Estate Planning Jobs in Andover

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United States
Posted On Aug 26, 26
Full-time

for both residential and commercial real estate transactions. - Perform basic calculations... and work with numbers as needed for transactions. - Assist with business formations and related corporate filings. - Draft and assemble estate-planning documents and probate filings. -... Communicate professionally with clients,...

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Posted On Sep 10, 26
Full-time Experience : 1-2 yrs required

financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers, trusts, and other... estate-planning documents. - Prepare for client... meetings and manage follow-up. - Keep projects moving with accuracy, org...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 4 yrs required

Job Title: Senior Estate Planning Paralegal Job Responsibilities: - Draft... and manage complex estate planning documents, including Revocable... Protection Trusts (MAPTs), First-Party and Third-Party Special Needs Trusts (SNTs), Real Estate Deeds, and Trust Funding... Documents. - Manage multiple estate planning matters simultaneously, coordinatin......

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Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required

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. This includes handling federal, foreign, state, and local tax returns,...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required

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. This includes handling federal, foreign, state, and local tax returns,...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required

Proactively manage the tax planning process with clients and... returns for high net worth individuals or trust tax clients, including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer... projects......

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Posted On Aug 26, 26
Full-time 18 views Experience : Min 10 yrs required

of responsibilities focused on tax compliance and client interaction. Key duties include: - Managing all aspects of annual tax compliance for business and individual clients. This encompasses planning, scheduling, projections, extensions, responding... to tax notices, conducting research, drafting client memoranda, calculating...

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Full-time 4 views Experience : 1-3 yrs required

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

Trust and Estate Tax Manager The candidate... by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle and resolve... tax controversies. Oversee complete tax research projects for...

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Posted On Aug 18, 26
Full-time Experience : Min 6 yrs required

income tax returns (1040). - Coordinate with clients and their advisors on quarterly and year-end tax planning and projections. - Supervise,... train, and support engagement staff, promoting open communication with engagement partners and managers. - Inspire, develop, mentor, and retain...

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Full-time Experience : Min 7 yrs required

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

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income,... estate, gift, and wealth transfer... taxes. - Serve as a primary point of contact for...

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Posted On Sep 08, 26
Full-time 40 views Experience : 1-5 yrs required

Title: Legal Assistant/Paralegal Job Responsibilities: The role of a Legal Assistant/Paralegal involves supporting the legal department in various capacities. This position requires an individual to manage a range of administrative and legal tasks to ensure the efficient operation of the department. Key...

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Full-time 7 views Experience : Min 5 yrs required

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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Full-time Experience : 3-10 yrs required

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 24, 26
Full-time 3 views Experience : 5-8 yrs required

Title: Experienced Family Law Paralegal Job Responsibilities: The primary responsibilities for this position include managing a busy family law caseload and ensuring that all deadlines are met with precision. The paralegal will be responsible for the entire discovery process, from...

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Posted On Sep 02, 26
Full-time Experience : 2-5 yrs required

Title: Legal Sales Associate - Closer Job Responsibilities: - Engage potential clients with confidence and clarity, transforming initial consultations into lasting partnerships. - Manage and nurture a personal sales pipeline, ensuring each lead receives personalized attention and timely follow-up. - Utilize a modern tech...

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Posted On Jul 27, 26
Full-time 18 views Experience : 1-8 yrs required

OverviewA law firm seeks an Estate Planning, Elder Law, and... Probate Attorney in Woburn, MA. The firm assets through personalized future planning. The role involves managing... estate plans, MassHealth, and probate... long-term guidance to estate plan signing meetings, explaining......

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