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Estate Planning Jobs in Roxbury

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United States
Posted On Aug 22, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - 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... tax matters and cross-border planning strategies, addressing complex multi-jurisdictional... candidate will develop sophisticated estate planning and tax-efficient restructuring... solutions... for high-net-worth international families and their closely held businesses. Key responsibilities inc...

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Posted On Aug 31, 26
Full-time 1 views Experience : 2-5 yrs required
Job Tags:
agreements endorsements Estate Planning estates gift tax Insurance private client trusts Wills
Job Tags:
agreements endorsements Estate Planning estates gift tax Insurance private client trusts Wills

Job Title: Estate Planning Support Specialist (pre-execution-focused) Job... Responsibilities: Pre-Execution: - Revise and finalize estate planning documents, charts, and... the status of unexecuted estate plans. - Identify and resolve... to facilitate completion of estate plans. - Process new estate... planning assignment requests. - Work... clients to deliver draft estate planning documents el...

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Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse

Job Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job... Responsibilities: The International Estate Planning Attorney will be... providing legal guidance and estate planning services to clients... . taxes and coordinating with foreign counsel. - Structuring estate plan documents for .... clients to b...

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Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer

the law firm's Private Client Department. The primary responsibilities include: - Estate planning and estate and... trust administration for high-net-worth individuals and families. - Knowledge and application of relevant state and federal tax laws. - Charitable giving and estate...

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Posted On Aug 29, 26
Full-time 40 views Experience : 3-5 yrs required
Practice Area:
Real Estate - Finance Finance - Banking Finance - General Real Estate - General
Job Tags:
child commercial real estate document review due diligence equity family finance health benefits Insurance lending real estate finance
Practice Area:
Real Estate - Finance Finance - Banking Finance - General Real Estate - General
Job Tags:
child commercial real estate document review due diligence equity family finance health benefits Insurance lending real estate finance

Job Title: Commercial Real Estate Finance Midlevel Associate Job... Responsibilities: - Drafting loan documents. - Conducting and managing due diligence reviews. - Reviewing opinion letters and other third-party documents. - Leading the preparation of closing checklists and coordinating closing logistics....

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Posted On Jul 01, 26
Full-time 11 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts

law firm. The role involves significant responsibility for client matters, particularly engaging directly with a sophisticated, high-net-worth clientele. The associate will handle domestic and international estate planning, which includes sophisticated... drafting as well as estate and trust administration. Additionally,... th...

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Aug 26, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

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Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable, and retirement planning, as well as tax... compliance. - Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and estate taxation. This involves planning... and executing client tax... engagements. - Collaborate with specialists regarding state and...

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Posted On Aug 20, 26
Full-time 1 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

client needs. - Collaborate with managers and clients to gather necessary information for tax return preparation. - Prepare individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions and...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies - Participate... in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings...

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Posted On Sep 10, 26
Full-time 6 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

funds, private equity, and real estate, addressing state and local... tax issues such as compliance, advising, planning, and controversies. - Engage... with multi-state companies on state and local tax controversies, which involves preparing clients for discussions with auditors, representing clients...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

private equity, and real estate) addressing state and local... issues, including compliance, advising, planning, and controversies. - Engage with... multi-state companies on state and local tax controversies, which includes preparing clients for discussions with auditors, representing clients at hearings and appeal...

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Posted On Jul 13, 26
Full-time 4 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General

Client International Tax and Estate Planning Associate / Senior... minimum of 5 years of experience in international tax and estate planning, with a focus... on advising high-net-worth international families and their on international tax matters and cross-border planning ...

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