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Retirement Planning Jobs in West Roxbury

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United States
Posted On Jul 03, 26
Full-time 4 views Experience : 8-10 yrs required
Practice Area:
Land Use & Zoning Environmental Law - Transactions & Compliance Water Law Environmental and Land Use - General Real Estate - Development/ Dirt law Real Estate - Tax Litigation - Real Estate - Defense Real Estate - General Tax - General
Job Tags:
children construction contracts Environmental Health and Safety Hazardous Waste Insurance land development local government Real Estate Law Wetlands Protection zoning
Practice Area:
Land Use & Zoning Environmental Law - Transactions & Compliance Water Law Environmental and Land Use - General Real Estate - Development/ Dirt law Real Estate - Tax Litigation - Real Estate - Defense Real Estate - General Tax - General
Job Tags:
children construction contracts Environmental Health and Safety Hazardous Waste Insurance land development local government Real Estate Law Wetlands Protection zoning

particularly focusing on campus planning and facilities development. This... encompasses areas such as zoning and permitting, institutional master planning, real estate transactions and... disputes, property tax, as well as design and constructio...

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

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 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates gift tax health insurance Insurance Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates gift tax health insurance Insurance Probate trusts

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 (706/709). - Prepare, review, and submit necessary probate...

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Posted On Aug 26, 26
Full-time 21 views Experience : Min 10 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General
Job Tags:
artificial intelligence child equity government investigations Insurance Life Science life sciences Litigation Machine Learning Medical Device Medicine Partnership Privacy Regulatory Law Software spouse Visa work permit
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General
Job Tags:
artificial intelligence child equity government investigations Insurance Life Science life sciences Litigation Machine Learning Medical Device Medicine Partnership Privacy Regulatory Law Software spouse Visa work permit

Title: Senior Counsel - Health & Life Sciences Legal Job Responsibilities: - Serve as the lead counsel on medical device legal regulatory issues impacting customers’ use of company products in the US, Canada, and Latin America, with a focus on software as...

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Posted On Aug 11, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer

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

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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Posted On Aug 14, 26
Full-time 34 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary gift tax Insurance Litigation private client title trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary gift tax Insurance Litigation private client title trusts wealth transfer

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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Posted On Aug 14, 26
Full-time 22 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection equity Estate Planning estate tax estates gift tax HIPAA Insurance partnerships Taxation title trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection equity Estate Planning estate tax estates gift tax HIPAA Insurance partnerships Taxation title trusts wealth transfer Wills

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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Posted On Jul 22, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer

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 02, 26
Full-time 7 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills

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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Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in... the Advanced Planning team will engage in... and growth in sophisticated planning strategies. Key responsibilities include: -... and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession,...

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Posted On Sep 07, 26
Full-time 56 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

friendly job title: Wealth Management Summer Analyst at Goldman Sachs in Boston, Massachusetts H1: Goldman Sachs Wealth Management Summer Analyst Program in Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
beverage child contracts Insurance life sciences Litigation payment processing private equity regulatory compliance Software
Job Tags:
beverage child contracts Insurance life sciences Litigation payment processing private equity regulatory compliance Software

Job Title: Manager, Event Planning & Conference Services Job Responsibilities: The... Conference Services & Event Planning is tasked with leading... Conference Services and Event Planning function within the New... England region. This role is integral in collaborating with team members and various...

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Posted On Jul 08, 26
Full-time 19 views Experience : Min 10 yrs required
Job Tags:
child finance Insurance life sciences Litigation Partnership private equity regulatory compliance Taxation
Job Tags:
child finance Insurance life sciences Litigation Partnership private equity regulatory compliance Taxation

compliance and strategic tax planning. - Oversee and optimize tax... processes related to international, partnership federal and state, and partner tax matters including partner tax allocations. - Collaborate with IT, finance, and partner compensation teams to implement technology solutions. - Identify and implement...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 5 yrs required
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, and tax compliance. -... Manage and oversee the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate taxation, including planning and executing client tax... engagements. - Collaborate with specialists regarding state and local taxation a...

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Posted On Aug 01, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Litigation - eDiscovery General Personal Injury Defense Product Liability Defense Litigation - Construction - General Insurance Defense - General
Job Tags:
civil litigation construction defect depositions Employment Law Insurance insurance defense Litigation personal injury pleadings product liability Profit Sharing title
Practice Area:
Litigation - eDiscovery General Personal Injury Defense Product Liability Defense Litigation - Construction - General Insurance Defense - General
Job Tags:
civil litigation construction defect depositions Employment Law Insurance insurance defense Litigation personal injury pleadings product liability Profit Sharing title

Title: Legal Assistant / Secretary, Full Time Job Responsibilities: As a Legal Assistant at the law firm, you will be an integral part of the litigation process, supporting attorneys in various capacities. Your responsibilities will encompass a wide range of tasks essential...

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Posted On Jul 29, 26
Full-time 26 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

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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