Legal Wealth Management Jobs Jobs in Stoneham, MA

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...

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Attorney in Wakefield, MA (Remote)

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

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Posted On Sep 16, 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...

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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...

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Attorney in Wakefield, MA

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

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Posted On Sep 16, 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...

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Legal Staff Paralegal in Woburn, MA

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

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Posted On Jul 05, 26

Full-time 2 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...

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Legal Staff Paralegal in Lynnfield, MA

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

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Posted On Sep 10, 26

Full-time 1 views 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,...

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

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

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Posted On Sep 22, 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...

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Corporate - Asset/Investment Management Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney in Boston, MA

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

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Posted On Aug 28, 26

Full-time 5 views Experience : Min 6 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General

Job Tags:

agreements artificial intelligence civil litigation due diligence equity Financial Institutions FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing NASDAQ private equity regulatory compliance Securities securities laws stock options wealth management

Title: Vice President, Assistant General Counsel Job Responsibilities: - Provide strategic legal advice related to the onboarding, due diligence, sales, and ongoing controls of Alternative Investments, Complex Products, and Digital Assets. - Offer day-to-day legal support for the alternative investments platform, ensuring compliance...

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Corporate - Asset/Investment Management Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney in Boston, MA

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

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Posted On Sep 01, 26

Full-time 2 views Experience : Min 6 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General

Job Tags:

agreements artificial intelligence civil litigation due diligence equity FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing private equity regulatory compliance Securities securities laws stock options wealth management

Job Title: VP, Wealth Management Alternative Investments Attorney... Job Responsibilities: - Provide day-to-day legal support for the company's alternative investments platform, ensuring compliance with applicable rules, regulations, and assessing legal risks related to the brokerage and investment advisory business. -...

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Law Student - In-House in Boston, MA

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

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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

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

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Law Student - In-House in Boston, MA

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

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Posted On Sep 07, 26

Full-time 42 views

Job Tags:

banking child family finance higher education investment management lending mother spectrum wealth management

Job Title: Wealth Management Summer Analyst in... H1: Join Our Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: Gain Experience and Training in the Financial Industry Our Firm's Summer Analyst Program in Boston, Massachusetts offers students pursuing...

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Attorney in Boston, MA

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

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Boston, MA

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

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Posted On Sep 22, 26

Full-time Experience : Min 4 yrs required

Job Tags:

family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager, you... will be integral in guiding clients through the complexities of tax regulations, helping them optimize their tax positions while ensuring compliance. In...

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Attorney in Boston, MA

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

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Posted On Sep 16, 26

Full-time 2 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with tax laws...

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Attorney in Boston, MA

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

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review...

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Attorney in Boston, MA

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

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities:... initiatives for asset and wealth management clients - Overseeing... the preparation and filing of complex tax returns, confirming adherence to regulatory requirements - Analyzing financial data to identify tax optimization opportunities...

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Attorney in Boston, MA

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

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Posted On Aug 31, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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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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