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Fiduciary Jobs in Medway

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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...

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...

Posted On May 26, 26
Full-time 5 views Experience : 2-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Family Law Insurance Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Family Law Insurance Probate Software Taxation trusts Wills

Title: Estate Planning Attorney Job Responsibilities: - Draft wills, trusts, and other estate planning documents using advanced in-house systems. - Assist with probate and trust administration matters. - Work directly with clients to design and implement estate planning strategies. - Collaborate with senior attorneys on...

Posted On Sep 18, 26
Full-time 74 views Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates fiduciary gift tax private client
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates fiduciary gift tax private client

Firm Seeking Experienced Trust and Estates Attorney (Full Time) H1: Join Our **Members Only,** Team as a Trust and Estates Attorney H2: Help Clients Plan for the Future with Your Expertise in Estate Planning and Tax Laws The Law...

Posted On Aug 31, 26
Full-time 39 views Experience : 5-10 yrs required 1 applications
Practice Area:
Tax - Controversy and Dispute Resolution Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning Partnership Probate tax litigation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning Partnership Probate tax litigation

Title: Tax/Estate Planning Attorney Job Responsibilities: The Tax/Estate Planning Attorney will be responsible for handling a variety of legal matters in the following areas: - Business tax matters: Providing expert legal advice and representation on business-related tax issues. - Tax litigation: Representing clients in...

Posted On Jun 30, 26
Full-time 20 views Experience : Max 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax pleadings Probate

Title: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on estate plan drafting, probate and trust administration, and adult guardianship and conservatorship court proceedings. The role requires a candidate who is self-reliant, confident, resourceful, and organized, with strong interpersonal and...

Posted On Jul 01, 26
Full-time 3 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Probate trusts

Title: Estate Planning Attorney Job Responsibilities: - Meet and work directly with clients to address their estate planning needs. - Draft a variety of estate planning documents tailored to individual client requirements. - Research legal and tax-related issues associated with estate planning strategies to...

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...

Posted On Jul 14, 26
Full-time 2 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 - Norfolk Probate & Family Court Job Responsibilities: - Conducts legal research and drafts memoranda, decisions, and orders for assigned judge(s). - Consults with judge(s) on legal issues. - May oversee and train law clerks and judicial interns. - Researches and...

Posted On Sep 23, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Litigation - Construction - General Environmental Law - Litigation - Defense Litigation - Commercial Litigation - Labor & Employment Litigation - Real Estate - Defense Probate
Job Tags:
Alternative Dispute Resolution construction fiduciary Labor and Employment Land Use Litigation probate litigation
Practice Area:
Litigation - Construction - General Environmental Law - Litigation - Defense Litigation - Commercial Litigation - Labor & Employment Litigation - Real Estate - Defense Probate
Job Tags:
Alternative Dispute Resolution construction fiduciary Labor and Employment Land Use Litigation probate litigation

Title: Litigation Associate Job Responsibilities: - Join an established litigation practice and contribute to various legal proceedings. - Handle litigation tasks and manage deadlines across multiple cases simultaneously. - Engage in professional training, growth, and development related to case evaluation,...

Posted On Jul 03, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Real Estate- Commercial Transactions Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning title
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Real Estate- Commercial Transactions Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Estate Planning title

Title Real Estate and Estate Planning Paralegal - Hybrid Job Responsibilities The Real Estate and Estate Planning Paralegal is responsible for supporting the Office of University Counsel in the management of real estate transactions and estate planning matters. Key responsibilities...

Posted On Sep 21, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning trusts

Title: Lead Estate Planning Attorney Job Responsibilities: - Lead estate planning matters for high-net-worth families. - Draft trusts and tax-efficient structures. - Maintain full client ownership throughout the estate planning process. - Collaborate with clients to understand their estate planning needs and objectives. - Develop comprehensive...

Posted On Aug 11, 26
Full-time Experience : Min 15 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
asset management contracts ERISA family fiduciary FINRA Investment Advisers Act of 1940 Mutual Funds securities laws wealth management
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
asset management contracts ERISA family fiduciary FINRA Investment Advisers Act of 1940 Mutual Funds securities laws wealth management

Title: Senior Associate General Counsel Job Responsibilities: The Senior Associate General Counsel will support multiple business lines within the company, focusing primarily on retirement plans. The key job responsibilities include acting as the primary legal counsel in the subject matter of asset...

Posted On Jul 15, 26
Full-time Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced estate planning attorney to join their team in Norwood, MA. The ideal candidate will have over five years of experience in estate planning, tax strategy, and trust administration, and will be committed to building...

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