Senior Private Client Assistant — Trusts & Estates
$75k - $90kJOHNLEONARD
A top national law firm in Boston is seeking a Private Client Assistant. This role requires 5+ years of legal administrative experience, preferably in the Private Client or Estate Planning areas. Responsibilities include managing administrative tasks, supporting attorneys, and ensuring high-quality client service. A competitive salary range of $75K-$90K is offered along with a comprehensive benefits package including health insurance, paid time off, and daily free breakfast. #J-18808-Ljbffr JOHNLEONARD
- Jobot, a Boston-based private client practice, seeks an experienced trusts and estates attorney to manage sophisticated estate planning for high-net-worth individuals and closely held entities. You will draft complex plans, administer estates and trusts under Massachusetts...SeniorPrivate clientPrivate 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... ...Attorney (10+ years) to join its growing private client practice in Boston. This is...SeniorPrivate clientPrivate practice- Job Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Boston, MA. The successful candidate will work closely with two partners on significant multi-line and multi-generational client matters...SeniorPrivate clientPrivate practiceFlexible hoursShift work
$350k
...Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above),... ...Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to... ...need additional experienced assistance from someone who can second chair very...SeniorPrivate clientPrivate practiceWork at officeFlexible hoursShift work- TD Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex trusts, estates, personal retirement and agency relationships, and to... ...comprehensive financial strategies for high-net-worth clients. You will explain governing documents, advise on...SeniorPrivate client
$155k - $190k
...Daley And Associates, LLC in Boston is seeking a Senior Tax Manager to lead the Private Client Services for high-net-worth individuals, families, trusts, estates, and fiduciary matters. The base salary range is $155K–$190K with a flexible hybrid schedule. The role offers...SeniorPrivate clientSummer workFlexible hours- ...region's largest and most sophisticated private wealth practices. We work... ...collegial, high-caliber culture and a client base of high-net-worth individuals,... ...join us? Work on sophisticated estate planning, wealth transfer, and trust administration matters for a high-caliber...Private clientPrivate practiceWork at officeLocal area
- Forvis Mazars, LLP in Boston, MA is seeking a Manager, Tax - Private Client to lead tax compliance and advisory services for individuals, partnerships, trusts, estates, and private foundations. The role emphasizes client relationship development, team mentoring, and delivering...SeniorPrivate client
- Jobot is seeking a Trusts & Estates Associate with 3-5 years of experience in sophisticated estate planning and trust/estate administration... ...and drafting skills, solid academic credentials, and a track record in a private client practice are required. #J-18808-Ljbffr JobotPrivate clientPrivate practiceWork at office
- Growing public accounting firm seeking a Senior Tax Manager to join its HNW practice. You’... ...advise high-net-worth individuals, families, trusts, estates, and closely held businesses while leading complex tax engagements and client relationships. What you’ll need: 8-10+...SeniorPrivate client
- ...firm seeks an associate attorney with a minimum of 4 years of trusts and estates experience to join its expanding practice in Boston, MA. The... ...and trust administration Strong technical, professional, and client service skills Excellent written and verbal communication skills...Private clientRemote work
$190k
Senior Tax Manager - Private Client Services / HNW $155K-$190K Base| Flexible Hybrid | Boston A leading top 100 CPA and business advisory firm is... ...-net-worth individuals, multi-generational families, trusts, estates, and fiduciary tax matters. This is a strong opportunity...SeniorPrivate clientSummer workFlexible hours- ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide. The attorney will work with...SeniorPrivate clientPrivate practiceWork at office
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm...Private clientPrivate practiceRemote work2 days per week- BCG Attorney Search in Boston, MA seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. The role involves close collaboration with two partners on multi-line, multi-generational client matters and requires building...SeniorPrivate clientPrivate practiceWork at office
- ...Professional Association, in Boston is seeking an Experienced Trusts & Estates Attorney to join its expanding department. The ideal... ...trust and estate administration, with a focus on high net-worth clients. Experience with New Hampshire trust law is a plus, and the ability...Senior
- ...public accounting firm in Boston, seeks a Senior Tax Manager to join its high-net-worth practice... ...high-net-worth individuals, families, trusts, estates, and closely held businesses while leading complex tax engagements and client relationships. The ideal candidate has CPA...Senior
- Kennison & Associates, a renowned wealth management firm, seeks a seasoned Trusts & Estates Attorney to serve as a trusted legal resource to a sophisticated fiduciary team and high-net-worth clients. The role advises on fiduciary law, trust administration, estate and tax...Senior
$154.5k - $302k
..., law firms, banks and private equity firms on their most... ...focuses on our clients’ strategic, operational... ....FTI Consulting’s Real Estate Solutions has a singular... ...-service team. The Tax Senior Director will supervise... ...real estate investment trusts (REITS), family-office...SeniorPrivate clientFull timeWork at office$190k - $270k
Job Details Support sophisticated estate planning and wealth transfer strategies for high-net-worth clients in a collaborative boutique private client practice. Salary: $190,000 - $270,0... ...Join a highly regarded, sophisticated trusts and estates team where you’ll work directly...Private clientPrivate practiceLocal area- Brown & Brown, Inc. in Boston is seeking a Senior Private Client Relationship Manager to join our Private Client team. You will serve as a trusted advisor to high-net-worth individuals and families, delivering tailored insurance solutions and proactive service. You will...SeniorPrivate client
$110k - $210k
...Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations,... ...and corporate tax returns prepares by tax staff and/or seniors for accuracy Researching and drafting memorandum...Private clientFull timeWork at officeLocal areaRemote work- ...and advisory firm in Boston is seeking a Tax Senior. The role involves preparing individual, fiduciary, gift, and estate tax returns, while employing strong research skills... .... This position emphasizes teamwork and superior client service. #J-18808-Ljbffr Baker Newman NoyesSeniorPrivate client
$115.44k - $186.16k
...Business: TD Wealth Job Description: The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency... ...makes any necessary changes and assists with plan implementation as appropriate...SeniorPrivate clientWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...leading full-service law firm with offices nationwide, seeking a Senior Trusts & Estates Tax Professional. The role focuses on administering estates... ...trusts, and handling estate-related tax filings, advising clients, and coordinating with attorneys. The position supports a...Senior
$180k - $230k
Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families with significant wealth in... ...delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive...Private clientPrivate practiceRemote work$146k - $200k
Job Summary:The Senior Tax Manager is responsible for... ...services to business clients with pass through... ...returns, which may include estates, trusts and charitable... ...incurred vs. budget with assistance of SeniorTimely billing... ...or public accounting, private industry accounting or...SeniorPrivate clientWork at office$110k - $180k
Trusts & Estates Attorney McLane Middleton, Professional Association, a leading... ...have prior experience in a private law firm setting and will... ...networking, marketing, and client development is essential.... ...a long-term career path to assist professionals in their pursuit...Work at officeRemote work- ...is partnering with a highly respected mid-size Boston law firm to hire a Trusts & Estates Attorney. You will handle sophisticated estate planning and trust administration for high-net-worth clients, with mentorship and autonomy in a hybrid work setting. The role...
- Jobot in Boston is seeking a Trusts & Estates Associate Attorney to handle estate planning and probate matters for high-net-worth clients. The role mixes in-office collaboration with remote work in a hybrid schedule. The ideal candidate has at least 4 years of estate planning...Work at officeRemote work
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