Legal Estate Planning Jobs Jobs in Stoneham, MA

Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Melrose, MA

Law Firm • **Members Only** Melrose, MA

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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

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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Legal Sales Associate Closer in Melrose, MA

Law Firm • **Members Only** Melrose, MA

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Posted On Sep 02, 26

Full-time 1 views Experience : 2-5 yrs required

Job Tags:

divorce Estate Planning Family Law LLC partnerships personal injury Probate

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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Attorney in Wakefield, MA (Remote)

In-House • **Members Only** Wakefield, MA

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Posted On Sep 16, 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

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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Attorney in Wakefield, MA (Remote)

In-House • **Members Only** Wakefield, MA

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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

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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Attorney in Wakefield, MA

In-House • **Members Only** Wakefield, MA

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Posted On Sep 16, 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

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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Attorney in Wakefield, MA (Remote)

In-House • **Members Only** Wakefield, MA

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Posted On Sep 16, 26

Full-time 18 views Experience : Min 10 yrs required

Job Tags:

equity finance health insurance Insurance partnerships pension Taxation wealth management

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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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Woburn, MA

Law Firm • **Members Only** Woburn, MA

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Posted On Sep 03, 26

Full-time 3 views 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

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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Estate & Tax Planning Attorney / Elder Law Attorney / Trusts and Estates - General Attorney in Woburn, MA

Law Firm • **Members Only** Woburn, MA

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Posted On Sep 22, 26

Full-time 2 views

Practice Area:

Estate & Tax Planning Elder Law Trusts and Estates - General

Job Tags:

Elder Law Estate Planning Family Law health benefits Litigation Probate trusts

Title: Associate Attorney — Estate Planning & Elder Law... on matters related to estate planning, trusts, probate, elder... law, and long-term care planning. - Analyze legal issues... to the design of estate plans. - Counsel clients... work, ultimately leading client planning meetings. - Develop the......

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Attorney in Woburn, MA

In-House • **Members Only** Woburn, MA

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Posted On Sep 21, 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

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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Legal Staff Paralegal in Saugus, MA

Law Firm • **Members Only** Saugus, MA

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Posted On Sep 09, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Guardianship and Conservatorship Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

banking Elder Law Estate Planning health insurance Insurance LLC pleadings Probate Social Services Software Transportation

The individual will be responsible for managing a range of legal and administrative tasks from inception to completion. Key responsibilities include: - Drafting estate planning, probate, and real... estate documents - Preparing and filing... court pleadings - Assisting with MassHealth applications and qualifi...

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Legal Staff Paralegal in Lynnfield, MA

Law Firm • **Members Only** Lynnfield, MA

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Posted On Sep 10, 26

Full-time 1 views Experience : 1-2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning family Financial Institutions trusts wealth management

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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Real Estate - Purchase and Sale (Residential) Attorney / Real Estate - Residential Transactions Attorney / Estate & Tax Planning Attorney / Elder Law Attorney / Real Estate - General Attorney / Trusts and Estates - General Attorney in Burlington, MA

Law Firm • **Members Only** Burlington, MA

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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

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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Attorney in Burlington, MA (Remote)

In-House • **Members Only** Burlington, MA

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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

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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Attorney in Burlington, MA (Remote)

In-House • **Members Only** Burlington, MA

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Posted On Sep 18, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

Energy estates Taxation trusts

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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Legal Staff Paralegal in Lexington, MA

Law Firm • **Members Only** Lexington, MA

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Posted On Jun 22, 26

Full-time 5 views Experience : 3-4 yrs required

Practice Area:

Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - General

Job Tags:

closing documents Estate Planning health insurance Immigration Insurance LLC mortgages residential real estate Software

Job Title: Senior Real Estate Paralegal (Closer) Job Responsibilities: - Prepare... attorneys, lenders, and real estate agents to ensure coordinated... with attorneys to schedule and organize closings. - Maintain accurate records of real estate transactions. - Draft, review, and... redline various real estate...

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Estate Planning and Probate Attorney

Recruiter • **Members Only** Melrose, MA

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Posted On Sep 02, 26

Full-time 1 views Experience : 1-8 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

law firm seeks an Estate Planning and Probate Attorney... managing and expanding the estate planning and probate practice,... position offers autonomy, growth opportunities, and a collaborative and manage wills, trusts, and estate families through probate... and estate administration....

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Estate Planning Jobs in Stoneham

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