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Tax Private Client Services Jobs in West Roxbury

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United States
Posted On Aug 22, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate... involves advising on international tax matters and developing cross-border... to address complex multi-jurisdictional tax and legal considerations. The... sophisticated estate planning and tax-efficient restructuring solutions for high-net-worth... international families and their...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team will engage in a variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: -...

Posted On Sep 09, 26
Full-time 24 views Experience : Min 8 yrs required
Practice Area:
Tax - General Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Tax - General Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

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 addressing gift and estate tax issues. The role requires......

Posted On Aug 19, 26
Full-time 4 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Affirmative Action gift tax limited liability companies partnerships social security trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Affirmative Action gift tax limited liability companies partnerships social security trusts

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, estate, income, and gift tax planning matters. Additionally, the......

Posted On Aug 20, 26
Full-time 6 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

Services Private Client Services - Tax Senior Manager Job Responsibilities: As a... Senior Manager in Private Tax, you will be responsible... providing personal and private tax advice and managing compliance... owners, business-owning families, and private wealth owners. Your key... duties include delivering tailored tax advice and compliance solutions......

Posted On Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Services Private Client Services - Tax Manager Job Responsibilities: As a Manager... in Private Tax at the company, you... providing personal and private tax advice and compliance support... families, and owners of private wealth. Your key responsibilities... the delivery of tailored tax advice and compliance solutions......

Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Job Title: Tax Manager - Private Client... Services Job Responsibilities: - Lead and manage... tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. - Provide advanced tax... planning strategies related to... income,...

Posted On Aug 31, 26
Full-time 17 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Job Title: 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...

Posted On Aug 19, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Lead tax and consulting engagements, teaching... and address client needs, tax planning, and consulting opportunities. -... act as the primary client contact for preparation and... foundation, partnership, and gift tax returns, providing written an......

Posted On Aug 31, 26
Full-time 23 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer

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...

Posted On Aug 19, 26
Full-time 10 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning gift tax limited liability companies partnerships social security trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning gift tax limited liability companies partnerships social security trusts

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....

Posted On Aug 18, 26
Full-time 17 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary

Job Title Private Clients Associate Attorney Job... Responsibilities - Join the Private Clients & Fiduciary Services... Practice Group at a... estate administration, and related tax work. - Occasionally travel... as required by business needs. - Work directly with clients to...

Posted On Jul 15, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary

Job Title: Private Clients Associate Attorney Job... Responsibilities: The Private Clients Associate Attorney will... join the Private Clients & Fiduciary Services... Practice Group. The responsibilities... in estate planning, trust and estate administration, and related tax work. The role requires... establishi...

Posted On Jul 29, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity Estate Planning estates family Practice of Law private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity Estate Planning estates family Practice of Law private client trusts wealth transfer

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...

Posted On Aug 11, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer

Title: Private Client Trusts & Estates... attorney to join its Private Client Department, specifically focusing... relevant experience. The role is part of a nationally recognized practice that deals with high-net-worth clients, providing sophisticated estate planning and administration services. The idea...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

Job Title: Private Client Trusts & Estates... Attorney Job Responsibilities: The Private Client Trusts & Estates... and estate planning and administration. - Applying knowledge of relevant state and federal tax laws. - Assisting with... succession planning and lifetime giving....

Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Job Title: Manager, Business Tax Services - Private Clients Job... clients and deliver high-quality tax service and advice, playing... the company's private client tax practice focused on ultra-high... of complex individual income tax, gift, estate, and trust... returns for ultra-high net-worth...

Posted On Aug 19, 26
Full-time 11 views Experience : Min 4 yrs required
Job Tags:
estate tax estates fiduciary Probate
Job Tags:
estate tax estates fiduciary Probate

Title: Estate Administrator - Private Clients & Fiduciary Services... proceedings, and assisting the Private Clients & Fiduciary Services... Group with related legal... matters. Key responsibilities include: - Managing the complete administration process of estates under attorney supervision, which involves preparing,...

Posted On Jul 29, 26
Full-time 25 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General

Attorney to join its Private Clients and Fiduciary Services... Group in Boston, Massachusetts.... grow professionally and estate planning documents and administer in estate planning, trust and estate administration, and related tax directly with clients... to understand t...

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