Estate Planning Jobs in Tewksbury

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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,...

Posted On Sep 22, 26
Full-time Experience : Min 3 yrs required

Assistant Job Title: Legal Assistant Job Responsibilities: - Assist the legal team by preparing legal documents with precision and clarity, ensuring compliance with legal standards. - Conduct interviews with clients to gather information about their legal issues. - Coordinate and manage the filing of court pleadings...

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. -......

Posted On Sep 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...

Posted On Sep 18, 26
Full-time 1 views 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...

Full-time 3 views 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...

Full-time 2 views

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......

Posted On Sep 21, 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...

Posted On Sep 10, 26
Full-time 1 views 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...

Posted On Sep 16, 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,...

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,...

Posted On Sep 16, 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......

Posted On Sep 16, 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...

Posted On Jun 22, 26
Full-time 5 views Experience : 3-4 yrs required

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...

Full-time 62 views Experience : 3-6 yrs required

H1: Join The Parents Estate Planning Law Firm as... an Estate Planning Attorney H2: Make... Meaningful Impact as an Estate Planning Attorney Law... Firm Seeks Experienced Estate Planning Attorney Are... you passionate about estate planning and want to... Estate...

Posted On Aug 10, 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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