Private Client

Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120 S) that are often see as pa Client Service, Tax, Senior, Private, Client Relations, Technology, Accounting

About Maestro Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creation within their portfolio through active portfolio management and collaboration...

Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who...

Job DescriptionJob DescriptionOverview:We are seeking compassionate and dedicated individuals to join our team as part-time, per diem Certified Nursing Assistants. As a CNA, you will provide essential care and support to individuals in their private homes. This is a rewarding opportunity to make a positive impact on the lives of others.Duties:- Assist...

The Boston office of Morgan Lewis seeks to hiremidlevel associates with law firm experience to join our investment management practice. The successful applicant will have experience (a) forming private investment funds, such as hedge funds, venture capital funds and/or private equity funds, (b) structuring and drafting documentation for upper tier management...

The Private Dining Specialist serves as the liaison between the Event Sales Manager and Restaurant Operations Team to ensure all parties have a detailed understanding of scheduled events, food and beverage menus, room set up, and each clients expect Specialist, Private, Sales Manager, Healthcare

Title: Personal Lines Insurance Producer/Business Development (High Net Worth/Private Client)Location: Boston, MA (Must reside in Boston or within a 1-2hr driving distance from there)Salary: $100,000k - $150,000k (depending upon experience) + benefitsSummary:This is an EXTREMELY unique opportunity to INHERIT a roughly $600k REVENUE book of business due to an...

Title: Personal Lines Insurance Producer/Business Development (High Net Worth/Private Client)Location: Boston, MA (Must reside in Boston or within a 1-2hr driving distance from there)Salary: $100,000k - $150,000k (depending upon experience) + benefitsSummary:This is an EXTREMELY unique opportunity to INHERIT a roughly $600k REVENUE book of business due to an...

Title: Personal Lines Insurance Producer/Business Development (High Net Worth/Private Client)Location: Boston, MA (Must reside in Boston or within a 1-2hr driving distance from there)Salary: $100,000k - $150,000k (depending upon experience) + benefitsSummary:This is an EXTREMELY unique opportunity to INHERIT a roughly $600k REVENUE book of business due to an...

Our client, a Boston based private equity firm is seeking a Senior Finance Associate to join their finance team. RESPONSIBILITIES:· Handle all finance and accounting related matters to private equity funds· Report all daily accounting activity in system· Help with preparation of financial statements· Work with capital allocations· Build out reports for...

Our client, a Boston based private equity firm is seeking a Senior Finance Associate to join their finance team. RESPONSIBILITIES:· Handle all finance and accounting related matters to private equity funds· Report all daily accounting activity in system· Help with preparation of financial statements· Work with capital allocations· Build out reports for...

Responsibilities:• Serve as a key resource for strategy/product specific information.o Partner closely with the Director of the PE&C Specialist team, and other functional areas to manage Private Credit data and materials.o Develop a detailed understanding of the product, asset classes, including our sustainability practices and initiatives, and our...

Responsibilities: Serve as a key resource for strategy/product specific information. o Partner closely with the Director of the PE&C Specialist team, and other functional areas to manage Private Credit data and materials. o Develop a detailed understanding of the product, asset classes, including our sustainability practices and initiatives, and our...

Responsibilities: Serve as a key resource for strategy/product specific information. o Partner closely with the Director of the PE&C Specialist team, and other functional areas to manage Private Credit data and materials. o Develop a detailed understanding of the product, asset classes, including our sustainability practices and initiatives, and our...

Cambridge Associates is a global investment firm that helps endowments, foundations, pension plans, and private clients implement and manage custom investment portfolios with the goal of generating outperformance so that they can maximize their impact on the world. We have a staff of more than 366 client-facing professionals and 284 research professionals in...

The Committee for Public Counsel Services, the Massachusetts public defender agency, is accepting applications for the Deputy Chief Counsel of the Private Counsel Division. The Private Counsel Division delivers legal services to indigent clients thro Counsel, Deputy, Chief, Private, Diversity, Legal

Director of Investor Relations - Private DebtA leading Private Debt Firm is looking for a dynamic and experienced individual to join their team as the Head of Capital Formation with a focus on cultivating and managing relationships within the private wealth sector. As a vital member, you will be responsible for driving capital formation initiatives and...

The Opportunity. The PCG Client Relationship Administrator role at Manulife offers a unique opportunity to join our Private Client Group and provide administrative and operational support to our Retail SMA (Separately Managed Account) business. As a Client Relations, Relationship, Administrator, Relations, Business Services, Client

About the job Financial Reporting Associate - Private Equity Financial Reporting Associate - Private Equity High-growth Private Equity firm is looking for a Financial Reporting Associate to add to the team! Candidates will have prior experience in Public Accounting with Financial Services / PE clients, or with prior corporate industry experience....

Job Description: The Chief Investment Office (CIO) isthe centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office p rovides thought leadership on...