High Net Worth Trusts & Estates Associate (Hybrid)
Day Pitney LLP
Day Pitney LLP is seeking an associate in its Private Client Department with 3 to 4 years of experience in trusts and estates to join our West Hartford, CT office. Ideal candidates will have a strong background in high net worth trust and estate planning. The firm offers a hybrid work environment, allowing attorneys to work remotely twice a week alongside collaborative in-office options. Join a team focused on excellence and professional growth. #J-18808-Ljbffr Day Pitney LLP
- ...seeking a Private Client International Trusts & Estates Planning Associate in Hartford, CT. The ideal... ...international estate planning for high-net-worth clients, involving cross-border tax... ...compliance with tax obligations. A hybrid work model offers flexibility and opportunities...High net worth
$220k - $250k
...nationally recognized firm is seeking a Trusts & Estates Associate (3-4 years) to join its Private... ...experience to work with high-net-worth individuals, families, and fiduciaries... ...Collaborative, team-oriented culture • Hybrid schedule (2 remote days/week) • Strong...High net worthWork at officeRemote work2 days per week- ...Client Department is seeking an associate with 3 to 4 years of trusts and estates experience to join our nationally... ...have demonstrated experience in high net worth trust and estate planning and administration... ...support both, the firm offers a hybrid work environment that provides...High net worthWork at officeRemote workFlexible hours2 days per week
- ...seeks a Private Client International Trusts & Estates Planning Associate with a minimum of 4 years of... ...international estate planning for high-net-worth individuals and companies. This position... ...solutions for client needs Benefits Hybrid in-office/remote work schedule for...High net worthWork at officeRemote workOverseas
$190k - $250k
...legal firm in Hartford, Connecticut seeks an experienced Associate to join their Trusts and Estates practice. This role offers significant career growth... ...drafting skills and a background in working with high-net-worth individuals. Competitive salary ranges from $190,000...High net worth$190k - $250k
...looking to hire an experienced Associate for our Hartford, Connecticut office to join our Trusts and Estates practice. This is a fantastic... ...a senior associate seeking high‑level experience and significant... ...services for high‑net‑worth individuals, fiduciaries, and...High net worthWork at officeLocal area- ...Description Settlement & Estate Planning Associate Attorney Settlement & Estate... ..., administering trusts and estates, and researching... ...Estate and tax planning for high-net-worth individuals and families... ...employer contributions) ~ Hybrid work options available on...High net worthOngoing contractWork at officeLocal area
- ...Connecticut, to prepare and review complex individual tax returns for high net worth clients. The role offers collaboration with specialists and... ...years of experience in the tax field. The position provides a hybrid work model and a comprehensive benefits package including...High net worthFlexible hours
$76k - $125.3k
...tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will... ...A thorough understanding of estate and wealth planning... ...team‑led and leader‑enabled hybrid model. Our expectation is for...High net worthWork experience placementSummer holidayLocal areaFlexible hours$150k - $160k
...experience Full time; Hybrid We are an independent advisory... ...an enthusiasm for a high touch client experience... ...in insurance and estate planning A minimum of 5... ...to build lasting, high-trust client relationships through... ...for serving high-net-worth clients in a personalized...High net worthFull time$105k - $185k
CBIZ is seeking a Senior Manager in Hartford, CT to serve as a trusted advisor to clients, managing staff on engagement deliverables and ensuring quality control. Candidates must have a minimum of 5 years of experience in public accounting and active CPA certification....- ...with experience drafting estate plan documents, designing... ...estates and administration of trusts, and researching associated tax and other legal... ...downtown New Haven office, or a hybrid of both offices,... ...estate and tax planning for high‑net‑worth individuals and families,...High net worthWork at office
$60k - $200k
...Description Job Description World Insurance Associates (“World”) is a unique financial... ...commercial lines insurance, high net worth / private client, employee benefits, human... ...Must be willing to become each client’s trusted risk management advisor and bring the entire...High net worthBase plus commissionImmediate start$127.9k - $291.9k
...Management, Insurance, Real Estate, Hospitality and Construction... ...which financial institutions are trusted and flourish, and the global... ...to the unique needs of the high-net worth tax industry. The team has a... ...team-led and leader-enabled hybrid model. Our expectation is for...High net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours$73.5k - $212.28k
...tax planning and compliance services to high-net-worth individuals and privately-owned businesses... ...virtual teams Skills in building trusted client relationships Ability to manage... ...link for information about anticipated application deadlines: #LI-Remote #LI-Hybrid...High net worthFull timeH1bWork at officeRemote work$120 - $150 per hour
...private equity owned companies, all high‑growth private companies. In this... ..., income tax planning for high‑net‑worth individuals and families,... ...with federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching...High net worthHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
...they all have in common is they are high growth private companies. As many... ..., income tax planning of high‑net‑worth individuals and families, partnership... ...federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience...High net worthHourly paySeasonal workRemote workFlexible hours- ...organization is seeking an Underwriter / Senior Underwriter to join its high-net-worth underwriting team. This role is ideal for an underwriting... ..., internal teams, and clients Flexibility & Balance: Hybrid and remote options supported, with a geographically diverse team...High net worthRemote work
$79.4k - $112.18k
...and inclusive environment, and our associates dedicate thousands of hours to volunteering... ...Services team, you will serve as a trusted resource for high-net-worth employee shareholders, providing... ...or local law. ***For remote and hybrid positions you will be required to provide...High net worth16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursShift work- ...investment advisory firm. We are seeking a highly organized and tech-savvy Client Service... ...and follow-up servicing tasks Building trusted relationships with clients and helping... ...financial services industry with private, high net-worth clients is a plus. Excellent time...High net worthTemporary workWork at officeWork from home
- ...skills and the ability to deliver highly personalized service to each... ...style compatible with high net worth clientele* Being coachable,... ...stable base salary, to recognize associate achievements. And our benefit... ...roles at Fidelity are Hybrid, requiring associates to work...High net worthWork at office
$90 - $120 per hour
...Tax Manager for Private Client Services. This crucial role involves reviewing complex individual tax returns and planning for high-net-worth individuals. Working remotely from anywhere in the United States, you'll use your expertise to deliver exceptional results. Candidates...High net worthRemote jobHourly paySeasonal work$135k - $150k
...job for you. A fast-growing, high-caliber RIA is handing a proven... ...relationships for a high-net-worth and ultra-high-net-worth client... ...strategies across retirement, tax, estate, wealth transfer, and... ...conversations. You build the trust. You deliver the results. You...High net worthLocal area- KeyCorp in Manchester, CT is seeking a Private Client Advisor to focus on our Mass Affluent client base, providing investment solutions for clients with $250,000 to $2 million in investable assets. The Advisor will be responsible for growing new client relationships and...Full time
$25 - $38.46 per hour
...6033 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses... ...Key's clients and Key. Education: High School Diploma, GED, or equivalent... ...maintaining strong relationships with high-net-worth clients, providing personalized service...High net worthHourly payWork experience placementDay shift$55k - $90k
...technology. Job Description Senior Associate, Alternative Investor Services... ...Union, NJ, Evansville, IN, Bellevue, WA | Hybrid About the Role Provide fund administration... ...working on complex tasks that require a high degree of judgement, resourcefulness, and...Ongoing contractWork at officeLocal areaShift work$120k
...serving business leaders and high-earning professionals with full... .... Location Fairfield, CT (Hybrid: Mondays in‑office for team meetings... ...financial plans for high-net-worth clients using Right Capital (... ...You may be a second-chair or associate advisor at a larger firm who...High net worthWork at officeRemote work1 day per week$90k - $150k
...clients in residential and commercial foreclosure and general real estate litigation. The role requires a J.D. degree and bar license in... ...a salary range of $90,000-$150,000 annually and may provide hybrid or remote work options for exceptionally qualified candidates. #J...Remote job$149.04k - $162k
...reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business... ...firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely...High net worth$130k - $145k
...innovation, creativity and teamwork. Our team is highly motivated, passionate about our business,... ...on providing quality service. We'll trust you to handle all manner and size of... ...lines property claims - most often for high net worth customers. This role will require a...High net worthFull timeFor contractors
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