• Direct Counsel (Boston, MA)
    Senior Associate Attorney - Private Wealth Services Location: Boston, MA Direct Counsel is seeking a Senior Associate to join a highly regarded national ... directly with clients and collaborate closely with partners and senior attorneys in the group. Qualifications: Juris Doctor degree...Connecticut . Minimum of 3 years of experience in private wealth , estate, or tax more
    Upward (06/30/25)
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  • Tax Senior - Private

    Deloitte (Boston, MA)
    …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
    Deloitte (05/19/25)
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  • Private Wealth , CFP, Sr. Financial…

    Citizens (Boston, MA)
    Description The Private Wealth , Senior Financial Planning Analyst is a strategic partner in delivering sophisticated financial planning solutions to ... opportunities and supporting client acquisition efforts. + Address complex wealth management issues, including estate planning, tax ...+ Work Schedule: Monday - Friday + Location: Citizens Private Bank, 2nd Floor; Boston, MA Some job boards… more
    Citizens (06/29/25)
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