foster relationships and gain insights into client needs. - Attend team meetings and manage cases to ensure smooth progress through the office. - Organize and analyze asset information for estate planning and administration. - Prepare... various probate pleadings and coordinate filings with...
The primary responsibilities include: - Engaging in trust and estate planning and administration. - Applying... knowledge of relevant state and federal tax laws. - Handling multigenerational wealth... transfers. - Assisting with business succession planning. - Advising on gift and... income tax planning. - Conducting charitable planni......
Group at the law firm. The primary responsibilities include working closely with individuals and families to understand their priorities, goals, and intentions for their legacies. The attorney will be involved in drafting estate planning documents and administering... estates. The role...
Estate Planning Attorney Job Title: Estate... Planning Attorney Job Responsibilities: - Develop... comprehensive estate plans and trust documents... tailored to the needs of families with young children. - Assist parents in creating detailed guardianship plans Draft, review, and finalize estate planning documents. - Conduct educational......
law firm, one of the largest teams of its kind in Massachusetts. The primary responsibilities include: - Designing and implementing sophisticated, tax-efficient planning strategies. This involves... working with irrevocable trusts, gifting structures, family entities, and asset-protection tools. - Advising clients on multigenerat...
Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... advisory engagements, providing sophisticated tax planning and structuring advice,... including complex estate, trust, and gift tax... returns to high-net-worth clients... offices. - Conduct research on tax issues to develop effective... tax...
Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Senior in the Wealth Tax Advisory practice at the... closely with managers, partners, and engagement teams to lead complex wealth planning projects. The responsibilities include: -... E...
Job Title: Wealth Management Tax Services Manager Job Responsibilities: - The... Wealth Management Tax Services Manager is tasked... managing all aspects of tax compliance for highly complex... and individual and gift tax returns. - Develop and maintain... sophisticated tax planning strategies tailored for......
Job Title: US Seasonal Tax-Private Tax-Manager Job Responsibilities: As a Seasonal... Tax Manager within the Private... include: - Reviewing complex individual tax returns and income tax... planning for high-net-worth individuals... partnership and S Corp tax compliance for Private Tax... clients. - Engaging in technical... tax...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... Technical Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... and provide consistency in tax preparation due to the... complexities of fund reporting. This includes the plan...
Title: Director of Planned Giving Job Responsibilities: The Director of Planned Giving at a reputed firm is tasked with leading and expanding a comprehensive planned giving program aimed at supporting the university's long-term financial strength. The responsibilities encompass: - Developing, leading, and managing...
Job Title: Estate Attorney Job Responsibilities: - Advocate on... behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action. - Advise clients regarding retirement plans, charitable giving, and insurance options. - Draft and file...
relationships to ensure effective communication and service. - Prepare legal reports and documents required for family law cases. - Represent clients in court appearances, providing oral arguments as needed. - Draft and oversee estate plans for clients. - Conduct... thorough consultations with potential cl...
Job Title: Senior Tax Manager - Private Client... Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may...
Job Title: Tax/Estate Planning Attorney Job Responsibilities: The Tax/Estate... Planning Attorney will be... the following areas: - Business tax matters: Providing expert legal... and representation on business-related tax issues. - Tax litigation: Representing... clients in disputes with tax authorities, including litigation and... negotiation. - Estate planning: Assisting clients in......
Firm Seeking Attorneys in Business, Corporate, Trusts and Estates, and Litigation Are you a licensed attorney with 3-10 years of experience? Do you have a track record of providing quality legal representation? **Members Only**, a leading law firm in Western Massachusetts, is...
Information: Negotiable based on experience and strength of practice Job Title: Attorneys Experience: 3-10 years Law Firm Seeking Attorneys in Springfield and Northampton, MA As a top Western Massachusetts law firm, **Members Only** (DWPM) is looking for...
variety of tasks related to trust and estate planning and administration. This... includes: - Providing legal advice on trust and estate planning and administration - Advising... clients on state and federal tax laws relevant to trusts... and estates - Assisting with multigenerational...
is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran...
Estate Planning Attorney The candidate... to design and deliver estate plans. Maintain detailed notes... follow-ups. Draft & Review estate planning documents for clients... (RLT, Will, HIPAA, HCP, POA, Living Will, ILIT, Irrevocable Trusts, etc.). and/or e-mails. Work with estate planning...
for an experienced Staff Attorney to join its Trust & Estates Practice. This position can be part-time or full-time with a hybrid or fully remote work schedule. ## Core Responsibilities The Staff Attorney will be responsible for preparing estate planning docume...
Job Title: Associate Attorney – Estate Planning, Probate and Trust... Administration, and Elder Law Experience: Juris Doctor (JD) degree and active bar membership required, prior experience in estate planning, probate and trust... administration, and elder law preferred....
Firm is Seeking Experienced Estate Administration and Tax Attorney... Law Firm, a 36-year old, . rated firm located in Waltham, MA, is seeking an experienced Estate Administration and Tax Attorney... to join their growing practice. The ideal candidate should...
7+ years Location: Springfield, MA Salary: Competitive and commensurate with experience Department: Trusts and Estates Bulkley Richardson, a prestigious and well-respected law firm based in Springfield, MA, is currently seeking a highly experienced Trusts and Estate...
Legal Administrative Assistant – Estate, Financial & Tax Planning Job... correspondence, and reports with accuracy and attention to detail. - Assist with the preparation of trust and estate plan signings. - Assist in... maintaining electronic and physical filing systems, ensuring documents are organize...
Job Title: Tax Midlevel Associate Job Responsibilities: The Tax... Midlevel Associate will be... institutional investors in various tax-related matters. Key responsibilities include: -... Handling tax aspects of fund formations... and fund operational matters. - Managing limited partner investments. - Facilitating mergers and acquisitions. - Overseeing partners...
Job Title: Tax Manager - Wealth Management Job... - Proactively manage the tax planning process with clients... - Manage and review tax returns for individual or... trust tax clients, including federal, foreign,... tax audits. - Involvement in estate planning and wealth transfer......
Job Title: Tax Manager- Wealth Management Job Responsibilities: -... Proactively manage the tax planning process with clients... families. - Manage and review tax returns for individual or... trust tax clients including federal, foreign,... state, and local tax returns, estimated payments, extensions,... and audits. - Engage in estate planning and wealth transfer... tax...
Job Title: Business Tax Services - Private Tax... Partnerships - Senior Job Responsibilities: -... and partners in providing tax services, with a balance... review federal and state tax returns for . partnerships,... reporting requirements for cross-border tax compliance. - Conduct tax research,... draft tax memoranda, and assist in... tax...
Job Title: Business Tax Services - Private Tax... Manager - High Net... Individuals Job Responsibilities: - Manage technical planning and advising for high-profile... across multiple teams. - Research tax issues to develop effective... tax planning strategies. - Translate complex... data... from various sources into...
divisional leadership and Wealth Planning & Advice (WP&A) leadership. -... US Wealth Management (USWM) field by providing insights into both simple and sophisticated tax and trust & estate planning strategies. This includes... expertise... in concentrated position management, corporate executive services, and...
Save Tax / Experienced / Manager... Tax Manager/Tax Senior Manager, Real... Estate Boston, MA; Hartford,... of the world's top tax firms. Enjoy a collaborative,... Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutio...
Job Title: Tax Senior Manager Wealth Management Job... clients and families, including planning, scheduling, projections, and billing. -... Reviewing and signing tax returns for individual or... trust tax clients to ensure accuracy... and identify tax-saving opportunities and tax exposures.... foreign, state, and local tax returns, calculating qua...
Job Title: Tax Senior Manager Wealth Management... of the client/family, including planning, scheduling, projections, and billing.... - Reviewing and signing tax returns for individual or... trust tax clients, ensuring accuracy, and... identifying tax-saving opportunities and tax exposures.... foreign, state, and local tax returns, calcula...
Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: As a... Tax Manager within the Financial... you will manage multiple tax engagements and contribute to... the delivery of quality tax planning and compliance services... for...
Job Title: Tax Senior Manager - Financial... Responsibilities: - Review complex individual tax returns and provide income... tax planning and advice to... in areas like International tax, state and local tax,... and asset management to... develop a team of tax profess...
Job Title: Business Tax Services - Private Tax... - High Net Worth... member of the Business Tax Services team focusing on... Private Tax for High Net Worth... will include: - Managing technical planning and advising for clients,... including high-profile individuals and...
Job Title: Business Tax Services- Private Tax Partnerships... and partners in providing tax services, balancing time between... compliance and planning with a focus on... review federal and state tax returns for . partnerships,... reporting requirements for cross-border tax compliance involving foreign partnerships,......
Job Title: Tax Senior Manager, Private Client... Job Responsibilities: A Tax Senior Manager in Private... and people skills, to deliver tax compliance and consulting services... to high net-worth clients. The key responsibilities include: - Managing tax and...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities and individual returns, which may also...
Job Title: Estate Accountant Job Responsibilities: The Estate Accountant... accounting duties essential for estate and tax planning projections... as well as estate and trust administration. Key... reviewing various fiduciary income tax returns such as federal... estate tax returns, income tax... returns... and estates, Generation-Skipping Transfer tax forms, Pennsylvania inheritance ta......
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist in... investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting... including federal estate, gift, c...
a comprehensive range of estate planning responsibilities. The role... involves assisting attorneys and senior paralegals with the administration of estates, funding of revocable and irrevocable trusts, preparation of necessary documents, and management of client cases. Essential duties include: - Preparing and...
Job Title: Tax Senior Associate - Personal... Financial Services Job Responsibilities: A Tax Senior Associate in Personal... operational efficiency and strategic planning. The role involves helping... individuals and private wealth management structures with audit, tax compliance, and planning. Key... responsibilities include: - Solv......
Title: Senior Associate, Business Tax Services - Private Clients Job... Responsibilities: - Provide tax compliance and advisory services... worth individuals, trust, and estate clients. - Prepare complex... income, gift, trust, and estate tax returns for ultra-high... net-worth... individuals and Family Offices....
Job Title: Property Tax Manager - Multistate Job Responsibilities: As... a Property Tax Manager in the Multistate... Tax Services (MTS) group, you... will be state and local property tax planning, consulting, and compliance... relationships on various property tax consulting and compliance engagements. -......
in Boston, Massachusetts. The firm offers a collaborative work environment where employees can grow professionally and estate planning documents and administer... in estate planning, trust and estate... administration, and related tax... directly with clients... to understand t...