Assist High-Net-Worth Clients with Wealth Transfer Strategies Bold... Headline: Senior Associate Position with Top Bankruptcy, Creditors Rights, Business Matters, Litigation Law Firm in Boston Bullet Points: - Join a highly regarded Trusts & Estates practice at a prominent...
Information $100,000-$150,000/year Experience Required 5+ years Degree Required JD Estate Planner/Fiduciary Counsel - Job Description and Salary Information Job Title: Estate Planner/ Fiduciary Counsel Location: Boston, Massachusetts, United States Position Type: Full-time...
attorneys to serve high-net-worth individuals, families, and their advisors. The primary responsibilities include designing and implementing sophisticated, tax-efficient estate and wealth transfer strategies. The candidate... will gain hands-on experience drafting a wide range of estate planning documents, such as w...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
Investment Management - Private Wealth Salary Information: The... wage range for this role is estimated to be $63,420 to $144,300, taking into account factors such as skill sets, experience, certifications, and organizational needs. Eligible employees may also participate in...
Wealth Strategies Advisor Posted Nov... 29, 2024 Apply Now Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... responsibilities in both After-Tax Wealth Strategy and Investment Strategy.... After-Tax Wealth Strategist Key Responsibilities: - Provide... estate planning. - Frame choices and solution sets for clients. - Offer thought leadership on after-tax wealth str...
- Financial Services - Wealth and Asset Management Job Responsibilities: As... Senior Manager in the Wealth & Asset Management practice... at the company, you will take on a critical role in managing and coordinating tax compliance and advisory work for clients. Your...
Title: Attorney, Vice President Job Responsibilities: - Participate in the design and launch of new registered funds, broadly offered private funds, collective investment trusts, and other investment vehicles. - Research new product ideas and issues, working with counsel and stakeholders to...
a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now. Summary:...
Trust Planning Lead - Wealth Solutions H1: Join... H2: Drive Advanced Wealth Planning Solutions and Experience... Lead to join our Wealth Solutions team. - This... role offers a competitive salary and the opportunity to work in a hybrid...
Title: Tax Manager - Business Tax Services - Tax Exempt Experience: 5+ years in federal taxation with a strong emphasis on tax-exempt organizations Salary Range: $84,980 to $193,440 Department: Tax-Exempt Practice Position Summary: - Seeking a strategic and...
Managing Director, Core Tax Services Boston, MA, United States Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting...
Title: SVP, Associate General Counsel Job Responsibilities: The Senior Vice President, Associate General Counsel will assist other attorneys in the department and senior members of the business, including the Deputy General Counsel and the Chief Legal Officer, with leading the teams...
Last Will and Testament, trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation. Including investment accounts,... qualified retirement accounts, life insurance etc. Excellent communication skills to deal with broad base of clients is a must....
Manager, International Tax Private Wealth locations USA... CA Irvine USA CA San Jose 2055 Gateway Place USA CA San Jose 1735 Technology Drive USA CA San Francisco 220 Montgomery Street USA CA Los Angeles...
Overview: A reputable law firm is seeking a Private Client Trusts & Estates Associate to join its nationally recognized practice in the Boston office. This role will involve working on high-net-worth trust and estate planning, administration, and tax-related matters. Ideal...