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...
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...
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... company, the primary responsibilities involve delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices....
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...
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,...
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice, you will play... through the complexities of tax obligations and strategies. The... for the Financial Services Tax team to align with... the overarching goals of...
Job Title: Manager, Business Tax Services Alternative Investments Job... includes private equity, real estate, and/or hedge funds. -... and external clients, ensuring effective communication and service delivery. - Manage teams of tax professionals and assistants working... on client projects, ensurin...
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......
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: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel will be part... Group, specifically within the Tax Team. The primary responsibilities... various corporate and transactional tax matters. - Engaging in a... wide range of corporate transactions, including mergers and acquisitions, private...
Job Title Real Estate Paralegal Job Responsibilities -... Review title commitments to ensure all necessary information is included in the file. - Solicit and research financial and other pertinent information to advance files to closing. - Partner with outside attorneys...
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...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... a comprehensive range of estate administration responsibilities. This includes... is responsible for preparing probate and estate-related tax returns and managing... client... cases effectively. Esse...
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...
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...
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...
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...
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...
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....
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...
Tax 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...
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...
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 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 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...
Job Title: Trusts And Estate Administration Paralegal Job Responsibilities: - Assist... documentation and maintaining detailed records. - Assist in the preparation and filing of estate tax returns, ensuring all... required information is accurately reported. - Draft affidavits and funding documents, ensuring compliance with legal...
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...
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: Real Estate Associate Attorney (Mid-Level) Job Responsibilities: The... Real Estate Associate Attorney at the... part of the Real Estate Practice Group, which is... of the leading real estate practices in the United... broad range of real estate industry participants in various... estate...
Partner Attorney – Real Estate ## Overview **Members Only**, is... experience in complex real estate and land use transactions... to join our team. Our team-based, client-focused approach to representing our clients is based on the creation of project teams of lawyers...
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...
Part-Time Real Estate Paralegal Duties: Collaborate with... disburse and reconcile all closing files. Maintain files, prepare and export 1099 tax filings, pursue outstanding recording... documents. Order municipal lien certificates, title examination and surveys, review purchase and sale agreements and compl...
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......
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...