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: Probate Paralegal Job Responsibilities: - Conduct review meetings with clients to assess their needs and provide legal advice. - Participate in meetings with referral partners to foster relationships and gain insights into client needs. - Attend team meetings and manage cases to ensure...
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......
Clients Associate Attorney Job Title: Private Clients Associate Attorney Job Responsibilities: The Private Clients Associate Attorney will join the Private Clients and Fiduciary Services Group at the law firm. The primary responsibilities include working closely with individuals and families to understand their priorities, goals,...
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 for minor children. - Draft, review, and finalize estate planning documents. -...
Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... advisory engagements, providing sophisticated tax planning and structuring advice,... 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....
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 maintaining...
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... partnerships, and individual and gift tax returns. - Develop and... maintain... sophisticated tax planning strategies tailored for......
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... 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,...
expanding a comprehensive planned giving program aimed at supporting the university's long-term financial strength. The responsibilities encompass: - Developing, leading, and managing the university’s planned giving strategies, which include bequests, charitable trusts, gift annuities, and other deferred... giving vehicles. - Personally managi...
Title: Family Law Attorney Job Responsibilities: - Provide legal support to clients and assist other attorneys in various family law matters. - Maintain and manage client relationships to ensure effective communication and service. - Prepare legal reports and documents required for family law cases. -...
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 wills,...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... entity, individual, fiduciary, and gift/estate taxation and provide consistency... in tax preparation due to the... complexities of...
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...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at the law... 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...
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...
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: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal in the Trusts & Estates department at the law firm is tasked with a comprehensive range of estate planning responsibilities. The role involves assisting attorneys and senior paralegals with the administration of...
and Estates Paralegal Law firm in Springfield, MA is seeking a Trusts and Estates paralegal for its Hadley office. This full-time position requires 8:30 to 5:30 hours with occasional overtime. The ideal candidate must be proficient in MS Office...
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...
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...
services. The role is part of the Paralegal Team 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...
Title: Trusts and Estates Paralegal Job Responsibilities: The Trusts and Estates Paralegal is tasked with a comprehensive range of duties essential to the administration of trusts and estates. Key responsibilities include: - Managing all aspects of trust and probate administration. - Drafting correspondence and...
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...
Experienced Estate Administration and Tax Attorney Law Firm,... experienced Estate Administration and Tax Attorney to join their... growing practice. The ideal candidate should have a minimum of 1-3 years of related experience and will be responsible for legal representation...
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. - Draft affidavits and funding documents, ensuring compliance with legal...
is searching 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. ## Job Summary Law Firm is looking for an experienced Staff Attorney...
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, Financial & Tax Planning Job Responsibilities: - Manage and... coordinate attorney schedules, including appointments, meetings, and travel arrangements. - Prepare, proofread, and format legal documents, correspondence, and reports with accuracy and attention to detail. - Assist with the preparation of trust and...
Planning Attorney The candidate will conduct client meetings to design and deliver estate plans. Maintain detailed notes of all meetings, phone calls & follow-ups. Draft & Review estate planning documents for clients (RLT, Will, HIPAA, HCP, POA, Living Will, ILIT,...
Salary is competitive and commensurate with experience. Benefits include health and dental insurance, a 401K plan, and paid time off. Job Title: Trusts and Estates Attorney Experience: 7+ years Location: Springfield, MA Salary: Competitive and...
Information: The salary for this position will be competitive and commensurate with experience. In addition, benefits such as health insurance, retirement plans, and paid time off will be provided. Job Title: Associate Attorney – Estate Planning, Probate and Trust...
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... Worth Individuals Job Responsibilities: - Manage technical planning and advising for high-profile individuals and their families. - across multiple teams. - Research tax issues to develop effective... tax planning strategies. - Translate complex......
Job Title: Business Tax Services - Private Tax... - High Net Worth... Individuals - Senior Job Responsibilities: As a member of the Business Tax Services team focusing on... Private Tax for High Net Worth... Individuals, you will be entrusted with a variety...
Job Title: Business Tax Services- Private Tax Partnerships... and partners in providing tax services, balancing time between... review federal and state tax returns for . partnerships,... including foreign reporting requirements for cross-border tax compliance involving foreign partnerships,... corporations, disregarded entities,...
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...
Title: Senior Associate, Business Tax Services - Private Clients Job... Responsibilities: - Provide tax compliance and advisory services... Prepare complex individual income, gift, trust, and estate tax... returns for ultra-high net-worth... individuals and Family Offices. - Manage a portfolio of clients...
Job Title: Tax Manager, State and Local... Tax - Unclaimed Property Job... Responsibilities: The Tax Manager, State and Local... Tax - Unclaimed Property, is... with advising clients on tax implications and accounting matters... Advising clients on the tax implications of business decisions......
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...
Job Title: Tax Partner - Family Office... Enterprise Job Responsibilities: The Tax Partner in the Family... involves leading and managing tax engagements, advising clients on... complex tax matters, and collaborating across... deliver innovative solutions. The Tax Partner will work closely......
Job Title: Tax Partner - Global Family... Office Enterprise Job Responsibilities: As a Tax Partner in the Global... be responsible for leading tax engagements and advising on... tax matters specifically for affluent... families and their family offices. The role requires collaboration across...
essential for estate and tax planning projections as well... Key responsibilities include: - Preparing and reviewing various fiduciary income tax returns such as federal... estate tax returns, income tax returns... for trusts and estates, Generation-Skipping Transfer tax forms, Pennsylvania inheritance ta......
advising nonprofit organizations on tax and corporate matters. The... various legal tasks, including mergers and acquisitions, nonprofit corporate transactions like mergers, affiliations, and corporate reorganizations. The role also involves forming private foundations, understanding public charity rules, and managing tax compliance...
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...