Trusts & Estates Associate — HNW Planning & Probate
BCG Attorney Search
BCG Attorney Search is seeking a Trusts and Estates Associate in Providence, RI, to join their sophisticated practice focused on estate planning and trust administration. The ideal candidate will manage all aspects of probate, draft necessary documents, and develop strategies for high-net-worth clients. This position requires a minimum of three years of relevant experience, strong analytical skills, and an active membership in the Rhode Island bar. #J-18808-Ljbffr BCG Attorney Search
- Job Overview A law firm seeks a Trusts and Estates Associate in Providence, RI. The successful candidate... ...practice focused on estate planning and trust administration, working with... ...individuals and estates. Manage all aspects of probate and estate administration. Advise...High net worth
- Job Overview A law firm seeks a Trusts and Estates Attorney for its Providence, RI office. The ideal... ...Provide legal guidance on estate planning, business formation, and special needs... ...planning documents. Represent clients in probate and family courts on estate and trust matters...High net worthWork at office
- BCG Attorney Search is seeking an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their team in Providence, RI. The ideal candidate will have a minimum of 5 years in international tax and estate planning, focusing on advising...High net worthRemote work
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Providence, RI. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning...High net worthRemote work
- 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... ...guidance, drafting documents, and representing clients in probate courts. The firm values organizational skills, detail...High net worthWork at office
$120k - $145k
...Responsibilities: Technical planning and advising of clients that... ...(including C-Corp, S-Corp, Trusts, and Partnerships) as well as... ...value. Manage multiple Estate, Gift and Fiduciary client... ...limited to the role, function and associated responsibilities, a candidate...High net worthFull timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...complex investment management and trust accounts and working with... ...and education of clients, associates, and Centers of Influence. Job... ...assisting clients with wealth planning needs, and managing risk.... ...of trust administration and estate planning experience Working...High net worthWork at officeFlexible hoursShift workDay shift
- 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
- ...-Corp, S-Corp, Partnership, Individual, Trust) Review tax work of staff and interns... ...coordination of the day-to-day duties of planning, tax work, and wrap-up Perform tax... ...of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore...High net worthTemporary workSummer workWork at officeLocal areaRemote workFlexible hours
$101.23k - $172.36k
...relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of... ...generally acquired through years of investment and /or HNW related experience. Experience in the High Net Worth or Ultra...High net worthRemote work- ...continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching,...High net worthLocal area
$77k - $100k
Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the... ...assist clients with issues other than advice (e.g., trust/estate, financial planning, investments), answer basic inquiries, resolve problems. Perform...High net worthWork at office- ...a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of... ...Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments...High net worthFull timeWork at officeLocal area
- ...partnerships, and high-net-worth individuals Providing strategic tax planning and advisory services Leading and mentoring junior staff... ...with S-Corps, C-Corps, partnerships, multi-state returns, and HNW individuals ~ Experience with tax planning for closely held...High net worthLocal areaFlexible hours
- ...motivated and detail-oriented full time, on-site Client Services Associate to join our team. The Client Services Associate will be... ...This is an excellent opportunity to understand the financial planning profession from an operations viewpoint with opportunities for...High net worthFull timeWork at office
- ...Applicants must hold an active CPA certification and possess excellent leadership and communication skills. The role includes responsibilities in business planning, quality control, and client interactions, contributing to a positive team environment. #J-18808-Ljbffr CBIZ
- ...administrative tasks such as lease generation, resident file preparation and maintenance, and resident correspondence. Participate in the planning and execution of resident events. Maintain social media presence and work with the internal marketing team to create and post...
- ...Preparation of environmental impact statements and assessments, planning and zoning studies, wetland permit applications Designing... ...designers who partner with clients in the transportation, real estate, institutional, and energy industries, as well as federal, state...Work at officeLocal areaFlexible hours
$19 - $20 per hour
...marketing opportunities and messaging. Assist with social media and communication on various platforms to engage customers. Assist with planning, promoting and executing customer experience initiatives, engagement initiatives, and additional marketing opportunities. Always...Full timeSummer workSummer holidayWork at officeLocal areaVisa sponsorship$105k - $250k
...short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a... ...including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or...High net worthTemporary workLocal areaFlexible hours- ...water systems, water storage infrastructure, and emerging contaminants such as PFAS. In this position, you will play a key role in planning, evaluating, and designing water distribution and treatment systems for municipal and industrial clients. You will help address...Part timeWork at officeRemote workFlexible hours
- ...has significant career growth potential for the right person. A working knowledge and familiarity of the Massachusetts Contingency Plan (MCP) is critical to this position and possession of a LSP license is required. The candidate will work on a variety of site investigation...Full timeTemporary workPart timeCasual workWork at officeLocal areaFlexible hours
- The Washington Trust Company is seeking an experienced Senior Wealth Administrator to support exceptional wealth management services for high-net-worth clients. This role involves managing complex administrative activities, ensuring accuracy and compliance while partnering...High net worth
- ...high net worth individuals. Job Responsibilities: Manage multiple engagements including compliance, consulting, and tax planning services Develop tax planning strategies for clients Serve as a lead in researching federal and state issues Manage financial...High net worthCasual workFlexible hours
- ...goals-based wealth management, including planning for retirement, education, legacy, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...team committed to their needs. We believe trust comes from transparency. Our trusted...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...partnership returns including multi-state and consolidated returns Review of tax returns completed by staff Assist in designing tax planning strategies for clients Prepare compilations and reviews of financial statements Managing, developing, training and mentoring...High net worthCasual workFlexible hours
$150k - $170k
...advocates. KEY RESPONSIBILITIES Fundraising Strategy and Execution Develop and execute a comprehensive annual and multi-year fundraising plan targeting revenue growth from diverse sources, including 501(c)(3) foundations and individual donors, 501(c)(4) contributors,...High net worthFull timeTemporary workPart timeWork at officeLocal areaImmediate startRemote workWork visaFlexible hoursShift work- ...Job Overview A law firm seeks a mid-level Real Estate Associate to join a dynamic practice in Providence, RI. The ideal candidate will have 3-6 years of experience in commercial real estate transactions, including acquisitions, dispositions, and leasing. Duties Handle...Work at office
$86.66k - $164.3k
...state or local law. Job Description The Construction and Real Estate Advisory practice delivers comprehensive services to clients managing... .... Knowledge in various phases of construction including planning, pre‑construction services, sourcing and procurement of contracts...Contract workFor contractorsLocal areaWorldwideVisa sponsorship- ...emails. Design social media graphics and work with our motion design team to bring them to life. Be able to lead projects from planning to execution. Be an expert in understanding requirements that create engaging experiences. Present multiple concepts to the client...Remote jobWork at office
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