Retirement Planning Jobs in Sharon

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Posted On Sep 29, 26
Full-time 2 views Experience : Min 3 yrs required

connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give... hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (....

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Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Real Estate Paralegal Job Responsibilities: Client Communication - Communicate regularly with clients and keep them informed throughout the transaction process. - Respond to client inquiries professionally and promptly. - Coordinate appointments, document signings, and closing schedules. Legal and Transactional...

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Posted On Jul 08, 26
Full-time 2 views

Title: Real Estate Paralegal Job Responsibilities: Client Communication: - Regularly communicate with clients to keep them informed throughout the transaction process. - Respond to client inquiries in a professional and timely manner. - Coordinate appointments, document signings, and closing schedules. Legal and Transactional Support: - Prepare and...

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Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required

connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give... hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (....

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Posted On Aug 31, 26
Full-time 33 views Experience : 2-5 yrs required

Title: Estate Planning Paralegal Job Responsibilities: The role of... an Estate Planning Paralegal involves extensive support... drafting of various estate planning documents. Key responsibilities include: -... Assisting attorneys in drafting documents such as Last Will and Testament, trusts, health care proxies, living wills,...

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Full-time 4 views Experience : Min 3 yrs required

Title: Estate Administration Attorney Job Responsibilities: - Independently manage estate administration, probate, and trust settlement cases from start to finish. - Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns. - Prepare, review, and submit necessary probate forms...

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Full-time 1 views Experience : Max 3 yrs required

Title: Staff Attorney - Family Law Job Responsibilities: - Provide legal representation to survivors of domestic violence in restraining order extension hearings and family law hearings, including divorce, custody, visitation, and child support. - Offer brief legal advice and services, including assisting clients...

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

ATTORNEY** **FAMILY LAW** **LEGAL ADVOCACY PROGRAM** **Organization Summary** The organization, established in 1978, is the sole domestic violence organization in Norfolk County, dedicated to supporting individuals who have experienced abuse. The organization offers a comprehensive range of services, including a 24-hour hotline, emergency shelter,...

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

Job Title: Estate Planning Attorney Job Responsibilities: - Meet and... to address their estate planning needs. - Draft a variety... of estate planning documents tailored to individual... issues associated with estate planning strategies to provide informed... advice. - Prepare and file estate tax returns,...

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Posted On Aug 07, 26
Full-time 1 views Experience : 2-5 yrs required

Title: Personal Injury Paralegal Job Responsibilities: - Manage all aspects of personal injury cases from beginning to end, ensuring thorough and effective case handling. - Gather, analyze, and research information pertinent to personal injury cases, contributing to case development and resolution. - Communicate and...

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Full-time Experience : Min 4 yrs required

Estates. This position is based in Boston and requires a minimum of 4 years of relevant experience. The role is part of a nationally recognized practice that deals with high-net-worth clients, providing sophisticated estate planning and administration services. The... idea...

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Full-time 1 views Experience : Min 4 yrs required

to trust and estate planning and administration. Key responsibilities... - Engaging in high net worth trust and estate planning and administration. - Applying... knowledge of relevant state and federal tax laws. - Assisting with succession planning and lifetime giving. ......

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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

Draft complex, strategic estate planning documents tailored to 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,...

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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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Full-time 7 views Experience : Min 3 yrs required

Job Title: Estate Planning and Probate Attorney Job Responsibilities: -... advice on probate, estate planning, and asset protection matters. -... directives. - Counsel clients on strategies for gift, estate, and generation-skipping transfer tax planning. - Manage probate, trust administration,... estate administration, and related fiduciary...

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Full-time Experience : 1-4 yrs required

Title: Associate - Estate Planning Practice Group Job Responsibilities: - Support... broad range of estate planning and administration matters. - Assist... the drafting of estate planning and business succession documents... and generation-skipping transfer tax planning analyses. - Contribute to charitable... planning and tax-exempt organization matters. -......

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Posted On Aug 16, 26
Full-time 26 views Experience : 1-10 yrs required

seeking a full-time Estate Planning Associate Attorney to join... its Boston-based private client services group. The ideal candidate will bring 2–5 years of hands-on experience in estate planning and estate/trust administration, a... passion for helping individuals and families protect generational...

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