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Retirement Planning Jobs in Roxbury

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United States
Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer

the law firm's Private Client Department. The primary responsibilities include: - Estate planning and estate and trust... administration for high-net-worth individuals and families. - Knowledge and application of relevant state and federal tax laws. - Charitable giving and estate...

Posted On Aug 31, 26
Full-time 1 views Experience : 2-5 yrs required
Job Tags:
agreements endorsements Estate Planning estates gift tax Insurance private client trusts Wills
Job Tags:
agreements endorsements Estate Planning estates gift tax Insurance private client trusts Wills

Job Title: Estate Planning Support Specialist (pre-execution-focused) Job Responsibilities: Pre-Execution: -... Revise and finalize estate planning documents, charts, and letters. -... items to facilitate completion of estate plans. - Process new estate planning assignment requests. - Work with... clients to deliver draft estate planning documents el...

Posted On Aug 29, 26
Full-time 40 views Experience : 3-5 yrs required
Practice Area:
Real Estate - Finance Finance - Banking Finance - General Real Estate - General
Job Tags:
child commercial real estate document review due diligence equity family finance health benefits Insurance lending real estate finance
Practice Area:
Real Estate - Finance Finance - Banking Finance - General Real Estate - General
Job Tags:
child commercial real estate document review due diligence equity family finance health benefits Insurance lending real estate finance

Title: Commercial Real Estate Finance Midlevel Associate Job Responsibilities: - Drafting loan documents. - Conducting and managing due diligence reviews. - Reviewing opinion letters and other third-party documents. - Leading the preparation of closing checklists and coordinating closing logistics. -...

Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

wealth transfer, charitable, and retirement planning, as well as... Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and estate taxation. This involves planning and executing client tax... engagements. - Collaborate with specialists regarding state and loc...

Posted On Aug 20, 26
Full-time 1 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Experienced Associate, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, developing skills to identify and address client needs. - Collaborate with managers and clients to gather necessary information for tax return preparation. - Prepare individual, trust,...

Posted On Sep 16, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
CCPA Computer Science Domestic Violence finance Hardware information technology Insurance Litigation Software stalking
Job Tags:
CCPA Computer Science Domestic Violence finance Hardware information technology Insurance Litigation Software stalking

& Innovations Department. This hands-on position involves leading multiple project lifecycles and deliverables for the firm's most strategic and innovative business services initiatives. The MTP will be responsible for overseeing the planning, management, execution, and delivery... of complex technical proj...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation

Title: Tax Associate - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally. - Engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. - Lead local events with the support of TurboTax,...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with the support of...

Posted On Jul 29, 26
Contract, Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

Associate - TurboTax Store The candidate play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. Serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Immigration - General Family Immigration
Job Tags:
asylum EOIR family health insurance Immigration Insurance partnerships USCIS
Practice Area:
Immigration - General Family Immigration
Job Tags:
asylum EOIR family health insurance Immigration Insurance partnerships USCIS

Title: Pro Bono Program Leader Job Responsibilities: Pro Bono Program Leadership - Recruit, train, and manage a growing group of pro bono attorneys and DOJ accredited representatives. - Develop and deliver immigration law trainings and presentations for pro bono attorneys, DOJ accredited representatives, and...

Posted On Sep 06, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Insurance Intellectual Property IP Litigation Partnership Privacy
Job Tags:
Insurance Intellectual Property IP Litigation Partnership Privacy

Title: Knowledge Management (KM) Attorney – Insurance + Intellectual Property Job Responsibilities: The Knowledge Management (KM) Attorney – Insurance + Intellectual Property plays a crucial role in enhancing the firm's knowledge management capabilities, particularly within the Insurance + Intellectual Property department, which...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation Software Taxation
Job Tags:
equity Equity Compensation Software Taxation

Title: Global Employer Services Senior Manager-Global Equity Focused Job Responsibilities: The Global Employer Services (GES) Senior Manager is tasked with executing various complex tasks primarily related to the taxation of equity compensation, deferred compensation/409A, IRC section 162(m), 280G/Golden Parachute analyses, ASC...

Posted On Sep 21, 26
Full-time
Job Tags:
Computer Science finance marketing Software stage Water
Job Tags:
Computer Science finance marketing Software stage Water

Title: Tax Manager, Digital Tax Solutions Job Responsibilities: The Tax Manager, Digital Tax Solutions is an integral member of the Digital Tax Solutions team. The primary responsibilities include collaborating with clients and team members to implement tax automation tools. This role involves...

Posted On Sep 14, 26
Full-time 39 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...

Posted On Jul 14, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Criminal Law - Defense
Job Tags:
Insurance Litigation medical providers personal injury pleadings Software Wrongful Death
Practice Area:
Criminal Law - Defense
Job Tags:
Insurance Litigation medical providers personal injury pleadings Software Wrongful Death

Title: Personal Injury Paralegal Job Responsibilities: - Manage personal injury files from pre-litigation through trial, ensuring that cases remain organized and progress efficiently. - Draft, review, and finalize various legal documents, including pleadings, motions, discovery, and correspondence. - Coordinate discovery processes, including the collection...

Posted On Jul 15, 26
Full-time 2 views Experience : 7-8 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - State & Local Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals brokers Case Law child derivatives Financial Institutions financial products Foreign Exchange Government hedge funds Insurance lending Litigation marketing NASDAQ Securities special projects Taxation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - State & Local Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals brokers Case Law child derivatives Financial Institutions financial products Foreign Exchange Government hedge funds Insurance lending Litigation marketing NASDAQ Securities special projects Taxation

Title: Tax Counsel Job Responsibilities: - Serve as the primary legal advocate for managing all aspects of . federal, state, and foreign tax controversies, audits, and disputes. - Lead and manage state and local tax audits across multiple jurisdictions, including correspondence, negotiations, and...

Posted On Jul 28, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by enthusiastically representing TurboTax locally, serving as a fixture and public face of TurboTax in the community. - Engage with new prospects, nurture leads, and convert prospects into long-term...

Posted On Jul 28, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation

Title: Tax Associate - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador, representing TurboTax locally as a fixture and public face of the company in the community. - Engage with new prospects, nurture leads, and convert them into long-term clients...

Posted On Aug 31, 26
Full-time 1 views Experience : 3-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

CT. The ideal candidate will have expertise in high net worth estate planning and trust administration, with... knowledge of state and federal tax estate planning and trust administration for... high net worth on tax-efficient family wealth transfer strategies....

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