- Probate
- Trust and estate administration
- Estate and gift tax return preparation
- Drafting basic estate planning documents
- Performing other duties, as needed
- 3+ years of experience
- Bachelor's Degree
- Proficiency in Probate, Trust & Estate Administration, Estate & Gift Tax Returns, and Estate Planning
- Computer savvy
- Solid analytical and problem solving skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
- Large firm experience and/or Portable Billings
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Planning Associate
2 weeks ago
Taylor Hopkinson | Powered by Brunel Boston, United StatesPlanning Associate working on a flagship US offshore wind project. The role is working directly for a global leader in offshore renewable energy development, construction and operations. · This is a full-time, permanent staff position based in Boston (hybrid). · Role · The Pla ...
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Wealth Planning Associate
1 week ago
SDL Search Partners Boston, United StatesAbout the job Wealth Planning Associate · Wealth Planning Associate (Remote Options) · National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or i ...
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Planning Associate
4 weeks ago
Taylor Hopkinson | Powered by Brunel Boston, United StatesPlanning Associate working on a flagship US offshore wind project. The role is working directly for a global leader in offshore renewable energy development, construction and operations. · This is a full-time, permanent staff position based in Boston (hybrid). · Role · The Planni ...
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Planning Associate
4 weeks ago
OW Ocean Winds Boston, United StatesBackground: · SouthCoast Wind (SCW) is located in Boston, MA, currently developing a 2.4GW lease off the south coast of MA. Two 1.2GW projects are in development with expected FID 2025 and COD 2030. The Planning Associate at SouthCoast Wind plays a crucial role in supporting the ...
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Planning Associate
2 weeks ago
OW Ocean Winds Boston, United StatesBackground: · SouthCoast Wind (SCW) is located in Boston, MA, currently developing a 2.4GW lease off the south coast of MA. Two 1.2GW projects are in development with expected FID 2025 and COD 2030. The Planning Associate at SouthCoast Wind plays a crucial role in supporting the ...
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Planning Associate
1 week ago
OW Ocean Winds Boston, United StatesBackground: · SouthCoast Wind (SCW) is located in Boston, MA, currently developing a 2.4GW lease off the south coast of MA. Two 1.2GW projects are in development with expected FID 2025 and COD 2030. The Planning Associate at SouthCoast Wind plays a crucial role in supporting the ...
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Associate Director Planned Giving
1 day ago
Suffolk University Boston, United StatesThe Associate Director, Planned Giving, will work in concert with Senior Advancement Staff and Major Gift Officers to build a program that creates an identity and commitment to Suffolk University. This position will identify and secure philanthropic support for the University wit ...
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Wealth Planning Associate
4 weeks ago
SDL Search Partners Boston, United StatesAbout the job Wealth Planning Associate · Wealth Planning Associate (Remote Options) · National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or i ...
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Associate Director, Planning
4 weeks ago
Health Resources in Action Boston, United StatesWe are seeking a full-time · Associate Director, Strategic Planning & Facilitation · to join a growing team within our CBA Cluster focused on planning and organizational effectiveness. · Position Description: · The Associate Director will work collaboratively with a cross-disci ...
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CRA International, Inc. Boston, United StatesAbout Charles River Associates · For over 50 years, Charles River Associates has been a premier consulting firm that offers employees a place to learn from a diverse group of consultants, industry experts, and academics. At CRA you will be exposed to leading minds who use economi ...
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Associate Account Manager, Media Planning
1 week ago
DraftKings Boston, United StatesWe're defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. · Here, "impossible" isn't part of our vocab ...
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Associate Director, Clinical Demand Planning
2 weeks ago
Alexion Pharmaceuticals, Inc. Boston, United StatesThis is what you will do: · The Associate Director, Global Clinical Demand Planning is responsible for the support and evolution of a robust clinical demand planning function and capability for Alexion's rapidly growing and dynamic clinical pipeline. · This role uses analytical a ...
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Financial Planning Associate
4 weeks ago
Fanning Personnel Boston, United StatesWork with advisors on select group of clients to assess needs, goals, and planning issues. · Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM. · Coordinate the gathering of data from clients, att ...
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Space Planning Associate
1 week ago
SAS Retail Services Boston, United StatesHey detail-oriented person We handle product movement at retail. We display it, we move it, we track it; making sure stores and their product suppliers have the best opportunities for optimal sales. · Launching your merchandising career could be just one quick chat away. We're h ...
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Associate Director, Planning and Allocation
1 week ago
Wayfair Boston, United StatesAssociate Director, Planning and Allocation · Location: · Boston,Massachusetts · Category: · Physical Retail Corporate · Requisition ID: · 241709 · Share Job · Wayfair is a powerful brand with exceptional depth and breadth of product; we believe there is a white space in the ...
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Associate Director, Planning and Allocation
2 weeks ago
Wayfair Boston, United StatesWayfair is a powerful brand with exceptional depth and breadth of product; we believe there is a white space in the brick-and-mortar market to create a differentiated retail experience that showcases our online catalog and leverages our dynamic business model. The Associate Direc ...
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Associate Director, Financial Planning
2 weeks ago
Apogee Therapeutics Boston, United StatesRole Summary · We are seeking an Associate Director of FP&A. In this role, you will be an integral member of the Finance team as we build our FP&A capabilities. This position understands the business well, is highly analytical, and provides financial and strategic insights to en ...
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Senior Associate, Financial Planning
1 week ago
Gordon Brothers Boston, United States· The Senior Associate, Financial Planning & Analysis will be involved in all areas of our group wide budgeting, internal reporting & forecasting processes and profitability analysis, as well as executing and contributing to broader business initiatives. · The successful candid ...
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Associate Director Planned Giving
3 weeks ago
Suffolk University Boston, United StatesThe Associate Director, Planned Giving, will work in concert with Senior Advancement Staff and Major Gift Officers to build a program that creates an identity and commitment to Suffolk University. This position will identify and secure philanthropic support for the University wit ...
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Associate Account Manager, Media Planning
2 weeks ago
DraftKings Boston, United StatesWe're defining what it means to build and deliver the most extraordinary sports and entertainment experiences. Our global team is trailblazing new markets, developing cutting-edge products, and shaping the future of responsible gaming. Here, "impossible" isn't part of our vocabul ...
Estate Planning Associate - Boston, United States - Tandym Group
Description
A boutique law firm in Boston is looking for a mid-level Associate to join their growing Estate Planning team.
Responsibilities:
The Estate Planning Associate will be responsible for assisting with:
Qualifications:
Desired Skills: