Estate Settlement Advisor. The Estate Settlement Advisor plays a pivotal role in supporting Trustees and clients at Loring, Wolcott & Coolidge. This position requires the ability to handle diverse client and Trustee needs with minimal supervision, adapting effectively to varying personalities and working styles. The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts...
Temporary Tax Consultant. The Tax Consultant is responsible for the preparation and review of tax returns and estimates for an assignment of individual tax clients. advising the Tax Compliance Team members on area processes, including, but not limited to, filing tax returns, making tax payments, tracking returns and payments, and taking fees. and assisting Tax Compliance Team members with those processes. This position handles confidential inform...
