Private Client Associate Jobs in Massachusetts
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Sponsored Job
Private Client Services Tax Senior Associate
BDO USA LLP | Boston, MA
Type: Full-Time | Posted Date: May 25, 2020
SUMMARY: Private Client Services Tax Senior Associate The candidate assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities ow...
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Sponsored Job
Tax Senior Associate – Private Client Services
Andersen Tax LLC | Boston, MA
Type: Full-Time | Posted Date: Apr 28, 2022
SUMMARY: Tax Senior Associate – Private Client Services Duties: Review and prepare complex tax returns. Engage in the tax planning and consulting process. Collaborate with the engagement team to identify and research complex client issues and recommend solutions. Draft technical tax memoranda. Provide reg...
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Sponsored Job
Private Client Associate – Fiduciary Litigation Group
Burns & Levinson LLP | Boston, MA
Type: Full-Time | Posted Date: Nov 26, 2022
SUMMARY: Private Client Associate – Fiduciary Litigation Group The candidate should have 5-10 years of experience, preferably in a law firm setting, handling a variety of fiduciary litigation matters, such as: guardianship & conservatorship, trust litigation, will contest, undue influence & financial expl...
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Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 08, 2024
SUMMARY: # Tax Senior Associate, Business Tax Services - Private Clients KPMG is offering an exciting opportunity for an experienced Tax Senior Associate to join the Business Tax Services - Private Clients practice. The Senior Associate will be responsible for providing tax compliance and advisory service...
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Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 08, 2024
SUMMARY: ## Tax Manager or Tax Senior Manager, Business Tax Services - Private Clients KPMG is currently seeking a Manager or Senior Manager to join their Business Tax Services practice. This role will provide tax advice and services to ultra-high net worth individuals, trust and estate clients, and Family...
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Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Tax Senior Associate – Private Client Services: Salary, Job Title, and Experience Information Salary Information: - Competitive salary based on experience and qualifications - Opportunity for bonuses and other incentives - Comprehensive benefits package including health, dental, and vision insura...
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Finance - Banking Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Salary: $200,000 - $250,000 Job Title: Private Client Advisor II Experience: 12 years of private banking/complex financial services experience or equivalent financial services/business experience Responsibilities: - Lead the client management process (CMP) to identify new business development...
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Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Boston, MA
Type: Full Time | Posted Date: May 01, 2024
SUMMARY: Location: Boston, Massachusetts Senior Trust Officer - Boston, Massachusetts Bank of America is currently seeking a Senior Trust Officer to join our team in Boston, Massachusetts. As a Senior Trust Officer, you will be responsible for maintaining a book of fiduciary and investment management...
Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Westborough, MA
Westborough, MA
Type: Full Time | Posted Date: Apr 09, 2024
SUMMARY: Attorney The candidate will join business and estate planning firm. Will meet and speak with clients directly. Write and lecture extensively for private groups. Learn a great deal about all of our practice areas while developing a focus on one or more specific practice groups....
Trusts and Estates Attorney / Corporate - General Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Woburn, MA
Woburn, MA
Type: Full Time | Posted Date: Apr 09, 2024
SUMMARY: Associate Candidate will work in business and estate planning law firm. Will have hands-on experience and the opportunity to carry out important assigned responsibilities under the training and supervision of more experienced attorneys. Will meet and speak with clients directly. Will write and le...
Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Norwood, MA
Norwood, MA
Type: Full Time | Posted Date: Apr 09, 2024
SUMMARY: Attorney The candidate will join business and estate planning firm. Will meet and speak with clients directly. Write and lecture extensively for private groups. Learn a great deal about all of our practice areas while developing a focus on one or more specific practice groups....
Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Waltham, MA
Waltham, MA
Type: Full Time | Posted Date: Apr 09, 2024
SUMMARY: Attorney The candidate will join business and estate planning firm. Will meet and speak with clients directly. Write and lecture extensively for private groups. Learn a great deal about all of our practice areas while developing a focus on one or more specific practice groups....
Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Braintree, MA
Braintree, MA
Type: Full Time | Posted Date: Apr 09, 2024
SUMMARY: Attorney The candidate will join business and estate planning firm. Will meet and speak with clients directly. Write and lecture extensively for private groups. Learn a great deal about all of our practice areas while developing a focus on one or more specific practice groups....
Corporate - Asset/Investment Management Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Salary Information Competitive salary based on experience and qualifications. Comprehensive benefits package including: medical, dental, and vision insurance; 401(k) plan with company match; paid time off (including holidays, sick time and vacation); flexible spending accounts for medical expe...
Tax - General Attorney in Quincy, MA
Quincy, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Experience supervising, coaching, and developing staff. Business and client service development experience. Ability to travel to client sites, as needed. Experience in the high net worth area preferred. At CLA, we are committed to helping our people lead fulfilling lives and reach their hig...
Tax - General Attorney in Newton, MA
Newton, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: A minimum of 5 years of experience in the high net worth space. Proven experience in financial and tax planning for high net worth individuals. Experience in supervising, mentoring, and training staff. Excellent written and verbal communication skills. Proven ability to develop and maintain ...
Tax - General Attorney in Worcester, MA
Worcester, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Experience with high net worth individuals and their related entities. Experience with multi-state and international tax returns. Experience managing and mentoring staff. Demonstrated ability to develop and maintain client relationships. Ability to work with minimal supervision on multiple p...
Tax - General Attorney in New Bedford, MA
New Bedford, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Experience with high net worth individuals and/or family offices highly preferred. Ability to work independently and in a team environment. Ability to work on multiple engagements and/or projects simultaneously. Excellent communication skills, both written and verbal. Proven leadership skill...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 16, 2024
SUMMARY: Heading: Tax Principal - High Net Worth Company is committed to creating opportunities for our clients, people, and communities. We have an amazing opportunity to join our Private Client Tax practice as a Tax Principal – High Net Worth in one of our New England area offices. Responsibilities...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 02, 2024
SUMMARY: Job Title: Tax Senior Manager- Family Office Experience: Minimum of 8 years in public accounting with emphasis on private client taxation Salary Range: $137,300 - $299,000 Department: Family Office Enterprise (FOE) Practice Location: Global Company: RSM H1: Join RSM's Family Office Enterpris...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Apr 10, 2024
SUMMARY: BDO is currently seeking a Core Tax Services Senior Associate to join our team in Boston, MA. As a Core Tax Services Senior Associate, you will be responsible for managing projects, conducting detailed reviews on tax returns, and identifying potential tax issues for clients. You will also be the mai...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 02, 2024
SUMMARY: per year Position is eligible for bonus pay based on individual and firm performance. SEO Friendly Job Title: Tax Senior Manager - Financial Services/Asset Management H1: Join RSM as a Tax Senior Manager in Financial Services/Asset Management H2: Become a Leader in Tax Services for Asse...
Tax - General Attorney in Quincy, MA
Quincy, MA
Type: Full Time | Posted Date: May 01, 2024
SUMMARY: CLA wants you to have a work/life balance; we offer generous PTO, paid parental leave, and flexible work arrangements. Tax Manager/Director - Exempt Tax at CLA: - Full-time position with opportunities for growth and development - Competitive salary range of $122,000 - $185,000 based on factor...