Gift Tax Jobs in West Roxbury

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United States
Full-time Experience : Min 3 yrs required

and file Massachusetts estate tax returns, Federal estate tax... returns, and gift tax... returns (706/709). - Prepare,... review,... and submit necessary probate forms and court documents. - Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes. -... Over...

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Full-time 5 views Experience : 2-7 yrs required

systems. - Assist with probate and trust administration matters. - Work directly with clients to design and implement estate planning strategies. - Collaborate with senior attorneys on complex and high-net-worth planning matters. - Continue developing expertise in tax-efficient and advanced planning techniques. Education... and Experience...

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Part-time 36 views Experience : 3-5 yrs required

estate administration and probate matters within the law firm. - Manage probate and trust administration projects, including settling probate estates and trust administrations. - Complete estate tax returns and handle trust... and probate accountings. - Assist with client inquiries and other projects as...

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Full-time 4 views Experience : 2-3 yrs required

for representing high net worth individuals, trusts, partnerships, limited liability companies, and corporations. The key focus areas will include estate, income, and gift tax planning matters. Additionally,... the associate will handle trust and estate administration. The role demands superb jud...

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Full-time 24 views Experience : Min 8 yrs required

business clients. This includes managing all aspects of wealth management, asset protection, and addressing gift and estate tax issues.... The role requires a strong attention to detail and a commitment to delivering high-quality, personalized service. The candidate will primarily collab...

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Full-time 7 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate... involves advising on international tax matters and developing cross-border... to address complex multi-jurisdictional tax and legal considerations. The... sophisticated estate planning and tax-efficient restructuring solutions for high-net-worth... international families and their...

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Full-time 34 views Experience : Min 10 yrs required

law firm, one of the largest teams of its kind in Massachusetts. The primary responsibilities include: - Designing and implementing sophisticated, tax-efficient planning strategies. This involves... working with irrevocable trusts, gifting structures, family entities, and asset-protection tools. - Advising clients on multigenerat...

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Full-time 22 views Experience : Min 7 yrs required

business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. -... Apply analytical rigor, practical judgment, and empathetic client service to help families and businesses retain, grow, protect, and transfer assets effectivel...

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Full-time 7 views Experience : 4-8 yrs required

administration. - Handle estate and gift tax matters. - Conduct charitable... planning. - Collaborate with attorneys across various offices within the Financial Services & Capital Markets strategic industry group. - Articulate legal strategies and courses of action effectively. - Handle multiple projects efficiently under pressure. -...

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Full-time 10 views Experience : 3-5 yrs required

Title: Private Clients Associate Job Responsibilities: The Private Clients Associate at the law firm will join a team of nationally recognized lawyers who specialize in partnering with individuals, families, and business owners to craft comprehensive estate plans and achieve management goals. The...

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Full-time 2 views Experience : Min 5 yrs required

Summary: The law firm is seeking an experienced Trusts & Estates Associate to join its established and growing practice. This role provides the opportunity to engage in sophisticated estate planning, wealth transfer, trust administration, and probate matters for a diverse client...

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Posted On Aug 26, 26
Full-time 5 views

will have experience advising individuals, families, fiduciaries, and business owners on estate planning, managing probate and trust administration matters, and tax-efficient wealth transfer strategies. This... role offers the opportunity to work on sophisticated matters in a collaborative, professional environment. Key Responsibilities...

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Posted On Jul 15, 26
Full-time Experience : 3-20 yrs required

years of experience in estate planning, tax strategy, and trust administration,... and will be committed to building a long-term practice serving individuals and and review wills, trusts, powers of attorney, and health care clients on estate planning strateg...

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