- Grant Thornton (Boston, MA)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...industry and public accounting experience Excellent analytical, technical, and tax accounting/technology skills Exceptional client service and… more
- JPMorgan Chase (Boston, MA)
- …and prospective clients + Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer ... Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their… more
- TD Bank (Boston, MA)
- …Management, and Capital Markets. The role includes leading as President of TD Private Client Wealth , LLC. TD Bank's Registered Investment Advisor and Broker ... policies and mandates + Works with internal partners including Wealth Products & Services , TD Asset Management,...(eg security based lending, deposit solutions, sweep as a service ) ensuring alignment with advisor and client needs and… more
- Wells Fargo (Boston, MA)
- …+ Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services , and solutions + Coach and educate Advisors ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in...issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and… more
- Eastern Bank (Boston, MA)
- …relationships that can benefit from one or more of the Banks' banking and wealth management services including banking services , residential and commercial ... related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.** + Identifies and develops new clients to build a… more
- Wellington (Boston, MA)
- … service providers (eg, Fund Administrators, Auditors, Product Management, Private Investment Deal Teams, Investor Relations). The Fund Controller will report ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- UMB Bank (Boston, MA)
- …I** **I** , you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be ... escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,...service providers. + You will help identify value-added services that Personal Trust and Custody can provide. +… more
- HUB International (Wilmington, MA)
- …business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products and services . With over $5 ... Leader will contribute to the standards and superior client service of Hub locally and regionally and collaborate with...knowledge and capabilities in health reform, ERISA, HIPAA, COBRA, tax , and Medicare, and a working knowledge of federal… more