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estate planning in Boston

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  1. Financial Advisor / Registered Representative at New York Life

    Risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning....

  2. Seasonal Senior Tax Associate at KPMG

    Multi-generational estate planning experience is a plus. Deep experience with individual income tax, gift tax, estate tax and trust taxation;...

  3. Philanthropy Officer at Tufts Medical Center

    Understanding of planned giving concepts and/or financial and estate planning. Tufts Medical Center Trust Schedule:....

  4. Trust Advisor at Loring, Wolcott & Coolidge Trust, LLC

    The nature of this position results in significant exposure to trusts, estate planning and investment portfolio management activity....

  5. Tax Advisor at Loring, Wolcott & Coolidge Trust, LLC

    Experience with fiduciary and estate tax returns preferred. Graduate degree in Taxation and/or Certified Financial Planning required....

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    1. Project Analyst (Boston)

      RoleAt Xyster, the Project Analyst analyzes, documents, measures and tracks the requirements and progress of a project throughout its lifecycle, helping ensure the project team achieves its objectives within scope, schedule and budget. This role encompasses the broad spectrum of work required to support and manage large project teams consisting of multiple functional tracks.To that end, the ...

    1. Tax Manager/Supervisor at Leonard, Mulherin & Greene, P.C.

      As an integral member of the tax department a tax supervisor/manager will also work closely with partners to identify planning opportunities and research...

    1. Part Time Men's Accessories Brand Ambassador - Nashua, NH

      MCG is a premier service organization that partners with both manufacturers and retailers to increase sales at store level. We provide in store services to department stores, mass merchants and stand alone retailers throughout the United States and Puerto Rico.Currently we have a 20 hours a week opening within the NASHUA, NH market including:Burlington, MAChelmsford, MAHudson, MAMCG Men's ...

    1. Senior Financial Advisor at The Farland Group, LLC

      Lead client planning meetings, document client wishes, and deliver detailed and customized planning strategies....

    1. Outside Sales Executive

      Rewarding and well-paying job for someone with strong sales skills and a passion for education. This position pays a base salary of $42,000 with a generous incentive program.This role is called Academic Advisor entails connecting with families and community influencers to get in front of as many families as possible to deliver presentations to groups and 1 on 1. We will train the Advisor to ...

    1. Civil Engineer at Beals Associates, Inc.

      Is a Land Planning, Civil Engineering, Permitting and Project Management firm offering a broad range of services across the Real Estate industry....

    1. Global Real Estate Manager - Design and Build-out Manager

      About the TeamGlobal Real Estate (GRE) is BCG's in-house Corporate Real Estate function which supports the organization and our offices with all operational and strategic real estate aspects around BCG's occupied office portfolio.  We have a huge global footprint with over 86 offices in 42 countries!  Our small but diverse team of 8 employees is highly collaborative, strategic, and solutions ...

    1. Workplace Strategy Director at Knoll, Inc.

      Analyze workplace and corporate real estate patterns. Bachelor’s degree required preferably with an emphasis in Architecture, Planning, Design or Organizational...

    1. Financial Advisor

      Position Title: Financial Advisor Growing, independent Wealth Management firm in Westborough, MA is looking to add motivated financial advisors to our team.  The position involves cultivating and servicing current referral sources in order to develop new client relationships.  Applicant must be a team player.  Bringing an existing book of business is not a prerequisite to the position.As a ...

    1. Senior Tax Accountant at Elder, Gaffey & Paine, PC

      We specialize in creative tax planning and compliance for a wide range of clients including high income/net worth individuals, business executives, family...

    1. Senior Corporate Attorney with capital markets experience

      Job ID: 70V779200Boston office seeks corporate senior attorney having 3-5 years of experience. The practice includes capital markets, public company counseling, mergers and acquisitions and start-ups and venture capital financing. Skills: Corporate, capital markets, public company counseling, mergers and acquisitions, start-ups, venture capital financing, associateIn many ways, this large ...

    1. Head of Digital Design at MassMutual Financial Group

      Offers real estate equities. And Cornerstone Real Estate Advisers, which. Developers and product management in planning for and implementing the vision....

    1. Senior Corporate Attorney with securities experience

      Job ID: WKZO79199Boston office seeks corporate senior attorney having 3-5 years of experience. The candidate must have securities law experience in advising public company clients. Skills: Corporate, securities, public company clients, associateIn many ways, this large Massachusetts firm is defined by the interplay between the century-old institution and the younger, more aggressive ...

    1. Vice President, Product Development, Mortgage Builder at Altisource

      ASPS), a leading provider of mortgage, financial and technology services for the real estate industry. We utilize the latest technologies to provide “best in...

    1. Web Designer

      Overview: When you work with Solugenix, you become part of an expert team making a difference by delivering value for some of the world's largest firms in finance, medical device, pharmaceutical, consumer packaged goods industries and more. When you join Solugenix, you join the longest serving independent consulting firm in the nation, distinguished by a history of industry innovation. ...

    1. Cisco Voice Communications Project Specialist at Partners HealthCare

      Responsible for completing and distributing the finalized RE/IS Budget Planning form containing the voice-data costs....

    1. Manager Trainee

      An Agent position with Combined Insurance offers you a full-time, direct employee position where you’ll receive company support and comprehensive training. We offer unlimited income potential, including expense-paid training, a limited guaranteed income to start, and a competitive benefits package.No experience is required, but prior exposure to sales and customer service is helpful. ...

    1. Voice Communications Project Specialist at Partners HealthCare(PHS)

      Responsible for completing and distributing the finalized RE/IS Budget Planning form containing the voice-data costs....

    1. Director of Property Management

      Director of Property Management Manages the operations of the company's commercial property portfolio. Essential Functions The following list of essential job functions is not exhaustive and may be supplemented or changed as necessary. • Provides for the administration of all activities related to the physical operation of assigned properties including operations, engineering, cleaning, ...

    1. Manual QA at Connections of New York

      We are planning on a complete architecture overhaul. We bring together the most prestigious international dealers of antiques, fine art, estate jewelry, vintage...

    1. Mid-level Trusts and Estates Attorney with planning experience

      Job ID: 38LO94008Boston office of our client seeks mid-level trusts and estates attorney with 3-6 years of experience in estate planning for high net worth clients and the administration of complex estates. The candidate should preferably have an LL.M. degree. Must have experience with tax planning and business succession. Skills: Trusts and Estates, planning, complex estates, business ...

    2. Entry Level Server / Bar / Restaurant / Retail / Hospitality

      Server / Bar / Restaurant / Retail / Hospitality - Customer Service Professionals to Management Wanted! Customer Service Specialist! Growth Opportunity*ENTRY LEVELCompensation: Great Compensation and Bonus StructureDo customers specifically request you based on your great customer service?Does your personality alone put people at ease?Are you looking for an opportunity for growth and ...

    3. Financial Representative/ Financial Advisor

      Northwestern Mutual Financial Network was founded in 1857 and continues to provide expert guidance and innovative solutions to the planning needs of individuals and businesses. Our Financial Representatives have exclusive access to the Network’s group of specialists and work with clients in the areas of insurance and investments, comprehensive financial planning, retirement solutions, estate ...

    4. Promotional Advertising Assistant - Entry Level

      We are looking to hire an entry level Promotional Advertising Assistant to join our promotions team!   As a leader in experiential marketing & client acquisitions, we specialize in creating and implementing customized marketing strategies for a large portfolio of clients. By using a personalized approach to brand recognition, we are able to connect brands directly with consumers through ...

    5. Entry Level Marketing Assistant (Retail Division)

      The Job Window, an interactive candidate resource that specializes in connecting up and coming talent to entry level opportunities all across North America, is excited to announce that one of its premiere promotional & experimental marketing clients is looking for an Entry Level Marketing Assistant to join their on-site retail marketing team!   As a leader in experimental marketing, our ...

    6. Sales Representative

      An Agent position with Combined Insurance offers you a full-time, direct employee position where you’ll receive company support and comprehensive training. We offer unlimited income potential, including expense-paid training, a limited guaranteed income to start, and a competitive benefits package.No experience is required, but prior exposure to sales and customer service is helpful. ...

    7. Attorneys for Multiple Practices Across Boston New York Washington DC

      Associate Intellectual Property Litigation - Pharmaceutical, biologics, or biotechnology 1-5 years of experience​ - Boston MAWe are seeking a skilled and highly qualified associate with 1 to 5 years of pharmaceutical patent litigation experience, including Hatch-Waxman, biologics, or biotechnology patent litigation. Advanced degree a plus,with preferred undergraduate and/or graduate training ...

    8. Manager Trainee

      An Agent position with Combined Insurance offers you a full-time, direct employee position where you’ll receive company support and comprehensive training. We offer unlimited income potential, including expense-paid training, a limited guaranteed income to start, and a competitive benefits package.No experience is required, but prior exposure to sales and customer service is helpful. ...

    9. Solar Consultant (Outside Sales)

      This is a full-time position with Direct Energy Solar. As such, the role has a competitive base salary, commission program linked to performance, health care benefits, and the ability to advance quickly in a rapidly growing company.Solar Consultants receive company generated leads and are required to generate their own leads (50/50 mix). This position offers you the freedom to manage your own ...

    10. Business Systems Analyst with Financial Services Experience (79964)

      US Citizens OR Green Card holders with Financial Servicex Experience will ONLY be considered for this roleOur diversified group of companies and affiliates provides comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world. This investment expertise extends across a full range of asset classes including equity, fixed ...

      1. Manager of Tax at Loring, Wolcott & Coolidge Trust, LLC

        Drive successful working relationships and interact regularly with Trustees in an advisory capacity with existing and potential clients to assist with complex...

      2. Estate Administrator at Loring, Wolcott & Coolidge Trust, LLC

        Analyze estate tax planning documents and prepare estate tax projections supporting the Trustees and trust advisors;...

      3. Director of Housing at Just-A-Start

        Oversee the non-real estate, housing services of Just-A-Start. Provide strategic planning and development for ongoing and newly created programs....

      4. Wealth Manager at USAA

        4+ years experience applying financial planning strategies retirement, investment, insurance, tax, and estate)....

      5. Bridge Impact Fellowship at Bridge International Academies

        We expect Impact Fellows to play key roles across the entire Company, including in development, (research, real estate, planning, construction), operations...