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...
to, Civil Litigation, Real Estate, Estate Planning, and Mental... Health law. The candidate will be expected to manage case files, conduct research, draft legal documents, and represent clients in court proceedings. The role requires flexibility and the ability to work...
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...
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......
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...
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...
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: 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...
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: 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...
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...
engagements, providing sophisticated tax planning and 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...
company, the primary responsibilities involve delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. The role is pivotal in collaborating closely with managers, partners, and engagement teams to lead complex wealth planning projects. The responsibilities include: -... E...
compliance for highly complex accounts. This includes handling trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. - Develop and maintain sophisticated tax planning strategies tailored for high-net-worth... clients, serving as a key resource for othe...
returns and income tax planning for high-net-worth individuals and... families. - Handling partnership and S Corp tax compliance for Private Tax clients. - Engaging in technical writing and research in a tax context. - Performing high-quality reviews of co...
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,...
tax opportunities, including succession planning, wealth transfer planning, and... tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes...
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: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on residential real estate conveyancing. The candidate will... be part of a team-oriented environment in a busy law firm. The role requires aspects of residential real estate transactions, including purchases and......
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...
Job Title: Tax/Estate Planning Attorney Job Responsibilities: The Tax/Estate Planning... Attorney will be responsible... 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...
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...
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,...
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...
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...
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...
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...
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...
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... responsibilities include: - Preparing and reviewing various fiduciary returns such as federal estate tax returns, income tax......
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....
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: Trusts & Estates Legal Administrative Assistant Job Responsibilities: The Trusts & Estates Legal Administrative Assistant plays a crucial role in supporting attorneys and paralegals specializing in estate planning and trust administration... within the law firm. The position involves a variety of...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The... Fiduciary/Trust & Estate Administration Services Manager at... of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... responsibilities include: - Technical preparation and review of complex trust and estate accountings. - Performing complex calculati......
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...
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...
Manager/Tax Senior Manager, Real Estate Boston, MA; Hartford,... CT 119983 At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your...
overtime. The ideal candidate must be proficient in MS Office and possess excellent communication and organizational skills. Responsibilities: Collecting data regarding client’s assets such as bank accounts, investments and real estate holdings. Evaluating client’s... assets, fina...
and Estates Paralegal at Premier Law Firm in Springfield, MA - Full-time, Non-Exempt Position with Competitive Salary and Benefits H1: Join Our Team as a Trusts and Estates Paralegal in Springfield, MA H2: **Members Only** Seeking Highly Organized and Compassionate...
Job Title: Estate Administrator Job Responsibilities: -... through all phases of estate administration for a robust... - Read and summarize estate plans, prior tax filings,... license to sell real estate. - Marshall, inventory, and... value assets of the estate for probate and tax......
related to probate, trusts, estates, fiduciary relationships, and closely held business matters. The position requires in-person attendance and is ideal for a lawyer interested in both technical estate/trust work and courtroom ... will and trust breach of fiduciary dut...