Private Client Jobs in Chelsea

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Full-time 7 views Experience : Min 5 yrs required

Job Title: Private Client International Tax and... Estate Planning Associate / Senior Associate Job Responsibilities: The role involves advising on international tax matters and developing cross-border planning strategies to address complex multi-jurisdictional tax and legal considerations. The candidate will be...

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Full-time 4 views Experience : 2-3 yrs required

Job Title: Private Clients Associate Job Responsibilities: The Private... Clients Associate will join... the Private Clients Practice Group at... the law firm. The associate will be responsible for representing high net worth individuals, trusts, partnerships, limited liability companies, and corporations. The key...

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Full-time 24 views Experience : Min 8 yrs required

Job Title: Private Wealth Senior Counsel Job Responsibilities: The... Private Wealth Senior Counsel will... be responsible for designing and implementing sophisticated estate plans for individual and business clients. This includes managing all aspects of wealth management, asset protection, and addressing gift and...

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Full-time 10 views Experience : 3-5 yrs required

Job Title: Private Clients Associate Job Responsibilities: The Private... Clients Associate at the... law firm will join a team of nationally recognized lawyers who specialize in partnering with individuals, families, and business owners to craft comprehensive estate plans and achieve management goals....

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Full-time 17 views Experience : Min 1 yrs required

Job Title Private Clients Associate Attorney Job... Responsibilities - Join the Private Clients & Fiduciary Services... Practice Group at a law firm. - Work closely with individuals and families to understand clients’ priorities, goals, and intentions for their legacies. -...

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Full-time 3 views Experience : Min 1 yrs required

Job Title: Private Clients Associate Attorney Job... Responsibilities: The Private Clients Associate Attorney will... join the Private Clients & Fiduciary Services... Practice Group. The responsibilities include working closely with individuals and families to understand their priorities, goals, and intentions for...

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Full-time 1 views Experience : Min 4 yrs required

Job Title: Private Client Trusts & Estates... Associate Attorney Job Responsibilities: The Private Client Trusts & Estates... Associate Attorney will be responsible for handling a variety of tasks related to trust and estate planning and administration. Key responsibilities include: -...

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Full-time Experience : 3-7 yrs required

Job Title: Private Client Associate Job Responsibilities:... Develop wealth transfer strategies. - Conduct tax planning and manage gift transfers. - Draft legal documents and maintain strong client relationships. - Deliver comprehensive... estate planning representation. - Offer outstanding client service t...

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Full-time Experience : Min 4 yrs required

Title: Private Client Trusts & Estates... attorney to join its Private Client Department, specifically focusing... on Trusts and Estates. This position is based in Boston and requires a minimum of 4 years of relevant experience. The role is part of...

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Full-time 6 views Experience : 8-8 yrs required

Title: Financial Services - Private Client Services - Tax... a Senior Manager in Private Tax, you will be... for providing personal and private tax advice and managing... owners, business-owning families, and private wealth owners. Your key... duties include delivering tailored...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required

Title: Tax Manager - Private Client Services Job Responsibilities: - Lead... and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. -...

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Posted On Aug 31, 26
Full-time 23 views Experience : 4-4 yrs required

Job Title: Manager - Private Client Services Job Responsibilities: Managers in... the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of...

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Posted On Aug 27, 26
Full-time 24 views Experience : 12-18 yrs required

Job Title: Private Client Advisor II Job Responsibilities: -... clients and deepen existing client relationships. - Build and maintain... development goals. - Lead the Client Management Process and partner... to provide a Branded Client Experience. - Ensure retention of... the full array of Private Bank capabilities and services. -......

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Posted On Aug 31, 26
Full-time 17 views Experience : 6-6 yrs required

Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers... in the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include some...

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Full-time 11 views Experience : Min 4 yrs required

Title: Estate Administrator - Private Clients & Fiduciary Services... Job Responsibilities: The Estate Administrator is responsible for managing and overseeing the administration of estates, supporting probate proceedings, and assisting the Private Clients & Fiduciary Services... Group with related legal matters....

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Posted On Jul 29, 26
Full-time 25 views Experience : 2-8 yrs required

Attorney to join its Private Clients and Fiduciary Services... Group in Boston, Massachusetts. The firm offers a collaborative work environment where employees can grow professionally and estate planning documents and administer in estate planning, trust and estate administration,...

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