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Trusts Jobs in Needham

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United States
Posted On Aug 16, 26
Full-time 2 views Experience : 3-8 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions agreements asset purchase agreements brokers Commercial Contracts corporate governance due diligence fiduciary investment bankers mergers operating agreements organizational documents partnerships purchase and sale agreements stock purchase agreements trusts
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions agreements asset purchase agreements brokers Commercial Contracts corporate governance due diligence fiduciary investment bankers mergers operating agreements organizational documents partnerships purchase and sale agreements stock purchase agreements trusts

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
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

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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Posted On Aug 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Finance - Banking Finance - General
Job Tags:
equity Insurance title
Practice Area:
Finance - Banking Finance - General
Job Tags:
equity Insurance title

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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Posted On Jun 18, 26
Full-time 74 views Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates fiduciary gift tax private client
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates fiduciary gift tax private client

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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Posted On Jun 30, 26
Full-time 20 views Experience : Max 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax pleadings Probate

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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Posted On Jul 01, 26
Full-time 3 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Probate trusts

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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Posted On Aug 31, 26
Full-time 39 views Experience : 5-10 yrs required 1 applications
Practice Area:
Tax - Controversy and Dispute Resolution Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning Partnership Probate tax litigation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning Partnership Probate tax litigation

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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Posted On Jul 03, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Education - Higher Education Education - General
Job Tags:
ADA agreements bylaws construction contracts Copyright corporate governance criminal data privacy Environmental Law False Claims Act Government Harassment higher education Insurance Intellectual Property Labor and Employment local government patents Retirement Planning title Title IX trademarks Transportation Women
Practice Area:
Education - Higher Education Education - General
Job Tags:
ADA agreements bylaws construction contracts Copyright corporate governance criminal data privacy Environmental Law False Claims Act Government Harassment higher education Insurance Intellectual Property Labor and Employment local government patents Retirement Planning title Title IX trademarks Transportation Women

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 Jun 24, 26
Full-time 9 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary finance FINRA Insurance Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary finance FINRA Insurance Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

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 Jul 14, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will provide comprehensive legal support to the wealth management, trust, fiduciary, investment advisory, and brokerage businesses within the company. Key responsibilities include: - Offering legal advice on a wide range of matters...

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Posted On Jul 29, 26
Full-time 1 views Experience : 5-5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - General
Job Tags:
agreements board of directors Capital Markets clean energy contracts corporate governance Corporate Law credit facilities directors Energy equity finance H-1B Immigration Mergers and Acquisitions natural gas NYSE pension Securities Visa Water
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - General
Job Tags:
agreements board of directors Capital Markets clean energy contracts corporate governance Corporate Law credit facilities directors Energy equity finance H-1B Immigration Mergers and Acquisitions natural gas NYSE pension Securities Visa Water

Title: Attorney Job Responsibilities: - Lead or play a key role in drafting and advising on filings with the Securities and Exchange Commission (SEC), including periodic reports on Forms 10-K, 10-Q, and 8-K, registration statements on Forms S-3 and S-8, proxy statements,...

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Posted On Aug 17, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action company policies construction Energy equity H-1B Immigration project development stage
Job Tags:
Affirmative Action company policies construction Energy equity H-1B Immigration project development stage

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 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 Jul 17, 26
Part-time 1 views Experience : 2-3 yrs required
Job Tags:
Estate Planning estates LLC trusts
Job Tags:
Estate Planning estates LLC trusts

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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Posted On May 26, 26
Full-time 5 views Experience : 2-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Family Law Insurance Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Family Law Insurance Probate Software Taxation trusts Wills

Attorney Job Responsibilities: - Draft wills, trusts, and other estate planning... documents using advanced in-house systems. - Assist with probate and trust administration matters. - Work directly with clients to design and implement estate planning strategies. - Collaborate with senior attorneys on complex and high-net-worth...

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Posted On Jul 28, 26
Full-time 76 views Experience : Max 10 yrs required 1 applications
Practice Area:
Trusts and Estates - General Probate Estate & Tax Planning Elder Law
Practice Area:
Trusts and Estates - General Probate Estate & Tax Planning Elder Law

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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