Trusts Jobs in Natick

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United States
Posted On Jul 17, 26
Part-time 1 views Experience : 2-3 yrs required

balances for clients, including trusts and estates. - Handle client... bill paying and maintain accurate records. - Manage client billing, payments, and deposits. - Prepare and organize financial information for monthly reporting. - Provide payroll and accounts payable support as needed. - Assist with general...

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Full-time 74 views Experience : 3-10 yrs required

Firm Seeking Experienced Trust and Estates Attorney (Full Time) H1: Join Our **Members Only,** Team as a Trust and Estates Attorney H2: Help Clients Plan for the Future with Your Expertise in Estate Planning and Tax Laws The Law...

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Full-time 20 views Experience : Max 3 yrs required

Title: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on estate plan drafting, probate and trust administration, and adult guardianship and conservatorship court proceedings. The role requires a candidate who is self-reliant, confident, resourceful, and organized, with strong interpersonal and...

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

Title: Estate Planning Attorney Job Responsibilities: - Meet and work directly with clients to address their estate planning needs. - Draft a variety of estate planning documents tailored to individual client requirements. - Research legal and tax-related issues associated with estate planning strategies to...

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Full-time 39 views Experience : 5-10 yrs required 1 applications

Title: Tax/Estate Planning Attorney Job Responsibilities: The Tax/Estate Planning Attorney will be responsible for handling a variety of legal matters in the following areas: - Business tax matters: Providing expert legal advice and representation on business-related tax issues. - Tax litigation: Representing clients in...

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Full-time 4 views Experience : Min 5 yrs required

Title: Assistant General Counsel Job Responsibilities: - Monitor and interpret developments in laws and regulations affecting the College’s operations and emerging issues in higher education law. Provide legal advice to key campus partners, including training as needed. - Identify potential legal risks, recognize...

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Posted On Aug 14, 26
Full-time 2 views Experience : 1-3 yrs required

Legal Assistant- Quotes About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that...

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Full-time 2 views Experience : 3-8 yrs required

law firm in various corporate, real estate, transactional, contract, entity management, and business matters. The key responsibilities include: - Advising on the formation, governance, and ongoing operation of corporations, LLCs, partnerships, trusts, and other profit and... non-profit entities. - Drafting and review...

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 3 yrs required

Expert - Expert Center (Northeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

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Full-time 2 views Experience : Min 3 yrs required

services. - Draft wills, trusts, powers of attorney, and... advance directives. - A background in taxes is beneficial but not required. - Practice Growth & Relationship Development - Cultivate and strengthen relationships with referral partners. - Participate in seminars, workshops, and...

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Posted On Jul 26, 26
Full-time Experience : Max 4 yrs required

Title: Junior Legal Assistant Job Responsibilities: Core Operational Responsibilities (Immediate Focus) - Binder Assembly & Delivery: Responsible for creating, assembling, inspecting, and packaging high-quality estate planning binders for client delivery. - Scanning & Digital Archiving: Tasked with scanning all executed estate planning documents, properly...

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Full-time 9 views Experience : 3-5 yrs required

Title: Counsel, Wealth Management Division Job Responsibilities: - Provide legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. - Interpret and apply fiduciary principles and duties. - Advise on advisory and brokerage service models and related regulatory requirements. - Review and draft...

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Posted On Aug 17, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Program Manager, Strategic Project Development Job Responsibilities: - Responsible for managing a portfolio of strategic ESMP transmission and substation projects from early-stage development until transition to the Project Management Organization. - Oversee a cross-functional project team, including System Planning,...

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Posted On Jul 27, 26
Full-time 76 views Experience : Max 10 yrs required 1 applications

law firm in Wellesley is seeking a Trust and Estates Attorney to join its team. The ideal candidate will be responsible for reviewing and revising client estate plans to ensure compliance with state and federal tax laws. The role also...

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