Tax Senior Manager for Private Client Services specializing in complex tax compliance. This position... ...review individual tax returns and implement tax planning for high-net-worth individuals and families. Ideal candidates have a Bachelor's degree...High net worthRemote jobHourly paySeasonal work$100k - $140k
Gordon Rees Scully Mansukhani, LLP is seeking an Estate Planning Attorney with 3-5 years of experience for their Providence office. The ideal candidate... ...skills. This role requires a commitment to superior client service and the ability to manage cases from inception with...Remote jobWork at office$100k - $140k
Gordon-Rees-Scully-Mansukhani, LLP in Providence is seeking an Estate Planning Attorney with 3-5 years of experience. Responsibilities include... ...inception with minimal supervision and providing superior client service. Candidates must be licensed to practice in Rhode Island...Remote job$100k - $165k
...states, has immediate openings in its Providence office for Estate Planning Attorneys with 3-5 years’ experience. Candidates must have an... ...minimal supervision. Additionally, a commitment to superior client service is essential. Candidates must be licensed and admitted...Contract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...aligning their portfolios with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth individuals with a specific focus on the education and medical professions...High net worthFull timeWork at office
- ...luxury yacht dealership is seeking a Sales Director to enhance client relationships and drive sales of new and pre-owned yachts.... ...ownership experience and must excel at maintaining relationships with high-net-worth clients. Strong sales experience, exceptional communication,...High net worth
- ...growing, Award Winning Law Firm, looking to bring on a Real Estate Associate Attorney, to join our growing team. They are looking for someone... ...court conferences and oral argument on motions Counseling clients on case developments and drafting status reports The annual...Flexible hours
- ...BDO) develops personal trust business opportunities... ...with advisors and clients on potential current and... ...various types of trusts and estate planning documents,... ...management, advisors, attorneys, and tax professionals... ...Management ultra and high net worth customers in every...High net worth
- ...Citizens Private Client Relationship Manager (PCRM) At Citizens, our mission is to help clients, colleagues and communities reach... ...Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term,...High net worthLocal area
- ...Commercial Lending & Finance Attorney who experienced and highly skilled Finance Attorney... ..., lenders, and corporate clients on debt financing, capital... ...second lien commercial real estate transactions.... ...and/or drafting deeds of trust Experience in other commercial...
- BCG Attorney Search is seeking a Family Law Associate Attorney for its Litigation Department located in Providence, Rhode Island. The ideal candidate should have excellent communication skills and be well-organized, with a strong academic background and proven writing...
$65k - $90k
...Gift & Estate Valuation Associate Withum is a place where talent thrives - where who... ...provides valuation consulting services to clients in both the private and public sectors.... ...that includes closely held businesses, high-net-worth individuals, private equity and venture...High net worthWork at officeLocal area$65k - $85k
Exciting Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At GFI Ikigai, we don't just discuss financial literacy; we revolutionize it! We're a team of innovators, dreamers, and creators who believe in the power of financial independence. With...Remote jobPart timeFlexible hours$105k - $185k
...FL 9, Providence, RI, 02903, US (Hybrid) Base Range $105,000 - $185,000 Essential Functions and Primary Duties Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution...Work at office3 days per week$90 - $120 per hour
...Seasonal Tax Manager - Private Client Services Private Client... ...in common is they are high growth private companies... ...tax planning of high‑net‑worth individuals and families... ...and state personal and trust income tax A thorough understanding of estate and wealth planning Experience...High net worthHourly paySeasonal workRemote workFlexible hours
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