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Wealth Transfer Jobs in Stoneham

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United States
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
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...

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
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...

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
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...

Posted On Sep 03, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts wealth transfer

Trusts & Estates Attorney Job Title: Experienced Trusts & Estates Attorney Job Responsibilities: The Trusts and Estates Attorney will work within the Trusts and Estates department at the law firm. The primary responsibilities include: - Collaborating with a team of highly-skilled attorneys in the Trusts...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as... a primary point of contact for...

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
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,...

Posted On Jul 22, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax health insurance Insurance limited liability companies partnerships Probate Profit Sharing Taxation trusts wealth transfer

to engage in sophisticated estate planning, wealth transfer, trust administration, and... probate matters for a diverse client base, including high-net-worth individuals and families, fiduciaries, business owners, and closely held businesses. The successful candidate will collaborate closely with attorneys and profe...

Posted On Jul 29, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity Estate Planning estates family Practice of Law private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity Estate Planning estates family Practice of Law private client trusts wealth transfer

Manage administration of trusts and estates. - Develop wealth transfer strategies. - Conduct... tax planning and manage gift transfers. - Draft legal documents and maintain strong client relationships. - Deliver comprehensive estate planning representation. - Offer outstanding client service t...

Posted On Aug 11, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation title trusts wealth transfer

Private Client Trusts & Estates Associate Attorney Job Description: The law firm is seeking an experienced associate attorney to join its Private Client Department, specifically focusing on Trusts and Estates. This position is based in Boston and requires a minimum of 4...

Posted On Aug 26, 26
Full-time 6 views
Practice Area:
Trusts and Estates Elder Law Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Trusts and Estates Elder Law Estate & Tax Planning Probate Trusts and Estates - General

will have experience advising individuals, families, fiduciaries, and business owners on estate planning, managing probate and trust administration matters, and tax-efficient wealth transfer strategies. This role... offers the opportunity to work on sophisticated matters in a collaborative, professional environment. Key Responsibilities...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

Title: Private Client Trusts & Estates Associate Attorney Job Responsibilities: The Private Client Trusts & Estates Associate Attorney will be responsible for handling a variety of tasks related to trust and estate planning and administration. Key responsibilities include: - Engaging...

Posted On Sep 11, 26
Full-time 4 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: - Provide timely written and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business... succession,...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - Federal Tax - State & Local Trusts and Estates - General Tax - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - Federal Tax - State & Local Trusts and Estates - General Tax - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team at Company is responsible for delivering sophisticated planning strategies and providing technical and legal guidance on advanced planning matters. The role involves translating complex concepts into...

Posted On Aug 13, 26
Full-time 98 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Probate Software trusts

• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...

Posted On Aug 08, 26
Full-time 18 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
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...

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