HNW Tax Manager: Trust & Estate Planning | Hybrid
LeoForce
LeoForce in Boston is seeking a skilled Tax Manager to join our dynamic Accounting and Finance team. This mid-level role is essential for managing tax compliance and providing effective tax planning advice for high net worth individuals, trusts, and estates. The ideal candidate should have at least 5 years of relevant experience, strong leadership skills, and a commitment to staying updated on tax laws. The position offers flexible hybrid work options, along with full medical, dental, and vision benefits. #J-18808-Ljbffr LeoForce
$180k
️ Trusts & Estates Associate Attorney | Boston | Base Salary $180K+ | Hybrid 3 days In Sophisticated work. High-net... ...groups, actively managing over 250 trusts, administering... ...sophisticated estate planning, trust administration... ...clients on estate, tax, and wealth transfer...High net worth$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership... ...owners on complex estate planning and wealth preservation... ...Role Advise clients on estate, tax, and wealth transfer planning...High net worthPrivate practice- ...Are Legal Revolution in Boston is looking for a Trusts & Estates Associate Attorney to manage complex estate planning and trust administration. This role involves advising... ...-term client relationships. The firm offers a hybrid work model with mentorship opportunities and a...High net worth
- LeoForce is seeking a Senior Trusts and Estates Associate in Boston, MA. This role involves advising... ...7+ years of experience in estate planning and administration. The ideal candidate... ...strong drafting skills. The firm offers a hybrid work environment, competitive compensation...High net worth
$100k - $170k
...business banking, and wealth management services. This Jobot Job... ..., dental, and vision Hybrid (very flexible) Job Details... ..., and highly skilled Tax Manager (HNW) to join our fast-paced Accounting... ...tax compliance, trust and estate tax planning, and estate planning. The...High net worthPermanent employmentLocal areaFlexible hours$220k - $250k
...seeking a mid-level Trusts & Estates Associate (4+ years) to... ...sophisticated estate planning and estate/trust administration... ...wealth transfer and tax planning matters.... ...• Sophisticated HNW/UHNW client work •... ...oriented culture • Hybrid schedule (2 remote days...High net worthWork at officeRemote work2 days per week$140k - $160k
...& Recruiting is seeking a Fiduciary Tax Accountant in Boston, MA. The position offers a hybrid work model and a competitive salary range... ...include preparing and reviewing estate tax and fiduciary income tax returns, analyzing trust documents, and collaborating on tax-efficient...$140k - $190k
...Trusts & Estates Attorney | Hybrid | $140K–$190K | Mid-Size Boston Firm Distinct Recruitment are working... ...wants to work on sophisticated estate planning and administration matters , often involving... ...families on complex estate planning, tax strategies, and trust administration....High net worth$149.04k - $162k
...the Private Wealth Services Tax Manager, you’ll conduct primary... ...returns and provide income, estate, and gift tax planning strategies for your high... ...clients for estate, wills and trusts taxation, and individual... ...with the firm's hybrid work model, this position...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$120k - $145k
International Tax Manager KLR is one of the largest full-service CPA and business... ...to join our firm on a flexible hybrid basis. Responsibilities: Serve as a trusted advisor to clients by... ...phases of the engagement, including planning, execution, and delivery; oversee...High net worthFull timeWork experience placementMonday to FridayFlexible hoursAfternoon shift$145k - $225k
Jobot is seeking a Trusts & Estates Associate Attorney in Boston, Massachusetts. The role involves managing estate planning matters for high-net-worth individuals, drafting estate documents, and collaborating with attorneys. Candidates should have a minimum of 4 years...High net worth- ...is seeking an experienced estate planner who will craft advanced tax strategies for high-net-worth... ...in estate and tax planning. The ideal candidate has a... ...experience in estate planning and trust administration. This position also emphasizes hybrid flexibility and a...High net worth
- ...for an Experienced Wealth Management Associate in Boston, MA. This... ...providing sophisticated estate planning and tax analysis for ultra-high net... ...collaboratively with investment and trust administration... ...planning. The position offers a hybrid work model requiring office...High net worthWork at office
$98k - $156.8k
...Lewis & Bockius LLP is seeking an Estate Accountant for their Private... ...accounting tasks, including tax return preparation, and working... ...skills and proficiency in trust accounting systems like CCH and... ...essential. The position offers a hybrid work model with a salary range...- ...+ years of experience to join their well-respected law firm. The role involves working with high-net-worth clients on estate planning, trusts, and tax issues, while offering opportunities for professional growth. The firm promotes a collaborative environment and actively...High net worthLocal area
- ...navigating both. 5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required You won'... ...transactions Drafting sophisticated trust instruments, estate planning documents... ...instincts and the ability to manage complex matters with confidence Nice...High net worthPrivate practice
$150k - $200k
Senior Trusts and Estates Associate Experience: Senior Level Salary: $150,... ...of the most prominent estate planning teams in Massachusetts,... ...their advisors on complex and tax‑efficient wealth transfer strategies... ...Flexible Work Environment - Hybrid Schedule 401K & Profit...High net worthFull timeTemporary workLocal areaFlexible hours- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews... ...tax returns and provide income, estate, and gift tax planning strategies for your high net worth,... ...worth clients for estate, wills and trusts taxation, and individual income taxes...High net worth
$40 - $43 per hour
...Legal Assistant - Trust & Estates We are currently seeking candidates... ...workweek. This position offers a hybrid work model, onsite 4 days... ...Estates & Trusts practice. Manage complex calendars, schedule... ...legal documents, estate planning materials, trusts, probate filings...Contract workWork at officeRemote work1 day per week$163.5k - $251.9k
...within the firm's trust company... ...development, relationship management, and delivery of... ...high-net-worth (HNW) and ultra-high-... ...teams. A hybrid work schedule is... ...Develop and execute plans to grow trust, fiduciary... ...positions, and tax-aware investment... ...with Trust and Estates attorneys and...High net worthWork experience placementWork at office$37 - $43 per hour
...Trusts & Estates Legal Assistant We are currently seeking candidates... ...individual will be responsible for managing administrative tasks,... ...Client, Family Office, or Estate Planning practices. This is a... ...experience). This role supports a hybrid work model, consisting of 4...Contract workWork at officeImmediate startRemote work1 day per week$200k - $245k
...Description Private Client Trusts & Estates Associate Attorney Direct Counsel... ...high-net-worth estate planning, trust and estate administration... ...wealth transfer strategy, and tax-efficient succession planning... ...The firm offers a hybrid schedule with two remote days...High net worthPrivate practiceRemote work2 days per week$150k - $200k
...advisory, assurance, and tax with team members... ...performance, manage risk, and maximize... ...CohnReznick is a hybrid firm and most of our... ...will support our Real Estate Group. You will work... ...opportunity, value, and trust for our clients,... ...for pre-engagement planning, execution, final...Local areaFlexible hours3 days per week- ...You - that's the Power in the Plus!PositionWe are hiring a Trust and Estate Tax Manager based out of any of our office locations. You will work... ...involving complex tax mattersIdentifying and implementing tax planning opportunitiesHandling and resolving tax...Work at officeLocal areaRemote work
$180k - $220k
Jobot, a leading Boston law firm, seeks an experienced Trusts & Estates Attorney specializing in estate, tax, and business succession planning for high-net-worth clients. The role requires at least 5 years of relevant experience, with responsibilities including drafting...High net worth$103.1k - $188.9k
...better working world. Tax – Business Tax Services Fiduciary/Trust & Estate Tax Administration... ...Organization – Services Manager The Opportunity... ...trust agreements and estate planning documents. Strong management... ...-led and leader-enabled hybrid model. Our expectation...Summer holidayFlexible hours$99k - $266k
.../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Oversee successful planning, budgeting, and execution... ...compliance for Real Estate Trusts Knowledge of partnership... ...anticipated application deadlines: #LI-Hybrid...Full timeH1bLocal areaOverseas- ...LLP is seeking an experienced Wealth Management Associate in Boston to join their... ...The role involves providing tailored estate, philanthropic, and tax planning services to ultra-high net worth... ...competitive salary up to $435,000, a hybrid working arrangement, and benefits...High net worth
- 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...High net worth
- EisnerAmper LLP in Westwood, MA is seeking a Senior Tax Manager for its Private Client Services practice. This role involves tax compliance... ...preparing and reviewing tax returns and advising on tax planning. The ideal candidate will have strong analytical and communication...High net worthPrivate practice
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