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...
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...
Law Firm Seeking Experienced Trust and Estates Attorney (Full... **Members Only** Team as a Trust and Estates Attorney H2:... with Your Expertise in Estate Planning and Tax Laws... looking for an experienced Trust and Estates Attorney to... creating and revising their estate plans to ensure compliance......
We not only have the best **Members Only** positions, but we also have the most. Part Time - Estate Planning Paralegal The candidate... will be assisting attorneys and senior paralegals in the drafting of estate planning documents including Wills,... Tru...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts, Estates, Tax Law The candidate will prepare estate planning documents, follow up... with clients, prepare various instruments for filing with the prob...
Title: Estate Planning Paralegal Job Responsibilities: The role... of an Estate Planning Paralegal involves extensive... and drafting of various estate planning documents. Key responsibilities... include: - Assisting attorneys in drafting documents such as Last Will and Testament, trusts, health care proxies, living wills,...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... will include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex...
only have the best **Members Only** positions, but we also have the most. Senior Paralegal The candidate should have 6+ years of experience as a paralegal in a law firm environment, and 3+ years in estate planning, guardianship and conservat......
with experience in Probate, Estate Planning, Domestic Relations, and... Business Law. This role offers the opportunity to work directly with partners and associates on a daily basis, as well as frequent interaction with clients. The ideal candidate will possess strong...
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...
Job Title: Trusts And Estate Administration Paralegal Job Responsibilities: - Assist... with legal standards. - Prepare trust accounts, managing all necessary... documentation and maintaining detailed records. - Assist in the preparation and filing of estate tax returns, ensuring all... required information is accurately reported. -...
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...
Title: Part-Time Probate and Trust Administration Attorney Job Responsibilities: - Handle... the matter for all estate administration and probate matters... firm. - Manage probate and trust administration projects, including settling... probate estates and trust administrations. - Complete estate tax... returns and handle... trust and probate accountings. - Assist......
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, Irrevocable Trusts, etc.). Prepare trust funding recommendations & documents... and/or e-mails. Work with estate planning...
We not only have the best **Members Only** positions, but we also have the most. Estate Planning Attorney The candidate will conduct client meetings to design and deliver estate plans. Maintain detailed notes... of all meetings, phone calls & follow-u...
Responsibilities: - Draft complex, strategic estate planning documents tailored to... and methods to minimize income, gift, and estate tax exposure. - Apply analytical... rigor, practical judgment, and empathetic client service to help families and businesses retain, grow, protect, and transfer assets effectivel...
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...
Job Title Paralegal (Trust and Estates) Job Responsibilities... The Trust and Estates Paralegal will... engage in a variety of tasks to support the legal team at the law firm. Key responsibilities include: - Collaborating with various individuals within and outside...
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...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
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...
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...
is responsible for handling estate administration matters for both... taxable and non-taxable estates. Key duties include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and administration-related...
experience in trust and estate administration • Excellent communication,... Software Salary: Competitive # Trust & Estates Paralegal Position... at Law Firm Law Firm is seeking a motivated and experienced Trust & Estates Paralegal to... join their team. T...
Responsibilities: - Focus on sophisticated estate planning and gift and... estate tax analysis. - Assist some... navigating financial affairs through estate and gift tax planning. -... with in-house investment and trust administration professionals. - Work with... planning issues, including: - Developing long-term estate p...
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...
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...
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...
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...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
Assistant at a law firm, to be part of their Estate Planning Department. The ideal... candidate must have experience with Microsoft programs, document formatting, Outlook, Excel spreadsheets, document management software, and time and billing software. ## Responsibilities The...
Job Title: Experienced Estate Planning Attorney Job Responsibilities: - Handle... complex estate and business succession planning... matters for high-net-worth individuals, families, and business owners. - Draft and implement sophisticated estate plans, business succession strategies,... clients on multi-generational planning, trust structures, and family business......
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...
Ranked Law Firm seeks estate planning and probate attorney... be independently meeting with estate plan clients, making recommendations,... preparing drafting instructions for estate plan documents for paralegals.... Reviewing and editing draft estate plan documents. Meeting with... review and explain their estate plans. Preparing trust funding......