Legal Wealth Management Jobs Jobs in Andover, MA

Attorney in Tewksbury, MA

In-House • **Members Only** Tewksbury, MA

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Posted On Aug 24, 26

Full-time Experience : 5-5 yrs required

Job Tags:

Affirmative Action family

Tax Manager - Private Wealth Job Responsibilities: - Be a trusted... advisory services to private wealth clients, including ultra-high-net-worth families,... closely held businesses, and trust and estate work. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review...

Legal Staff Paralegal in Lynnfield, MA

Law Firm • **Members Only** Lynnfield, MA

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Posted On Sep 10, 26

Full-time Experience : 1-2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning family Financial Institutions trusts wealth management

Title: Legal Assistant / Paralegal Job Responsibilities: - Work directly with clients to gather financial information and documentation. - Coordinate with financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers,...

Legal Staff Paralegal in Topsfield, MA (Remote)

Law Firm • **Members Only** Topsfield, MA

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Posted On Sep 08, 26

Full-time 1 views Experience : Min 4 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Asset Protection Estate Planning health insurance Living Trusts Probate trusts Wills

Title: Senior Estate Planning Paralegal Job Responsibilities: - Draft and manage complex estate planning documents, including Revocable Living Trusts, Wills, Powers of Attorney, Health Care Proxies, Trust Amendments and Restatements, Irrevocable Trusts, Massachusetts Asset Protection Trusts (MAPTs), First-Party and Third-Party Special Needs...

Attorney in Wakefield, MA

In-House • **Members Only** Wakefield, MA

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Posted On Aug 26, 26

Full-time 40 views Experience : Min 10 yrs required

Job Tags:

equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... 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 tax clients to ensure accuracy...

Attorney in Wakefield, MA (Remote)

In-House • **Members Only** Wakefield, MA

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Posted On Sep 10, 26

Full-time 37 views Experience : Min 10 yrs required

Job Tags:

equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

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

Attorney in Wakefield, MA

In-House • **Members Only** Wakefield, MA

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Posted On Aug 26, 26

Full-time 11 views Experience : Min 5 yrs required

Job Tags:

equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer

advisory teams to optimize wealth management goals for clients... returns for high net worth individuals or trust tax clients, including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects...

Attorney in Burlington, MA

In-House • **Members Only** Burlington, MA

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Posted On Sep 03, 26

Full-time 10 views Experience : 7-15 yrs required

Job Tags:

due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management

Title: Tax Partner - Financial Services State and Local Tax (SALT) Job Responsibilities: The role of Tax Partner at the company involves a multifaceted set of responsibilities that include both new business opportunities and servicing existing clients in a compliance and consulting...

Attorney in Danvers, MA

In-House • **Members Only** Danvers, MA

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Posted On Jul 28, 26

Full-time

Job Tags:

artificial intelligence criminal due diligence equity Immigration ordinances Visa wealth management

needs, and delivering an exceptional client experience. The role includes advising clients on all aspects of wealth management, such as asset... allocation, financial management, and wealth planning. The Financial Advisor... serves as a resource for clients with complex wealth manageme...

Legal Staff Paralegal in Woburn, MA

Law Firm • **Members Only** Woburn, MA

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Posted On Jul 05, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Family Law - General Probate

Job Tags:

agreements divorce Estate Planning Family Law health insurance Insurance pleadings Probate Software

Title: Family Law and Probate Attorney Job Responsibilities: - Communicating with opposing counsel, court, and other interested parties. - Managing attorney and court calendars, including scheduling hearings, deadlines, conferences, and other case-related events. - Answering incoming telephone calls and directing inquiries as appropriate. - Conducting...

Probate Attorney / Estate & Tax Planning Attorney / Tax - Private Client Services Attorney / Trusts and Estates - General Attorney / Tax - General Attorney in Peabody, MA

Law Firm • **Members Only** Peabody, MA

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Posted On Jun 25, 26

Full-time 7 views Experience : Min 5 yrs required

Practice Area:

Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General

Job Tags:

Estate Planning estate tax estates fiduciary health insurance Insurance Taxation trusts

Title: Estate Planning / Estate Administration Attorney Job Responsibilities: - Consulting with clients to understand their estate planning needs and objectives - Formulating comprehensive estate plans tailored to individual client requirements - Drafting estate planning documents, including wills, trusts, and powers of attorney - Administering...

Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Melrose, MA

Law Firm • **Members Only** Melrose, MA

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Posted On Sep 01, 26

Full-time Experience : 3-10 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Business Law divorce Estate Planning Family Law LLC personal injury Probate trusts Wills

probate practice. You will collaborate closely with an experienced paralegal and a client success coordinator. The role emphasizes autonomy and client relationship management, allowing you to take... ownership of client matters and contribute significantly to the firm's growth. Key...

Legal Staff Paralegal in Beverly, MA

Law Firm • **Members Only** Beverly, MA

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Posted On Jun 17, 26

Full-time 6 views

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning Financial Institutions health insurance LLC Probate Software

Title: Paralegal/Administrative Assistant Job Responsibilities: The responsibilities of the Paralegal/Administrative Assistant at the law firm will vary depending on the candidate's experience. Key duties include: - Preparing and reviewing legal documents and correspondence. - Managing client files and maintaining case calendars. - Assisting attorneys with...

Legal Staff Paralegal in Salem, MA

Law Firm • **Members Only** Salem, MA

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Posted On Aug 20, 26

Full-time 1 views

Practice Area:

Probate Trusts and Estates - General

Job Tags:

commercial real estate Estate Planning fiduciary litigation Insurance Probate Real Estate Law special projects Women

Title: Legal Assistant Job Responsibilities: - Assist attorneys with preparing, organizing, and filing documents for estate administration and probate matters, including Petitions for Probate, Inventories, Accounts, and Notices. - Process, track, and organize court notices and deadlines to ensure timely compliance. - Prepare, proofread,...

Legal Staff Paralegal in Acton, MA

Law Firm • **Members Only** Acton, MA

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Posted On Aug 06, 26

Full-time Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

children Estate Planning Insurance

Title: Paralegal Job Responsibilities: - Build and maintain relationships with clients through phone, email, and in-person interactions. - Communicate with financial advisors regarding clients’ trusts and ensure proper funding. - Ensure attorneys are adequately prepared for their schedules and responsibilities in the week ahead. -...

Probate Attorney / Trusts and Estates - General Attorney in Cambridge, MA

Law Firm • **Members Only** Cambridge, MA

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Posted On Jun 16, 26

Part-time 36 views Experience : 3-5 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

estate tax estates Probate

Attorney Job Responsibilities: - Handle case management from the inception of... the file to the closure of the matter for all estate administration and probate matters within the law firm. - Manage probate and trust administration projects, including settling probate estates and trust...

Attorney in Waltham, MA

In-House • **Members Only** Waltham, MA

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Posted On Jul 14, 26

Full-time Experience : Min 10 yrs required

Job Tags:

Estate Planning family finance FINRA Insurance LLC partnerships Registered Investment Advisor Retirement Planning Securities Software Taxation trusts wealth management

Title: Associate Director of Taxation Job Responsibilities: - Oversee the preparation and review of complex tax returns for partnerships, S-corporations, individuals, and trusts, with a focus on real estate. - Ensure all tax returns comply with current tax laws and regulations. - Respond to...

Estate Planning and Probate Attorney

Recruiter • **Members Only** Melrose, MA

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Posted On Sep 02, 26

Full-time 1 views Experience : 1-8 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an Estate Planning and Probate Attorney in Melrose, MA. This role involves managing and expanding the estate planning and probate practice, working closely with a paralegal and client success coordinator. The position offers autonomy, growth opportunities,...

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