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
- ...An excellent opportunity for a Trusts & Estates Associate to join the Private Clients practice of a highly regarded US law firm in Boston. Our client is seeking... ...including tax-efficient wealth transfer strategies. Assist with trust and estate administration. Advise on...Private clientPrivate practice
- ...Trusts & Estates Associate AttorneyCurrent & Future Opportunities | Confidential Career ConversationsYou help clients plan for their futures. Are you giving your own career the same attention?A successful private client practice depends on meaningful client relationships...Private clientPrivate practiceImmediate start
$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- ...3Cp\u003EA growing and highly regarded trusts and estates practice in the Greater Boston area is... ...amp;E attorney who enjoys sophisticated, client-facing work but is looking for a more... ...03Cli\u003EEstate planning and related private-client work\u003C\/li\u003E\u003Cli\u00...Private client
- ...staffing. A growing and highly regarded trusts and estates practice in the Greater Boston area is... ...T&E attorney who enjoys sophisticated, client-facing work but is looking for a more sustainable... ...base Estate planning and related private-client work 1,600 annual billable-hour...Private clientWork at officeFlexible hours
$225k - $300k
...Direct Counsel is seeking a Private Clients Attorney Associate with 2–5... ...recognized private wealth and estate planning practice in Boston,... ...worth individuals, families, trusts, and business owners on... ...on private wealth matters. Assist with trust and estate administration...Private clientPrivate practice$109k - $224k
...firms, banks and private equity firms on their... ...focuses on our clients’ strategic, operational... ...Consulting’s Real Estate Solutions has a... ...estate investment trusts (REITS) and... ...tax professionals/assistants working on client... ...firm (principal, senior manager) Experience...SeniorPrivate clientFull time- ...Trusts & Estates Associate Location: Manchester, NH A leading New England... ...candidate will gain significant client exposure while working on... ...wealth transfer strategies Assist with the transfer of closely... ...estate administration Prior private law firm experience Experience...
$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$170k - $220k
...skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex... ..., building long-term client relationships, mentoring... ...About Ascend: Backed by private equity from people-... ...and exit strategies Assist in the development and execution...Senior- Bank of America in Boston, MA is seeking a Private Bank Client Associate to support complex client needs with... ...integrated service through collaboration with trust, family office, investments, and custody teams. You will assist with onboarding, referrals, and ongoing relationship...SeniorPrivate clientWork at office
- ...Summary We are seeking a Tax Senior Associate to join the Private Client Services (PCS) team, based in Boston... ...part of an integrated team. Assist with the training and mentoring of... ...tax returns for individuals, trusts and estates, and/or entities. Preferred...SeniorPrivate clientLocal area
- ...best way to help our clients and advance our business... ...Planner to join our Private Banking team in Boston... ...collaborate with an existing Senior Wealth Planner in... ...and integrated trust, estate, philanthropic and tax... ...proactive ability to assist with related investment...SeniorPrivate clientLocal area
$150k - $180k
...Friday, 9-5 Required: Proven experience as an Estate Planning Attorney Applicants must be... ...excellent opportunity for an experienced Trust and Estate Attorney to join a collaborative... ...law Experience advising high-net-worth clients is highly desirable Excellent legal research...Full timeTemporary workWork at officeMonday to Friday1 day per week- ...Trust & Estate Attorney Location: Boston and Provincetown, MA Job type: Full-time Experience:... ...firm proudly serves a diverse range of clients across Massachusetts—from first-time homebuyers... ...in coordination with accountants Assist with guardianship and conservatorship matters...Base plus commissionFull timeWork at office
$30.45 - $48.08 per hour
...Growth and delivering for our clients, teammates, communities and... ...identifying opportunities while assisting with client service... ...investment products to achieve Private Bank client experience standards... ...with specialists, including trust, family office, investments,...SeniorPrivate clientHourly payWork at officeFlexible hoursShift workDay shift$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 clientFull timeWork experience placementWork at officeLocal areaWork from homeFlexible hours$81.5k - $149.5k
...with extraordinary clients spanning every industry... ..., colleagues and trusted advisors. We equip you... ...success! The Role Senior Associates in our Private Client Services practice... ..., Trusts and Estates. Senior Associates can... ...updates to clients; Assist in project management...SeniorPrivate clientFull timePrivate practiceH1bLocal areaWork visa$60k - $100k
...quality valuations and long-term growth. We've built trusted relationships with a wide range of clients, which gives our appraisers a consistent flow of... ...Assignments – Complete appraisals for direct lenders, AMCs, private clients, and individual consumers. Advanced...Private clientFor contractors$146k - $200k
...-09-21Job Summary:The Senior Tax Manager is responsible... ...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$190k - $260k
...region's largest and most sophisticated private wealth practices. We work exclusively out... ...a collegial, high-caliber culture and a client base of high-net-worth individuals, families... ...-office national platform. Why join us? Work on sophisticated estate planning, wealth...Private practiceWork at office$91k - $321.5k
...a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work... ...your tax planning skills to help clients navigate complex regulations and support... ...items, income tax provisions, and trust or estate documentation- Analyzing financial...SeniorPrivate clientFull timeH1b- ...thrive. We are the world's trusted infrastructure... ...firm, partnering with clients to solve the world’s most... ...DescriptionAECOMis seeking Senior Data Center... ...being resources, employee assistance program, business travel... ...partner with public- and private-sector clients to...SeniorPrivate clientContract workFor contractorsSecond jobWork at officeLocal areaWorldwideFlexible hours
$107k - $214.5k
...Senior Fire Protection EngineerHelp us build the future and we'll help you build... ...consulting projects for both our private and public sector clients including commercial, institutional... ...and comfortably represent GHD as a trusted fire protection and life safety consultant...SeniorPrivate clientContract workWork at officeLocal area3 days per week- ...JPMorgan Chase is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving... ..., financial planning, credit and banking to serve current clients and attract new assets. You will work with a local team, supported...SeniorPrivate clientLocal area
$135k - $170k
...Daniel O’Connell’s Sons) is a trusted construction management and... ...contracting firm serving public and private clients across the Northeast and... ...Position Summary The Senior Preconstruction Manager leads... ...design Coordinate design-assist and design-build packages...SeniorPrivate clientFor subcontractorFlexible hours- Job Summary:Private Client Services at BDO is a boutique practice within... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...insurance planning.A Tax Senior Manager, Private Client Services... ...decision-making skills to assist with client needs...SeniorPrivate clientPrivate practiceWork at office
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say,... ...individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience...SeniorPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$75k - $90k
...A top national law firm is seeking a highly experienced Private Client Assistant to provide comprehensive administrative and client service... ...attorneys and legal professionals within the Private Client / Trusts & Estates practice. This role is well-suited for a seasoned legal...Private clientFull timeTemporary workPrivate practiceMonday to FridayNight shift- EisnerAmper LLP is seeking a Tax Senior Associate to join their Private Client Services team based in Boston, MA. This role involves coordinating multiple tax engagements, preparing tax returns, and conducting thorough tax research. The ideal candidate will have a Bachelor...SeniorPrivate client
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