Fiduciary Jobs in Boston
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Search Results - Fiduciary Jobs in Boston
Hemenway & Barnes LLP-Boston
Estate Administrator
The Estate Administrator is a specialist role responsible for guiding fiduciaries and clients through all phases of the estate administration process. The Estate Administrator directly supports the Partners of a sophisticated...
mindmatch.ai -
CFA Institute-Boston
and expertise of our experienced investment and fiduciary professionals. We are committed to building deep relationships with individual clients and families to preserve and enhance their wealth across generations.
Our firm grew out of a traditional family...
appcast.io -
Vaco-Boston
materials related to trust and estate accounts
• Prepare and review financial statements, trust accountings, and other fiduciary reports for accuracy
• Develop and maintain effective relationships with clients and third parties
• Stay up-to-date with laws...
mindmatch.ai -
The Partnership, Inc.-Boston
Sustainability team works in partnership with the investment teams, analysts, legal team and distribution teams to provide sustainability integration, based on financial materiality in service of our fiduciary duty to our clients. We do this using our 4...
appcast.io -
Lexitas Legal Talent Outsourcing-Boston
are flexible. Rate is $40/hr.
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics, with a focus on probate, fiduciary litigation, guardianships and other contested T&E matters...
mindmatch.ai -
Vaco-Boston
materials related to trust and estate accounts
• Prepare and review financial statements, trust accountings, and other fiduciary reports for accuracy
• Develop and maintain effective relationships with clients and third parties
• Stay up-to-date with laws...
Vaco-Boston
to Trustees and members of the Fiduciary Services Group.
• Oversee all aspects of the probate accounting process, collaborating with internal partners to complete necessary documentation and external counsel to submit to the Probate Court.
• Actively...
mindmatch.ai -
Boston
and negotiating with insurance carriers to acquire coverage that is in a client’s best interests. Coverages include: Directors and Officers Liability, Employment Practices Liability, Crime, Fiduciary Liability, and Kidnap/Ransom.
• Analyze and present...
icims.com -
Loring, Wolcott & Coolidge Trust, LLC-Boston
Estate Tax Planning: Analyze estate tax planning documents and generate comprehensive estate tax projections, providing valuable insights to Trustees and members of the Fiduciary Services Group.
Probate Accounting: Oversee all aspects of the probate...
mindmatch.ai -
NovaLaw-Boston
fiduciary reports/accountings, etc.
• Assist attorneys with the administration of decedent’s trusts and estates; including: marshalling, organizing, and analyzing asset information; valuation of assets and strategize allocation to sub trusts; preparation...
trinethire.com -
Boston
plan; fiduciary advisor; identity theft plan; Section 125 flexible benefits, including mass transit and parking; income protection – life insurance, short-term disability, long-term disability; Employee Assistance Program (EAP)
• Continuing education...
icims.com -
Jobot-Boston
or Masters in Accounting or related curriculum
Responsibilities
• Manage and review Forms 1041, 709, and 706 Tax Returns
• Manage Fiduciary, Gift and Estate clients simultaneously
• Review and analyze estate plans
• Review Trust Structures to minimize...
mindmatch.ai -
RSM US LLP-Boston
due to the complexities of fund reporting.
• Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM...
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CyberCoders-Boston
capacity overseeing lower level associates
• Demonstrated experience related to simple and complex return prep & review
• Exposure to HNWI, Fiduciary, and Business returns (predominately S-Corp)
• Bachelors Degree in Accounting or related field
• Active CPA...
mindmatch.ai -
CyberCoders-Boston
Partnerships, Individual, Fiduciary, and/or Multi-state Tax)
Strongly Preferred
• CPA License (Will also consider CPA Candidates with at least 1 exam passed)
• Masters in Taxation or Accounting
Benefits
Benefits of Working with a Top 50 CPA Firm...
mindmatch.ai -
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