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Fiduciary Duty Jobs in Mendon

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United States
Posted On Sep 16, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Probate Software trusts
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Probate Software trusts

variety of estate and trust income tax returns. - Input information for fiduciary income tax returns (Form... 1041), gift tax returns (Form 709), and estate tax returns (Form 706). - Communicate with trust and estate beneficiaries regarding distributions. - Produce summaries and accounting...

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Posted On Aug 01, 26
Full-time 22 views Experience : 3-5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
health insurance Software
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
health insurance Software

Title: Legal Administrative Assistant – Estate, Financial & Tax Planning Job Responsibilities: - Manage and coordinate attorney schedules, including appointments, meetings, and travel arrangements. - Prepare, proofread, and format legal documents, correspondence, and reports with accuracy and attention to detail. - Assist with the...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills

Title: Research Attorney I - Worcester Probate & Family Court Job Responsibilities: The Research Attorney I at the Worcester Probate & Family Court is responsible for conducting extensive legal research and drafting memoranda, decisions, and orders for assigned judge(s). The role involves...

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Posted On Jul 15, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates health insurance Insurance trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates health insurance Insurance trusts wealth management

Title: Legal Office Member - Trust, Estate, and Wealth Management Practice Job Responsibilities: - Work as a full-time member of the trust, estate, and wealth management practice at a boutique law firm. - Utilize strong organizational, writing, and communication skills to interact effectively...

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Posted On Jul 14, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

the wealth management, trust, fiduciary, investment advisory, and brokerage... businesses within the company. Key responsibilities include: - Offering legal advice on a wide range of matters impacting trust, fiduciary, brokerage, and investment management... services. - Ensuring regulatory compliance with OCC fiduciary regu...

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Posted On Aug 16, 26
Full-time 3 views Experience : 3-8 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions agreements asset purchase agreements brokers Commercial Contracts corporate governance due diligence fiduciary investment bankers mergers operating agreements organizational documents partnerships purchase and sale agreements stock purchase agreements trusts
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions agreements asset purchase agreements brokers Commercial Contracts corporate governance due diligence fiduciary investment bankers mergers operating agreements organizational documents partnerships purchase and sale agreements stock purchase agreements trusts

Title: Attorney-Corporate, Transactional & Real Estate Job Responsibilities: The attorney will play a vital role in supporting the partners and clients of the law firm in various corporate, real estate, transactional, contract, entity management, and business matters. The key responsibilities include: - Advising...

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Litigation Associate

Recruiter • **Members Only** Westborough, MA

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Posted On Aug 16, 26
Full-time 14 views Experience : 2-10 yrs required
Practice Area:
Litigation - Commercial Litigation - Labor & Employment Litigation - Real Estate - Plaintiffs Litigation - Trusts & Estates - Plaintiffs
Practice Area:
Litigation - Commercial Litigation - Labor & Employment Litigation - Real Estate - Plaintiffs Litigation - Trusts & Estates - Plaintiffs

have 3-5 years of experience in litigation, with a preference for those with courtroom experience and familiarity in areas such as labor and employment, real estate/land use, construction, corporate/shareholder disputes, or fiduciary/probate legal research and... draft legal litig...

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