Private Client Associate Jobs in Norwood
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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: May 15, 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: May 15, 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: May 20, 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: May 06, 2024
SUMMARY: Salary: $150,000 - $200,000 per year Private Client Advisor II - Boston, Massachusetts Salary Information: • $150,000 - $200,000 per year Job Title: • Private Client Advisor II Experience Information: • 12 years of private banking/complex financial services experience or equiva...
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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 06, 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...
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
Waltham, MA
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Salary: $80,000 - $100,000 Estate Settlement Officer III - Responsible for managing and settling complex estate and terminating trusts, with focus on client satisfaction and asset retention. Experience: Minimum of 2-3 years of personal trust/estate settlement/investment related experience. Salar...
Corporate - Asset/Investment Management Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 21, 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: May 20, 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: May 20, 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 Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 20, 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 Braintree, MA
Braintree, MA
Type: Full Time | Posted Date: May 14, 2024
SUMMARY: Tax Manager at WithumSmith Brown - Be in a Position of StrengthSM - Job title: Tax Manager - Company: WithumSmith Brown - Location: Braintree, MA - Salary: Based on experience and qualifications - Experience: At least 5 years of experience in tax department of public accounting - Education: Ba...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 09, 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 06, 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: May 22, 2024
SUMMARY: Job Title: Tax Manager - Financial Services/Asset Management Experience: 5 years of experience in business taxation Salary Information: $88,400 - $167,200 (plus discretionary bonus based on performance) Department: Tax Company: RSM Location: Global H1: Join RSM as a Tax Manager in...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 21, 2024
SUMMARY: # Tax Senior - Financial Services Industries - Securities ## Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like “accounting for income taxes,” “tax advisory,”...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 20, 2024
SUMMARY: ## Tax Manager - Financial Services Industries - Securities ### Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like “accounting for income taxes,” “tax advisory,...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 20, 2024
SUMMARY: Ability to travel 25% of the time # Senior Director, Research Credits & Incentive Services Tax (RCIS) ## Job Description Alvarez & Marsal's Research & Development (R&D) Tax team is currently looking for a Senior Director to help their clients identify permanent cash tax savings and refu...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 20, 2024
SUMMARY: SEO-Friendly Job Title: Tax Manager for Alternative Investment Funds at Andersen Tax LLC in Boston, MA H1 Heading: Join Our Team as a Tax Manager for Alternative Investment Funds at Andersen Tax LLC in Boston H2 Heading: Discover Exciting Opportunities as a Tax Manager for Alternative Investme...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 16, 2024
SUMMARY: Travel Requirements 0% Job Level Senior Associate Summary: BDO is seeking a Core Tax Services Senior Associate to join their team in Boston, MA. This position offers the opportunity to work with a diverse client base and gain experience in tax compliance, research, ASC 740-10, tax consulting...
Tax - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: May 15, 2024
SUMMARY: Job Title: Tax Manager - Business Tax Services - Tax Exempt Experience: 5 years in federal taxation with a strong emphasis on tax-exempt organizations Location: Available in 19 locations Position Summary: - Seeking a strategic and creative federal tax professional with experience in tax-exe...