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Estate & Tax Planning Jobs in Medford

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United States
Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs... Legal Directors to provide estate planning services for clients. -... with clients to confirm estate planning needs. - Produce typical... estate planning documents including revocable... deeds, and LLCs. - Draft estate planning documents using personal......

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Posted On Sep 18, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills

business owners on advanced estate planning, wealth transfer strategies,... trust administration. - Develop tax-efficient estate and business succession plans,... partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. - Counsel clients ......

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

Design and implement advanced estate plans for clients with... taxable private foundations. - Advise on estate, gift, and generation-skipping transfer... (GST) tax strategies, focusing on multi-generational... structures. - Oversee trust and estate administration, which includes probate,... fiduciary compliance, post-mortem tax planning, and...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

Design and implement advanced estate plans for clients with... QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on estate, gift, and generation-skipping transfer... (GST) tax strategy, focusing on multi-generational... wealth transfer and dynasty trust structures. - Oversee trust and esta...

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

for engaging in sophisticated estate planning and handling estate... and trust administration along... with transfer tax matters. The position requires... working with high-net-worth individuals, families, fiduciaries, and closely held businesses. The Associate will collaborate with attorneys across various offices and...

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Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to meet specific family needs and go beyond standard templates. - Navigate and address issues related to state and federal income, gift, estate, and generat...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

educate potential clients on estate and financial planning options. -... in taking action. - Design and review personalized estate plans to ensure alignment... with client goals. - Guide clients through document signing appointments, ensuring they have a complete understanding of their plans. - Collaborate...

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Posted On Aug 25, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance partnerships title
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Government Insurance partnerships title

low-income clients facing critical legal issues in various areas of civil law and procedure. The primary focus is on preserving family wealth and businesses within client communities. Key responsibilities include: - Overseeing the organization’s Community Economic Development and Estate Planning...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implements tax, estate, and financial plans for... clients. - Collaborates with more senior planning resources on complex matters... and specific subject matters. - Partners in acquiring new clients and works to needed and develops tax, estate, and financial analyses and......

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implement tax, estate, and financial plans for... clients, including complex cases. - Collaborate with other planning resources on complex subjects... and partner in acquiring new clients. - Retain, expand, and deepen as necessary, developing tax, estate, and financial analyses and......

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

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Posted On Sep 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 Sep 03, 26
Full-time 2 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and...

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Posted On Aug 06, 26
Full-time 7 views Experience : 4-20 yrs required
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General

role is ideal for an attorney advising closely held businesses, entrepreneurs, and high-net-worth families on complex transactional and planning matters, with a portable... book of business and a desire to expand their clients on business structuring and o...

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