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
$200k - $245k
Private Client International Trusts & Estates Planning Associate / Attorney Boca Raton; Boston; Greenwich; Hartford; Miami; New Haven; New Jersey; New York; Providence; Stamford; Washington, DC; West Hartford; West Palm Beach Direct Counsel is seeking a Private Client...High net worthPart timePrivate practiceWork at officeFlexible hours- 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
- Energy Jobline ZR is seeking a Private Client International Trusts & Estates Planning Associate in the United States. This role requires expertise in international estate planning with at least 4 years of relevant experience and offers a flexible hybrid work model. You...High net worthFlexible hours
- 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
$65k - $90k
...Gift & Estate Valuation Associate Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities... ...public sectors. The team's work spans gift and estate tax planning, financial reporting, transaction advisory, lender and SBA...High net worthWork at officeLocal area- ...Development Officer (BDO) develops personal trust business opportunities by increasing... ...trust administration, risk and/or wealth planning experience with a trust bank or in the financial... ...with various types of trusts and estate planning documents, income and principal...High net worth
$110k - $185k
...Financial Planning Director Morgan Stanley Wealth Management provides holistic financial... ...planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients... ...strategies, charitable giving, trust and estate planning, and equity compensation – elevating...High net worthTemporary work$200k
...relation to their needs Be viewed as trusted personal and business advisor by clients... ...include consulting, compliance, and tax planning services Consult with client service team... ...with a strong working knowledge of trust, estate and gift taxation An ability to...High net worthWork at office- Senior Trust Operations Specialist - Client Service The Senior Trust Operations Specialist - Client Service plays a central role in supporting... ...range of responsibilities including tax payment processing, probate accountings, onboarding and maintenance of investment accounts,...High net worthWork at officeLocal area
$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$90 - $120 per hour
...impact on some of the most technically demanding tax planning and compliance projects around. You’ll be part of a... ...compliance Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching tax...High net worthHourly paySeasonal workRemote workFlexible hours$103.1k - $188.9k
...Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our... ...industry in which financial institutions are trusted and flourish, and the global economy is... ...some of the most technically demanding tax planning and compliance projects around. You'll be...High net worthPrivate practiceSummer holidayLocal areaFlexible hours$76k - $125.3k
...EY that focuses on technically demanding tax planning and compliance projects. You will act as a key... ...organization Comprehensive understanding of estate and wealth planning Experience with federal and state personal and trust income tax Excellent collaboration,...High net worthLocal areaFlexible hours$80k - $115k
..., dental, and vision insurance ~401(k) plan with firm contributions ~ Generous PTO... ...across a range of industries, including real estate, manufacturing, and professional services... ..., partnerships, corporations, and trusts Conduct tax research and provide clients...High net worthSummer work- 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
$90 - $120 per hour
...Client Services in the United States. This role involves serving privately held companies and their owners, focusing on complex tax planning and compliance. You'll lead reviews of individual tax returns, manage tax compliance for partnerships, and support high-net-worth...High net worthRemote jobHourly paySeasonal work$120 - $150 per hour
...compliance. This position allows you to work remotely within the United States. You'll review individual tax returns and implement tax planning for high-net-worth individuals and families. Ideal candidates have a Bachelor's degree in Accounting and a valid CPA license with...High net worthRemote jobHourly paySeasonal work- ...on a flexible hybrid basis. What You'll Do Serve as a trusted advisor to clients by providing technical expertise on international... ...solutions Lead and manage engagement teams through planning, execution, and delivery while ensuring quality, accuracy, timeliness...High net worthFlexible 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- ...-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
$100k - $140k
Real Estate Valuation Senior Associate Withum is seeking a Real Estate Valuation Senior Associate who is an early to mid-career professional with... ...independent appraisals of real property for estates, financial planning, lending, litigation, financial reporting, and other...TraineeshipWork at officeLocal area- ...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
$72.28k - $108.16k
...financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need... ...s asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and...High net worthWork at officeLocal areaWork from homeFlexible hours$160k - $300k
...existing clients Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their... ...marketing plan Serve as key client contact; viewed as a trusted business advisor by clients Ensure quality control standards are...Temporary 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
- ...environmental work, Safety, Engaging Culture, Trust and Respect, Transparency, and Agility.... ...generally include, but not limited to, planning document preparations, field... ...as capture manager for major proposals associated with key clients. Requirements Required...Ongoing contractFull timeContract workFor subcontractorWork at officeLocal areaImmediate startRemote work
- ...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
- ...We’re seeking an experienced and motivated Commercial Real Estate Appraiser based in or near Rhode Island or Central/Southeastern... ...mortgage lending, portfolio analysis, eminent domain, and estate planning. This is an excellent opportunity for a valuation professional...TraineeshipWork at office
- ...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
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