- Deloitte (Boston, MA)
- …June 1, 2026 What You'll Do As a Tax Manager 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
- Eastern Bank (Saugus, MA)
- …can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, ... and wealth management. Oversees general administration of client relationships and...on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops… more
- TD Bank (Boston, MA)
- …Senior Wealth Lending Advisor is at the center of the TD Wealth Private Banking model in affiliate channels providing business development, wholesaling, ... Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains...including but not limited to: estate planning, life purchases, tax planning, business investment, real estate purchases, RIA practice… more
- Bank of America (Boston, MA)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- Bank of America (Boston, MA)
- …Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + performing a legal, risk or ... Description:** Primary responsibility for providing advice, guidance and training to Private Bank account teams and centralized units on technical fiduciary issues… more