Regional Trust Director - High Net Worth Fiduciary
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is seeking a Director, Regional Trust Specialist to support high net worth clients across the U.S. from our Merrimack, NH office. In this role, you will educate associates and beneficiaries, coordinate with teams, and ensure compliance when onboarding trusts. The ideal candidate has a Bachelor’s degree and 12 years of experience in Financial Services, preferably within a trust bank. Excellent communication and analytical skills are essential for this position. #J-18808-Ljbffr Soteria Reinsurance Ltd.
$220k - $250k
A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client... ...estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries on complex wealth transfer and tax planning matters....High net worthWork at office$163.5k - $251.9k
...Job ID: 4657 Position: Director Location: Multiple Offices Practice... ...professional within the firm's trust company responsible for business development... ...delivery of integrated wealth and fiduciary solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW...High net worthWork experience placementWork at office$190k - $270k
...planning and wealth transfer strategies for high‑net‑worth clients in a collaborative boutique private client... ...return preparation. Administer estates and trusts, including routine probate matters, trust accounting, and fiduciary guidance under Massachusetts law. Advise...High net worthPrivate practiceLocal area- MassMutual is looking for a Trust Officer to manage a diverse book of trust and wealth management accounts for high-net-worth individuals and families. This role emphasizes collaboration... ...degree or equivalent experience, strong fiduciary knowledge, and communication skills....High net worth
$90.5k - $118.7k
...The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will... ...wealth management accounts for high-net-worth individuals, families, and foundations.... ...subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial...High net worth- Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate with 4+ years of experience for their Boston office. This role entails working with high-net-worth individuals on complex estate planning and trust administration matters. Candidates must be...High net worthWork at office
$100 per hour
RIW is seeking an experienced Trusts & Estates Associate to join its established and growing practice. The role... ...probate matters for a diverse client base, including high-net-worth individuals and families, fiduciaries, business owners and closely held businesses. The...High net worthRemote work$145k - $175k
...motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting... ...compliance and strategic planning services across fiduciary, estate, gift, and individual matters....High net worth- ## Director, Regional Trust SpecialistApplylocations: Smithfield, RI: Merrimack, NHtime type: Full... ...into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The... ...client-facing associates and FPTC’s fiduciary and trust administration teams to transition...High net worthWork at office
- ...advanced estate, gift, and GST tax strategies for high-net-worth individuals and family enterprises Guiding fiduciaries, trustees, and family offices through governance... ...corporate transactions Drafting sophisticated trust instruments, estate planning documents, and related...High net worthPrivate practice
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A well-established New England law firm is seeking a Senior Trusts & Estates Attorney (10+ years) to join its growing private...High net worthPrivate practice$85k - $105k
A top RIA in Boston has a need for a Trust Administrator for their team. This position is ideal for someone... ...’ experience of Trust Administration working with high net worth clients required Working knowledge of Fiduciary, Gift, Income, Estate & GST Taxes Detail oriented...High net worthWork at officeFlexible hours3 days per week$98k - $156.8k
Consilio’s Direct Hire Division is seeking a Fiduciary Accountant for a multinational law firm... ...: Federal estate tax returns Trust and estate income tax returns Generation... ...skills; ability to work effectively with high net worth clients. Ability to manage a high-...High net worthPermanent employmentWork at officeRemote work- NACBA is looking for an experienced Trusts & Estates Associate to work in Boston. This role involves sophisticated estate planning, wealth transfer strategies, and trust administration for high-net-worth clients. The ideal candidate will have 5+ years of relevant experience...High net worth
$145k - $175k
Ascend is seeking a skilled Senior Tax Manager- Individual (HNW), Trust & Estate in Boston to lead complex tax engagements. You will serve as a trusted advisor to high-net-worth individuals, focusing on tax compliance and strategic planning. The ideal candidate has a BS...High net worth- The U.S. Bankruptcy Court - District of CT is seeking a Trusts & Estates Associate to join its practice in Boston, Massachusetts. This... ...planning, trust administration, and probate matters for high-net-worth clients. Qualified candidates will have a JD, be admitted to practice...High net worth
$140k - $190k
Trusts & Estates Attorney | Hybrid | $140K-$190K | Mid-Size Boston Firm A highly respected mid-size law firm in Boston is seeking a Trusts & Estates Attorney to join a growing... ...matters, often involving high‑net‑worth clients, in an environment that offers both...High net worth- ...sophisticated estate planning and wealth transfer strategies for high-net-worth clients. The role includes drafting advanced planning... ...matters. The ideal candidate has over 5 years of experience in trusts and estates, preferably with an LLM, and is capable of working...High net worth
$100k - $120k
...administration matters in a highly regarded boutique practice.... ...financial institutions, and high-net-worth individuals. The firm offers... ...setting. Why join us? Our Trusts & Estates practice advises... ...administration filings, court documents, fiduciary accountings, and supporting...High net worthWork at officeLocal areaFlexible hours- ...experienced estate planner who will craft advanced tax strategies for high-net-worth individuals. The role offers a unique opportunity to work... ...and over five years of experience in estate planning and trust administration. This position also emphasizes hybrid flexibility...High net worth
$85k - $105k
KBW Financial Staffing & Recruiting in Boston is seeking a Trust Administrator to support high net worth clients in account management. This role involves administering trusts, IRAs, and facilitating various account activities, requiring strong communication skills and...High net worthRemote job- Job Overview A law firm seeks a Trusts and Estates Attorney for its Boston, Massachusetts... ...communication and administrative skills, be highly organized, detail-oriented, and capable... ...business formation. Experience with high-net-worth clients and estate planning strategies....High net worthWork at office
- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...High net worth
- ...Client Solicitor with 3+ 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...High net worthLocal area
- ...delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and... ...0 years of relevant experience, with deep knowledge of complex trusts. Responsibilities include managing client onboarding, coordinating...
- ...AmLaw 100 client is hiring a senior associate for its Boston Trusts & Estates practice. What this role covers Advanced estate... ...sophisticated planning matters, communicate clearly with high-level clients and fiduciaries, and handle technical tax-driven work without a lot of...Work at office
$95k - $125k
...Boston, MA. Opportunity to work with high-profile, high-net-worth individuals and families. Exposure to complex tax engagements involving trusts, estates, gifts, partnerships, and private... ...1040, 1041, 706, 709, and related fiduciary and gift tax filings. Prepare and review...High net worthFlexible hours- ...and advising of clients that include high‑profile, high net worth individuals and families, as well as... ...entities (including C‑Corp, S‑Corp, Trusts, and Partnerships) Prepare and/or review... ...(gift tax), along with related state fiduciary and gift tax filings Prepare and...High net worthWork experience placementWork at officeFlexible hours
$85k - $90k
...Partner with a Sophisticated Practice Serving High-Net-Worth Estates and Trusts This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $85,000 - $90,000 per year A bit about us...High net worthTemporary workWork at officeLocal areaFlexible hours$200k - $245k
...Description Job Description Private Client Trusts & Estates Associate Attorney Direct... ...platform handling sophisticated high-net-worth estate planning, trust and estate administration... ...exposure to high-net-worth families, fiduciaries, retirement asset planning, charitable...High net worthPrivate practiceRemote work2 days per week
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