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Estate & Tax Planning Jobs in Lynnfield

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United States
Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Job Title: Tax Senior Manager Wealth Management Job... clients and families, including planning, scheduling, projections, and billing. -... Reviewing and signing tax returns for individual or... trust tax clients to ensure accuracy... and identify tax-saving opportunities and tax exposures.... foreign, state, and local tax returns, calculating qua...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Job Title: Tax Senior Manager Wealth Management... of the client/family, including planning, scheduling, projections, and billing.... - Reviewing and signing tax returns for individual or... trust tax clients, ensuring accuracy, and... identifying tax-saving opportunities and tax exposures.... foreign, state, and local tax returns, calcula...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer

Job Title: Tax Manager - High Net... Responsibilities: - Proactively manage the tax planning process with clients... families. - Manage and review tax returns for high net... worth individuals or trust tax clients, including federal, foreign,... tax and audits. - Involvement in estate planning and wealth transfer......

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Posted On Aug 26, 26
Full-time 18 views Experience : Min 10 yrs required
Job Tags:
equity finance health insurance Insurance partnerships pension Taxation wealth management
Job Tags:
equity finance health insurance Insurance partnerships pension Taxation wealth management

Job Title: Tax Senior Manager - Commercial Job... The role of the Tax Senior Manager in the... of responsibilities focused on tax compliance and client interaction.... all aspects of annual tax compliance for business and... planning, projections, extensions, responding to tax notices, conducting research, drafting......

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Posted On Sep 01, 26
Full-time Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills

Job Title: Estate Planning & Probate Attorney Job... Responsibilities: As an Estate Planning & Probate Attorney... build and expand the estate planning and probate practice.... You will collaborate closely with an experienced paralegal and a client success coordinator. The role emphasizes autonomy...

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Posted On Jun 25, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts

Job Title: Estate Planning / Estate Administration... clients to understand their estate planning needs and objectives -... Formulating comprehensive estate plans tailored to individual... client requirements - Drafting estate planning documents, including wills,... requirements - Preparing fiduciary and estate tax returns and accounts,......

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Posted On Sep 03, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer

Trusts & Estates Attorney Job Title: Experienced Trusts & Estates Attorney Job Responsibilities: The Trusts and Estates Attorney will work within the Trusts and Estates department at the law firm. The primary responsibilities include: - Collaborating with a team of highly-skilled attorneys in the Trusts...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. - Provide advanced tax... strategies related to income, estate, gift, and wealth transfer......

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Posted On Jul 07, 26
Full-time 4 views Experience : 1-3 yrs required
Practice Area:
Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Estate & Tax Planning Elder Law Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Estate Planning Probate purchase and sale agreements residential real estate title trusts Wills
Practice Area:
Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Estate & Tax Planning Elder Law Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Estate Planning Probate purchase and sale agreements residential real estate title trusts Wills

Title: Associate Attorney – Estate Planning & Real Estate Job... Responsibilities: - Assist clients with... estate planning matters, including the... clients to discuss their estate planning goals and recommend... appropriate planning strategies under the supervision... of an attorney. - Draft estate planning documents and correspondence. -......

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

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Posted On Aug 18, 26
Full-time Experience : Min 6 yrs required
Job Tags:
Energy estates Taxation trusts
Job Tags:
Energy estates Taxation trusts

Responsibilities: - Review business tax returns, including forms 1065,... 1120, 1120S, trusts/estates (1041), and high-net-worth individual income tax returns (1040). - Coordinate... with clients and their advisors on quarterly and year-end tax planning and projections. -... Supervise, train, and support...

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Posted On Aug 19, 26
Full-time 4 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Affirmative Action gift tax limited liability companies partnerships social security trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Affirmative Action gift tax limited liability companies partnerships social security trusts

for representing high net worth individuals, trusts, partnerships, limited liability companies, and corporations. The key focus areas will include estate, income, and gift tax... planning matters. Additionally, the associate... will handle trust and estate administration. The role demands... superb jud...

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Posted On Aug 22, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Client International Tax and Estate Planning Associate / Senior... involves advising on international tax matters and developing cross-border... planning strategies to address complex... multi-jurisdictional tax and legal considerations. The... responsible for creating sophisticated estate planning and tax-efficient restructuring... solutions for high-net-worth......

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in... the Advanced Planning team will engage in... and growth in sophisticated planning strategies. Key responsibilities include: -... and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession,...

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Posted On Sep 09, 26
Full-time 24 views Experience : Min 8 yrs required
Practice Area:
Tax - General Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Tax - General Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

designing and implementing sophisticated estate plans for individual and... management, asset protection, and addressing gift and estate tax issues. The role... requires a strong attention to detail and a commitment to delivering high-quality, personalized service. The candidate will primarily collab...

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Posted On Aug 14, 26
Full-time 22 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection equity Estate Planning estate tax estates gift tax HIPAA Insurance partnerships Taxation title trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection equity Estate Planning estate tax estates gift tax HIPAA Insurance partnerships Taxation title trusts wealth transfer Wills

Responsibilities: - Draft complex, strategic estate planning documents tailored to... on asset-protection strategies, business-succession planning, 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,...

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Posted On Jul 30, 26
Full-time 18 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family Guardianship Probate reorganization trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family Guardianship Probate reorganization trusts Wills

advice to clients on estate planning, business formation, special... planning, high net worth estate planning, and related legal... of attorney, and other estate planning and business succession... documents. - Draft sophisticated estate and tax planning documents,... such as SLATs (Spousal Lifetime...

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Posted On Aug 19, 26
Full-time 10 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning gift tax limited liability companies partnerships social security trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning gift tax limited liability companies partnerships social security trusts

specialize in partnering with individuals, families, and business owners to craft comprehensive estate plans and achieve management... goals. The primary responsibilities include: - Developing and implementing practical planning solutions to protect clients'... assets. - Minimizing taxes and preserving business and wealth...

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Posted On Jul 22, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer

to engage in sophisticated estate planning, wealth transfer, trust... administration, and probate matters for a diverse client base, including high-net-worth individuals and families, fiduciaries, business owners, and closely held businesses. The successful candidate will collaborate closely with attorneys and profe...

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Posted On Jul 27, 26
Full-time 18 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Job Title: Estate Planning AttorneyJob Overview: A respected... is seeking a seasoned Estate Planning Attorney through a... legal... recruitment partner. This role and families on sophisticated estate planning and wealth transfer... strategies.... experience in trust and estate law, along with a......

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