Trusts And Estates Jobs in Methuen

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 3 yrs required

Assistant Job Title: Legal Assistant Job Responsibilities: - Assist the legal team by preparing legal documents with precision and clarity, ensuring compliance with legal standards. - Conduct interviews with clients to gather information about their legal issues. - Coordinate and manage the filing of court pleadings...

Posted On Sep 15, 26
Full-time 1 views Experience : 5-5 yrs required

Title: Tax Manager - Private Wealth Job Responsibilities: - Be a trusted member of the team providing various tax, accounting and advisory services to private wealth clients, including ultra-high-net-worth families, closely held businesses, and trust and estate work. - Oversee and provide services...

Posted On Aug 26, 26
Full-time

Title: Temporary Paralegal Job Responsibilities: - Provide direct support to two attorneys in a temporary, on-site capacity. - Prepare and organize documents for both residential and commercial real estate transactions. - Perform basic calculations and work with numbers as needed for transactions. - Assist with...

Full-time 1 views Experience : Min 10 yrs required

Title: Legal Counsel Job Responsibilities: - Serve as a trusted legal advisor to the VP Legal and business stakeholders on commercial, operational, and transactional matters. - Draft, review, negotiate, and manage a variety of agreements including vendor, procurement, services, software, licensing, supply, and...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 4 yrs required

documents, including Revocable Living Trusts, Wills, Powers of Attorney,... Amendments and Restatements, Irrevocable Trusts, Massachusetts Asset Protection Trusts... (MAPTs), First-Party and Third-Party... Special Needs Trusts (SNTs), Real Estate Deeds,... and Trust Funding Documents. - Manage multiple estate planning matters simultaneously, coordinatin...

Full-time 631 views Experience : Min 5 yrs required 2 applications

Trust & Estates Attorney The candidate should... have 5+ years experience in Wills and Trusts. Must have a strong... background drafting Trusts and Trust Administration, with... experience in probate, real estate and business law. LLM in taxation and MA license...

Posted On Sep 16, 26
Full-time 95 views Experience : Min 6 yrs required

Attorney The candidate will handle a variety of matters in the areas of Trust & Estates, Real Estate and Business.... Should have 6+ years of experience. A portable book of business is preferred. NH license required. MA license a plus....

Posted On Sep 10, 26
Full-time 1 views Experience : 1-2 yrs required

financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers, trusts, and other estate-planning documents. -... Prepare for client meetings and manage follow-up. - Keep projects moving with accuracy, org...

Full-time 4 views Experience : 1-3 yrs required

the preparation of wills, trusts, durable powers of attorney,... health care proxies, and homestead declarations. - Conduct meetings with clients to discuss their estate planning goals and recommend appropriate planning strategies under the supervision of an attorney. - Draft estate planning documents...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

Posted On Sep 18, 26
Full-time 1 views Experience : Min 6 yrs required

forms 1065, 1120, 1120S, trusts/estates (1041), and high-net-worth individual... income tax returns (1040). - Coordinate with clients and their advisors on quarterly and year-end tax planning and projections. - Supervise, train, and support engagement staff, promoting open communication with engagement...

Full-time 5 views Experience : Min 1 yrs required

Title: Attorney - Estate Planning Job Responsibilities: - Engage in a high-touch, client-facing role that involves meeting with prospective clients to understand their goals and concerns. - Guide clients towards creating a plan that provides clarity and peace of mind regarding their estate...

Posted On Sep 16, 26
Full-time 40 views Experience : Min 10 yrs required

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize wealth management goals for clients and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust...

Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for...

Posted On Sep 16, 26
Full-time 11 views Experience : Min 5 yrs required

Title: Tax Manager - High Net Worth Job Responsibilities: Technical Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals for clients and families. - Manage and review tax returns for high net worth individuals or...

Full-time 3 views Experience : Min 7 yrs required

Experienced Trusts & Estates Attorney Job Title: Experienced... Trusts & Estates Attorney Job Responsibilities: The... Trusts and Estates Attorney will... work within the Trusts and Estates department at... highly-skilled attorneys in the Trusts and Estates department. - Managing... a preexisting volume practice while working alongside...

Full-time 2 views

related to estate planning, trusts, probate, elder law, and... long-term care planning. - Analyze legal issues and contribute to the design of estate plans. - Counsel clients and take ownership of client matters. - Review and supervise work, ultimately leading...

Full-time

team on estate planning, trusts, probate, elder law, and... long-term-care planning. - Analyze legal issues and help design estate plans. - Counsel clients and review and supervise work. - Take ownership of client matters and lead client planning meetings. - Develop skills to own...

Posted On Aug 13, 26
Full-time 233 views Experience : 3-20 yrs required

Firm seeks trust and estates attorney with 5+ years... of experience in wills and trusts. The candidate must have... a strong background drafting Trusts and Trust Administration, with... experience in probate, real estate and business law. Must preferably have ....

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