Legal Wealth Management Jobs Jobs in Tewksbury, MA

Attorney in Tewksbury, MA

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

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Posted On Sep 15, 26

Full-time 1 views 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 Andover, MA

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

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Posted On Sep 22, 26

Full-time Experience : Min 3 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Elder Law Estate Planning estates Insurance pleadings Probate trusts

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...

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...

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,...

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...

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 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...

Legal Staff Paralegal in Acton, MA

Law Firm • **Members Only** Acton, MA

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Posted On Aug 06, 26

Full-time 1 views 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. -...

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 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 Danvers, MA

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

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Posted On Jul 28, 26

Full-time 1 views

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...

Attorney in Waltham, MA

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

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Posted On Jul 14, 26

Full-time 1 views 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...

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...

Legal Staff Paralegal in Sudbury, MA

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

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Posted On Jul 26, 26

Full-time 1 views Experience : Max 4 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

Energy Estate Planning local government Probate Software trusts

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...

Legal Staff Paralegal in Salem, MA

Law Firm • **Members Only** Salem, MA

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Posted On Aug 20, 26

Full-time 2 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,...

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

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

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Posted On Sep 16, 26

Full-time 2 views Experience : Min 2 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

civil procedure Estate Planning Probate Software

efficiently using legal case management systems to ensure timely... updates and compliance with procedural laws. - Provide legal counsel to clients by explaining complex legal concepts clearly and answering their questions thoroughly. - Conduct statutory legal research to ensure compliance with current...

Estate Planning Attorney

Recruiter • **Members Only** Lexington, MA

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Posted On Aug 10, 26

Full-time 18 views Experience : 3-20 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

recruitment partner. This role offers the opportunity to work with high-net-worth individuals and families on sophisticated estate planning and wealth transfer strategies. The ideal... candidate will bring a depth of experience in trust and estate law, along with a client-cent...

Wealth Management Jobs in Tewksbury

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