Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax controversies. - Overseeing complete tax...
fiduciary relationships, and closely held business matters. This includes drafting legal documents related to estate planning and litigation, such... as Vaughan affidavits and prenuptial agreements. The attorney will work on a variety of cases including will and trust contests, bre...
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 initial stages of estate planning, probate, and elder... law services. - Connect with prospects in person, via Zoom, via phone, or by email to educate them on the services offered by the law firm. - Engage with potential clients via warm...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... 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 maintaining a focus on exceptional client service and...
Title: Trusts & Estates Partner Job Responsibilities: The Trusts & Estates Partner will play a crucial role in the Private Client practice at the law firm, one of the largest teams of its kind in Massachusetts. The primary responsibilities include: - Designing and...
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...
operations of a busy estate planning, estate settlement, trust... administration, and elder law... firm. - Manage a variety of tasks efficiently and effectively, demonstrating strong organizational skills. - Provide excellent client service, maintaining professionalism and reliability in all interactions. - Work collaboratively with...
Title: Fiduciary Litigation Associate Job Responsibilities: - Manage a docket of contested fiduciary matters, serving as lead on motion practice, deposition preparation, courtroom hearings, and client strategy meetings. - Draft pleadings, motions, briefs, affidavits, petitions, and related litigation documents. - Oversee discovery, including drafting...
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...
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......
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice, you will play a pivotal role in guiding the team and our clients through the complexities of tax obligations and strategies. The responsibilities include: - Setting...
structuring advice, including complex estate, trust, and gift tax... returns to high-net-worth clients and family offices. - Conduct research on tax issues to develop effective tax planning strategies. - Communicate complex tax issues to non-tax professionals and clients. - Manage, coach, and d...
Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Job Responsibilities: As a Senior in the Wealth Tax Advisory practice at the company, the primary responsibilities involve delivering high-quality advisory services to high-net-worth individuals (HNWI) and...
Title: US Seasonal Tax-Private Tax-Manager Job Responsibilities: As a Seasonal Tax Manager within the Private Client Services at the company, your primary responsibilities will include: - Reviewing complex individual tax returns and income tax planning for high-net-worth individuals and families. - Handling partnership and...
Title: Operations Manager Job Responsibilities: - Oversee day-to-day operations of the law firm, ensuring a productive and efficient work environment. - Manage all non-legal support staff members. - Handle all human resources functions, including recruitment, hiring, onboarding, benefits administration, and performance evaluations. - Create and...
Title: Client Care Liaison Job Responsibilities: Client Intake Support: - Assist prospective clients during their initial contact with the law firm. - Schedule consultations and gather relevant intake information with empathy and professionalism. - Ensure potential new clients have a smooth and welcoming introduction to...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
Title: Wealth Management Tax Services Manager Job Responsibilities: - The Wealth Management Tax Services Manager is tasked with managing all aspects of tax compliance for highly complex accounts. This includes handling trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and...
multi-generational affluent families, family offices, and their private businesses and/or 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,...
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...
Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax Counsel will be part of the law firm’s Corporate Practice Group, specifically within the Tax Team. The primary responsibilities include: - Collaborating with the general corporate law team to provide legal support on various...
Job Title: Real Estate Transactions & Finance Associate... (Attorney) Job Responsibilities: The Real Estate Transactions & Finance Associate... part of the Real Estate Transactions & Finance practice... Energy, Environmental & Real Estate Group. The associate will... support the expanding real estate finance team by engaging... estate...
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: 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...
Title: Paralegal / Legal Assistant (Short-Term) Job Responsibilities: - Act as the primary point of contact for clients and potential clients - Prepare legal documentation, applications, and filings under attorney supervision - Maintain and ensure accuracy of data in the case management system - Assist...
assist judges in the Probate and Family Court. The clerkship offers exposure to a wide array of family, probate, and equity issues, including adoption, paternity, custody, divorce, guardianships, legal bioethics, petitions to partition real estate, trust reformations, and will... contes...
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 include...
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...
Attorney to join its Trust & Estates Practice. This... Attorney to join its Trust & Estates Practice. This... full-time with a hybrid or fully remote work schedule. ## Core Responsibilities The Staff Attorney will be responsible for preparing estate planning docume...
identity, national origin, age, disability, veteran status, or any other protected characteristic. # Staff Attorney – Trust and Estates Law firm... **Members Only** is actively seeking an experienced Staff Attorney to join its growing Trust & Estates Pra...
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...
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...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
foreclosure, probate, or real estate experience? Do you possess... an entrepreneurial spirit and a commitment to exceptional client service? Look no further, as our law firm in Connecticut is seeking motivated and talented individuals like you to join our exceptional...
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...
the following areas: - Business tax matters: Providing expert legal advice 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... planning their estates, including drafting w...
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....
Financial Services and Capital Markets (FSCM) business unit. The role is integral to estate administration and involves several... key tasks: - Prepare various tax returns, including Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintain financial records of trusts, perform tru...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international...
responsibilities primarily centered on estate administration and financial services.... supporting the Financial Services and Capital Markets (FSCM) business unit. Key responsibilities include: - Preparing various tax returns, including Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintaining financial records of...
a comprehensive range of estate administration responsibilities. This includes... the firm’s attorneys in administering estates, funding post-death irrevocable trusts, and preparing necessary documents. The paralegal is responsible for preparing probate and estate-related tax returns and managing... client cases effectively. Esse...
the administration of trusts and estates. Key responsibilities include: - Managing all aspects of trust and probate administration. - Drafting... correspondence and legal documents pertinent to estate administration. - Preparing asset spreadsheets... and probate pleadings. - Reviewing bank statements to ensure accuracy and comp...
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...