Estate Planning Jobs in Massachusetts
1 - 15 of 19
Search Results - Estate Planning Jobs in Massachusetts
United Placement Group-Boston
looking to expand your solo practice or embark on a new venture, this opportunity is designed for attorneys who are passionate about estate planning, business formation, and asset protection.
We provide a steady flow of well-qualified clients...
resume-library.com -
Morgan Stanley-Boston
Responsibilities and Skills
1. Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.
2. ..
appcast.io -
LHH-Boston
Trust & Estates/Commercial Banking Paralegal - Boston, MA
LHH is seeking an experienced paralegal to support our banking and estate planning practice. This position requires a highly skilled and motivated individual with a strong background...
mindmatch.ai -
Robert Half-Boston
planning, trust/estate administration, and tax matters, including income, gift, and estate tax return preparation. 1800 hour billable requirement, great pay and benefits. Grow your career with a growing firm.
Responsibilities:
• Draft complex estate plans...
roberthalf.com -
Robert Half-Worcester
client correspondence, office inventories, etc.
• Proficient in calendar management, multiline phone systems, and witness signings
• Prior experience in Estate Planning and/or Probate is preferred.
• High attention to detail, organization, and client...
mindmatch.ai -
Direct Staffing Inc-Boston
knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm.
2. Applies general knowledge of multiple tax specialties (i.e., International, SALT, Estate Planning) for issue...
appcast.io -
Loring, Wolcott & Coolidge Trust, LLC-Boston
to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client...
mindmatch.ai -
IG Wealth Management-Sudbury (MA)
mortgages, banking and insurance.
Responsibilities:
• Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning...
talentnest.com -
LHH-Boston
Conducting UCC searches
• Utilizing the registry of deeds
• Preparing real estate closing binders, tax returns, and estate planning documents
• Corresponding with clients
• Tracking deadlines and calendaring
• Performing legal research
Requirements:
• 5...
mindmatch.ai -
The Trustees of Reservations-Boston
estate planning, and outreach to landowners.
Proficiency with conservation planning strategies, tools, and funding opportunities.
Exceptional communication and interpersonal skills, with a demonstrated ability to engage diverse audiences.
Experience...
resume-library.com -
Claire Myers Consulting-Woburn (MA)
investment management, tax strategies, estate planning, and insurance solutions
• Serve as a technical resource for advisors, providing insights on complex planning scenarios
• Analyze financial data and run projections to support client recommendations...
mindmatch.ai -
Robert Half-Worcester
legal research, client correspondence, office inventories, etc.
• Proficient in calendar management, multiline phone systems, and witness signings
• Prior experience in Estate Planning and/or Probate is preferred.
• High attention to detail, organization...
roberthalf.com -
New York Life-Quincy (MA)
in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New...
talentnest.com -
41 similar jobs: Biddeford Pool, Hooksett, Scarborough, Lewiston, Westbrook...
Robert Half-Boston
valuable support and expertise in various areas of law.
Responsibilities:
• Assist in managing and organizing various legal documents related to estate planning and probate law.
• Conduct extensive legal research and gather relevant information to assist...
roberthalf.com -
Robert Half-Boston
range of complex legal and tax-related estate settlement functions. The ideal candidate will possess deep knowledge of trusts, estate planning, investments, probate, and tax laws, accompanied by excellent communication skills and a client-centric...
roberthalf.com -
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