<p>We are looking for a highly skilled Senior Accountant to join our team in Burlington, Massachusetts. In this long-term contract role, you will play a key part in ensuring the accuracy and integrity of financial records through meticulous analysis, reconciliations, and reporting. This position offers an excellent opportunity to work in a dynamic environment and collaborate with a dedicated financial team.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough balance sheet reconciliations and perform detailed analyses across multiple legacy systems.</p><p>• Prepare and record journal entries while supporting month-end close activities.</p><p>• Manage fixed asset and lease accounting responsibilities, ensuring a seamless transition of lease-related tasks.</p><p>• Collaborate with the finance team to consolidate fixed asset data from various platforms, including NetSuite, Great Plains, and Excel.</p><p>• Assist in the implementation of Oracle GL, specifically focusing on the Fixed Assets module.</p><p>• Utilize advanced Excel functions, such as pivot tables and VLOOKUPs, to validate and reconcile financial data.</p><p>• Work independently and proactively as a senior-level resource, addressing challenges with a hands-on approach.</p><p>• Partner with team members to facilitate smooth knowledge transfer and operational continuity.</p>
We are looking for a detail-oriented Contracts Administrator to join our team in Allston, Massachusetts. In this role, you will oversee the preparation, management, and distribution of contracts, subcontracts, and related documentation while collaborating with various departments to ensure smooth project operations. This position requires strong organizational skills, accuracy, and the ability to meet deadlines in a fast-paced environment.<br><br>Responsibilities:<br>• Create, track, and distribute subcontracts, purchase agreements, and change orders using DocuSign.<br>• Organize and maintain digital records in DocuSign and other document management systems.<br>• Provide training to project managers and assistant project managers on contract processes.<br>• Draft exhibits, coversheets, and other documentation for owner contracts using specialized software.<br>• Log, file, and distribute owner contracts through ProCore.<br>• Collaborate with project managers and accounting teams to collect necessary contract information.<br>• Schedule and coordinate job status reviews for senior management.<br>• Occasionally assist with reception desk tasks as needed.<br>• Perform additional duties as required to support team operations.
<p>Robert Half's client in Worcester MA is looking for an experienced HR Generalist to support their team within the non-profit space for a 3-4 month engagement!</p><p><br></p><p>Responsibilities:</p><p>- Recruitment & Onboarding</p><p>- Employee Records & Compliance</p><p>- Benefits/regulations & Payroll Support</p><p>- Employee Relations & Support</p><p>- Other duties as assigned</p><p><br></p><p>**Paylocity experience is a plus!</p><p><br></p><p>Start Date: December 15th</p><p>Duration: ~3-4 months (could extend)</p><p>Hours: 30 hours per wk | 9am-2pm (M-F)</p><p>Work Type: On-site</p><p>Pay Rate: $25-$30</p><p><br></p><p>If interested, APPLY NOW!</p>
We are looking for an Accounts Payable Coordinator to join our team at a mission-driven nonprofit organization in Concord, New Hampshire. This role offers an excellent opportunity for individuals seeking to grow their accounting skills while contributing to meaningful work. The ideal candidate will oversee the full accounts payable cycle, maintain vendor records, and ensure compliance with financial procedures.<br><br>Responsibilities:<br>• Manage the full cycle of accounts payable, including invoice entry, check runs, and electronic funds transfers (EFTs).<br>• Maintain accurate vendor information and records within the accounting system.<br>• Track credit card receipts from staff and prepare monthly expense journal entries.<br>• Respond to inquiries related to accounts payable and resolve any discrepancies.<br>• Oversee petty cash management and ensure proper documentation.<br>• Process stop payments for lost checks and address issues with stale-dated checks.<br>• Ensure compliance with 1099 reporting and year-end financial processes.<br>• Create Pre Note files for direct deposit setups and perform related administrative tasks.<br>• Assist with additional accounting duties as assigned.
<p>Join a growing, collaborative organization in Sturbridge that values fresh ideas, efficiency, and a strong accounting foundation. We’re seeking a motivated <strong>Staff Accountant</strong> who enjoys taking ownership, improving processes, and contributing to the overall success of the finance team. This role offers a great blend of autonomy, impact, and professional growth.</p><p>In this position, you’ll manage the full <strong>Accounts Payable</strong> process and have the opportunity to identify and implement improvements that enhance efficiency and accuracy. While <strong>Accounts Receivable</strong> is minimal, a working knowledge of AR will help you support the team as needed. You’ll play a key role in the <strong>month-end close</strong>, assisting with GL coding, performing daily and monthly reconciliations, and analyzing revenue and balance sheet accounts to quickly identify and resolve discrepancies.</p><p>You will also support the <strong>audit process</strong>, help code and maintain the <strong>fixed asset and prepaid expense budgets</strong>, and manage the <strong>annual 1099 reporting</strong>—including gathering vendor information, ensuring documentation accuracy, and preparing and distributing 1099 forms.</p><p>If you thrive in an environment where your ideas are welcomed, your work is valued, and your contributions make a difference, this is an excellent opportunity to take the next step in your accounting career.</p><p><br></p><p>For immediate consideration please call Allison Brown at 508.205.2121</p>
<p><strong>Job description/Duties: </strong>Under the direction of the Chief Financial Officer (CFO), you will be responsible for preparing and processing weekly payroll for Campion's two companies.</p><ul><li> Prepare and process weekly payroll in efficient, accurate, and prompt manner. Process manual checks when necessary. Distribute and mailing of paycheck information and company attachments as appropriate.</li><li>Process changes to employee records into payroll and timekeeping systems, including regularly auditing data for accuracy.</li><li>Run and save weekly payroll reports into network drives by deadlines provided by management, printing reports as requested.</li><li>Create time off balance reports in the payroll system verifying that balances are correct.</li><li>Input agency hours into the CMS Payroll Based Journal on a weekly basis.</li><li>Assist with coordinating and reviewing all quarterly QAPI reports of the business office to allow for timely CFO approval prior to submission deadlines. Prepare employee turnover and K checks, QAPI & quarterly documentation.</li><li>·With the assistance of the CFO, maintain the accounting responsibilities of Campion’s vehicles including purchasing/retiring of vehicles. Responsible for the coordination with our insurance company, including the filing of accident reports.</li><li>Assist in the preparation/coordination of other financial reporting and analysis as requested by the CFO, Assistant Controller, management, government agencies and external audit firms.</li><li>Assist in coordination of year-end audit requirements under the direction of the assistant controller.</li><li>Assist CFO/Assistant Controller with the development and implementation of information-based technology.</li><li><strong>Provide professional reception for all guests, visitors, and appointments.</strong></li><li><strong>Answer all phone calls in a pleasant, professional, courteous , and thoughtful manner.</strong></li><li><strong>Order office supplies as requested by staff and residents.</strong></li><li><strong>Sort and distribute incoming mail, packages, gifts, and flowers.</strong></li><li><strong>Professionally type all reports, correspondences, calendars, and notifications as directed.</strong></li><li><strong>Maintain Campion's vehicle registrations and keep auto insurances up to date with vehicle fleet and driver information.</strong></li><li><strong>Backup support to all business office functions including: accounts payable, and general accounting support as appropriate</strong>.</li><li>Perform additional duties as requested or assigned by the CFO or Executive Assistant to the Superior as requested.</li></ul><p><strong>**For immediate consideration, please call me immediately and directly 508-205-2127** Eric Lebow</strong></p>
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our client in the construction industry in Johnston, Rhode Island. This role is critial in managing financial transactions and ensuring the accuracy of accounts payable processes across various projects. You will collaborate closely with project teams and vendors to maintain seamless operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Accurately processes invoices, credit card receipts, and cash disbursements.</p><p>• Delegate appropriate job and cost coding to financial documents to ensure proper tracking.</p><p>• Maintain organized and accurate records within the accounting system.</p><p>• Collaborate with project managers and vendors to resolve discrepancies and ensure timely payments.</p><p>• Conduct regular check runs and verify payment details.</p><p>• Assist with tracking and reconciling accounts payable transactions across multiple projects.</p><p>• Monitor and manage the accounts payable cycle to meet deadlines and financial objectives.</p><p><br></p>
We are looking for an experienced ERP/CRM Consultant to join our team on a contract basis in Portsmouth, Rhode Island. In this role, you will play a critical part in supporting our digital transformation efforts, focusing on the implementation and integration of advanced systems such as Windchill and other design-related software. This position offers an exciting opportunity to collaborate with multidisciplinary teams and contribute to the modernization of legacy designs and processes.<br><br>Responsibilities:<br>• Review, clean up, and submit engineering designs into the system to ensure accuracy and consistency.<br>• Utilize Windchill software to create and manage Bills of Materials (BOMs), design components, and engineering structures.<br>• Collaborate closely with the design, engineering, and manufacturing teams to implement updated designs and resolve discrepancies.<br>• Conduct detective work to locate missing components and integrate legacy designs into new systems.<br>• Support the transition to new digital platforms, ensuring compatibility and communication between all components.<br>• Assist in the implementation of advanced software systems, including Windchill, to streamline design and service management processes.<br>• Work with engineers to gather feedback and ensure designs align with project specifications and requirements.<br>• Use CAD software, such as AutoCAD and PTC Creo, to draft and refine architectural and manufacturing designs.<br>• Document processes and maintain organized records of design updates and system integrations.<br>• Provide expertise in computer-aided design and engineering tools to enhance project outcomes and efficiency.
We are looking for a highly experienced Principal Solutions Architect III to join our team in Providence, Rhode Island. In this role, you will lead the design and implementation of data security frameworks, focusing on safeguarding data across its lifecycle within a hybrid work environment. This long-term contract position offers an exciting opportunity to work on cutting-edge technologies such as AI-driven data security practices, encryption for data pipelines, and modern compliance tools.<br><br>Responsibilities:<br>Develop and manage data protection strategies for structured, semi-structured, and unstructured data, ensuring alignment with legal, regulatory, and business requirements.<br>Oversee the deployment and configuration of Azure Purview for data classification and insider risk management policies.<br>Lead the secure implementation of AI data pipelines, vector databases, and other advanced technologies, exploring methods such as fully homomorphic encryption and differential privacy.<br>Create and execute plans for legacy data de-duplication, archiving, and migration, optimizing lifecycle policies and addressing long-term retention risks.<br>Provide guidance to product teams and AI/ML engineers by developing security patterns, conducting threat modeling, and authoring operational playbooks.<br>Evaluate and integrate external tools for data discovery, monitoring, and tokenization, driving automation for classification and response.<br>Define strategies and architecture for secure data handling and implement data incident protocols and response playbooks.<br>Collaborate with cross-functional teams, including Security Engineering, Data Governance, Cloud Operations, and AI/ML teams, to ensure comprehensive data security.<br>Conduct regular assessments and updates to the data protection framework to address evolving cybersecurity threats and compliance standards.<br>Ensure all work complies with organizational policies, standards, and cybersecurity best practices.
<p>We are looking for a meticulous Legal Billing Specialist to join a firm's team on a contract basis in Salem, Massachusetts. In this role, you will focus on managing billing processes, ensuring accuracy, and maintaining strong communication with clients. This position requires a proactive and organized individual with excellent customer service skills.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage the firm's billing, ensuring accuracy and timeliness.</p><p>• Collaborate with attorneys and associates to address billing inquiries and requests.</p><p>• Contact clients to provide updates on retainer balances and handle billing-related communications.</p><p>• Coordinate weekly billing cycles, ensuring all tasks are completed efficiently.</p><p>• Maintain and update billing records using Bill4Time software.</p><p>• Monitor and track billing data to ensure compliance with firm policies.</p><p>• Identify and resolve discrepancies in billing processes.</p><p>• Provide exceptional customer service through clear and effective communication.</p><p>• Support the firm with additional administrative billing tasks as needed.</p>
<p>Our client is a Community Bank 20 minutes outside of Boston, rapidly growing and looking to add to the team.</p><p><br></p><p>I’m excited to be recruiting for a Business Development Officer — a key role focused on driving deposit growth, building strong client relationships, and expanding the bank’s presence in the community.</p><p><br></p><p>The position centers on proactive outreach, collaborating with commercial lending and retail teams, and developing solutions that support both customer needs and business goals. This role also contributes to strategic planning, supports branch leadership, and represents the organization through community involvement.</p><p><br></p><p><br></p>
We are looking for an organized and detail-oriented Accounting Clerk to join our team in South Hamilton, Massachusetts. This is a long-term contract position that offers an excellent opportunity to contribute to financial operations while enhancing your accounting skills. The role requires precision, efficiency, and the ability to handle multiple tasks in a dynamic environment.<br><br>Responsibilities:<br>• Process accounts payable invoices and expense reports with accuracy using the organization's accounting system.<br>• Handle credit card statements and ensure proper documentation and reconciliation.<br>• Support gift processing activities by managing donations through Raisers Edge.<br>• Perform data entry tasks and utilize Microsoft Excel to maintain accurate financial records.<br>• Assist with general administrative duties as needed to support the accounting department.
<p>Robert Half is looking for a skilled Health Information Clerk to join our team in a contract opportunity for a premier healthcare client. The Health Information Clerk will be responsible for metrics based records processing <strong><u>onsite</u></strong> in Lawrence, MA. This contract-to-hire opportunity is an excellent role for candidates with high attention to detail and previous high-volume experience. Apply to become a Health Information Clerk today!</p><p><br></p><p>Responsibilities:</p><ul><li>Imaging, indexing, scanning clinical documentation.</li><li>Processing birth certificates.</li><li>Maintain metrics of pages per hour and records per day.</li></ul><p><br></p>
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Cambridge, Massachusetts. This position is entirely onsite and requires exceptional organizational skills to manage daily operations effectively. As the face of our company, you will play a key role in ensuring smooth communication and welcoming experiences for all guests and visitors.<br><br>Responsibilities:<br>• Create and manage work orders to ensure operational efficiency.<br>• Serve as the primary contact for greeting and checking in guests attending events.<br>• Issue visitor badges and maintain accurate records of guest access.<br>• Provide parking passes to visitors as required.<br>• Answer and direct calls using a multi-line phone system.<br>• Maintain clear and timely email correspondence with clients and internal teams.<br>• Organize files and documents to ensure easy retrieval and secure storage.<br>• Schedule appointments and manage calendars to support team operations.<br>• Utilize Microsoft Office tools, including Excel, Outlook, and Word, for administrative tasks.<br>• Deliver excellent customer service by addressing inquiries and resolving concerns promptly.
We are looking for a dedicated and detail-oriented Legal Assistant to join our team in Boston, Massachusetts. This is a long-term contract position within the financial services industry, offering an exciting opportunity to support compliance and legal operations. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office applications, and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Coordinate and manage calendars, including scheduling and organizing meetings with senior executives and their assistants.<br>• Draft and format internal policies, procedures, memos, and client communications using Microsoft Word.<br>• Analyze and manage large datasets in Excel by using functions like V-lookup, pivot tables, and formulas.<br>• Convert image-based and proprietary files into searchable digital formats for efficient document management.<br>• Maintain and update electronic client files while ensuring compliance with client guidelines.<br>• Support the Compliance Group by managing checklist review processes, including initiating checklists, organizing backup folders, and escalating issues as needed.<br>• Assist the Trading Compliance Group with preparing materials for client certifications and reviewing trade surveillance reports to identify and escalate exceptions.<br>• Ensure all tasks and projects are completed accurately and within established deadlines.
We are looking for an experienced ERP/CRM Consultant to support a long-term contract position based in Boston, Massachusetts. This role involves contributing to the integration of advanced tools into existing systems while ensuring operational excellence. Ideal candidates will have a collaborative mindset and a strong foundation in CRM systems, data integrations, and product management.<br><br>Responsibilities:<br>• Collaborate with stakeholders to gather requirements and translate them into detailed user stories.<br>• Assist in testing processes to ensure smooth functionality and high-quality system performance.<br>• Participate in the integration of new tools into Microsoft Dynamics CRM to enhance data management capabilities.<br>• Work closely with the implementation lead to define team responsibilities and project goals.<br>• Analyze existing systems to identify areas for improvement and recommend changes.<br>• Facilitate communication between cross-functional teams to ensure alignment and progress.<br>• Provide ongoing support to maintain system operations unrelated to the integration project.<br>• Gain a comprehensive understanding of the new systems and assist in implementation strategies.<br>• Identify and resolve any issues during the integration process.<br>• Assist in managing large data models and cloud integrations effectively.
<p>Robert Half's marketing & creative client is looking for a Production Designer for a 4-month contract beginning early January 2026. This is a hybrid, 30 - 37.5 hour-per-week opportunity; candidates must be willing and able to work onsite in 2 - 3 days-per-week in Boston. The Production Designer will be responsible for updating a variety of print and digital materials as part of a large brand update and ensure consistency across deliverables.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Update and adapt design templates and brand “looks” for new projects</li><li>Ensure all visual assets adhere to brand guidelines and maintain consistency across channels</li><li>Prepare production-ready files for digital and print mediums</li><li>Collaborate with designers, copywriters, and marketing teams to meet project requirements and deadlines</li><li>Perform quality checks on layouts, typography, and imagery before delivery</li><li>Manage multiple projects in a fast-paced environment while maintaining attention to detail</li></ul>
<p>Robert Half's marketing & creative client is looking for a Digital Marketing Specialist for a 3 - 6+ month contract in Boston. This is a 37.5 hour-per-week opportunity; ideally the client would prefer a hybrid work model, but can accommodate remote work (ET hours required). The Digital Marketing Specialist will support email and social media marketing efforts. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Build, edit, and maintain marketing campaigns and emails within Marketo</li><li>Organize and archive campaigns, automations, and digital assets for efficiency</li><li>Create and schedule engaging social media content</li><li>Create simple marketing visuals, including social graphics and email banners, using Canva or similar tools</li><li>Collaborate across teams to support digital marketing strategies and streamline content workflows</li></ul><p><br></p>
<p>Our client, a globally recognized, complex and diverse nonprofit organization in the Boston Area, is searching for a unique non-profit accounting professional. This newly-created role will own the grants accounting function for the organization. Focus is primarily on state and private grants (minimal federal funding involvement), tracking revenue and compliance, as well as reporting and analysis necessary for successful financial strategy for the organization.</p><p><br></p><p>Great leadership team that is looking to mentor the right person. You can be a strong Senior Grants Accountant that might be ready for the ownership role., but the role takes on a Mgr/SrMgt level of responsibility, being the grants acctg expert in the org. Great visibility and opportunity to build out the function and implement best practices. This role is not just the grant administration work; it owns the actual hands-on accounting for the grants/revenue/ASC606 and ASC958/forecasts etc.</p><p><br></p><p>The role is on site 4 days in a great location, free parking, while offering outstanding flexibility as well as work/life balance. </p><p><br></p><p>Compensation is $125-150k with outstanding benefits and paid time off. (well above average)</p><p><br></p>
We are looking for a skilled and motivated Associate to join our team in Boston, Massachusetts. The ideal candidate will bring expertise in commercial lending, real estate finance, and loan workout transactions. This role offers the opportunity to work in a hybrid environment while contributing to our dynamic and collaborative legal practice.<br><br>Responsibilities:<br>• Draft and review loan documentation in alignment with lender credit approval requirements.<br>• Conduct due diligence, including necessary searches, and analyze results to ensure compliance.<br>• Review and negotiate title insurance policies for real estate collateral on behalf of lenders.<br>• Ensure proper perfection of security interests in personal property collateral under the Uniform Commercial Code.<br>• Collaborate with borrowers' legal counsel and third parties to negotiate loan agreements.<br>• Examine and interpret organizational and authority documents related to transactions.<br>• Prepare and negotiate agreements such as Subordination, Non-Disturbance, and Attornment Agreements for commercial real estate tenants.<br>• Develop and review zoning and land use opinions for real estate collateral transactions.<br>• Draft and negotiate participation, syndication, and intercreditor agreements with other lenders.<br>• Assist in preparing forbearance, loan modification, and settlement documents for loan workouts.
We are looking for an experienced Attorney with a strong background in immigration law to join our team in Boston, Massachusetts. This Contract-to-Permanent position offers an opportunity to manage a diverse range of cases, including family immigration, work visas, and removal proceedings. Ideal candidates are bilingual in Spanish and possess excellent communication and organizational skills.<br><br>Responsibilities:<br>• Manage a high volume of immigration cases from initiation to resolution, ensuring compliance with legal standards.<br>• Represent clients in family immigration matters, work visa applications, and removal proceedings.<br>• Prepare and draft legal motions, briefs, and other documentation necessary for case progression.<br>• Conduct thorough discovery processes to gather and analyze case evidence.<br>• Provide expert legal advice and guidance to clients on immigration law and procedures.<br>• Collaborate with other legal professionals to ensure efficient case management and resolution.<br>• Maintain detailed case records and documentation to support legal proceedings.<br>• Utilize bilingual Spanish skills to effectively communicate with clients and stakeholders.<br>• Stay updated on changes and developments in immigration laws and policies.<br>• Advocate on behalf of clients in administrative and judicial hearings when necessary.
<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
<p><em><u>Associate – ESG & Portfolio Analytics </u></em></p><p><strong>Growing Private Equity Firm </strong></p><p> </p><p>Growing Private Equity firm in the Boston area is looking to expand its ESG and Portfolio Analytics team by adding a motivated Associate. With a 4-day in-office schedule, this role strikes the perfect balance between independence and collaboration AND the opportunity to get into the PE industry.</p><p> </p><p><strong>What You'll Be Doing:</strong></p><p>Collaborating with the elite ESG and Portfolio Analytics team to analyze and manage data across environmental, social, and governance (ESG) metrics while driving improvements across the portfolio.</p><p>Contributing to broader portfolio performance initiatives, encompassing operational, financial, and technical data analysis.</p><p>Applying advanced analytics, creating dashboards, and preparing executive-level presentations to communicate insights effectively.</p><p>Engaging with leadership teams to deliver actionable recommendations and innovative solutions.</p><p>NOTE: this role, although offering some amazing experience, is NOT designed to be a springboard to the deals side of the firm.</p><p> </p><p><strong>What's Offered:</strong></p><p><strong>Compensation:</strong> targeting $135K base salary with performance-based bonus; total cash comp target $150k +/-</p><p><strong>Benefits:</strong> Comprehensive package designed to support your health, financial wellness, and work-life balance.</p><p><strong>Growth Potential:</strong> Direct interaction with leadership, creating opportunities for visibility and professional development. Great mentoring from above.</p><p> </p>
We are looking for a skilled Associate to join our dynamic law firm located in Newton Centre, Massachusetts. This is an excellent opportunity for a motivated attorney with 2-5 years of litigation experience to work on diverse cases alongside experienced partners. The role involves handling a variety of legal matters, including client development and litigation responsibilities.<br><br>Responsibilities:<br>• Manage a personal caseload involving complex legal disputes across various practice areas.<br>• Collaborate with partners to strategize and execute litigation plans.<br>• Draft and file legal documents, including motions and memoranda, to support case objectives.<br>• Conduct and defend depositions, ensuring thorough preparation of clients.<br>• Represent clients in court hearings, trials, and mediations with professionalism and expertise.<br>• Engage in discovery processes, including preparing and responding to written discovery.<br>• Provide comprehensive legal advice and updates to clients, maintaining strong communication.<br>• Analyze insurance coverage and handle related litigation matters.<br>• Assist in developing client relationships and contributing to business development efforts.
We are looking for a highly skilled senior attorney to join our Private Clients Practice Group in Boston, Massachusetts. This role focuses on estate and trust administration for high-net-worth clients, combining legal expertise with excellent client service. If you thrive in a collaborative environment and are passionate about estate law and related tax matters, this position offers an opportunity to make a meaningful impact.<br><br>Responsibilities:<br>• Manage estate and trust administration processes for high-net-worth clients, ensuring compliance with legal and financial regulations.<br>• Handle probate court procedures, including filings and representation, with meticulous attention to detail.<br>• Prepare and review estate and gift tax returns, ensuring accuracy and adherence to current tax laws.<br>• Facilitate trust distributions, including complex transactions to and from trusts.<br>• Provide expert guidance on estate, gift, and fiduciary income tax matters, including strategic planning and execution.<br>• Collaborate with clients and internal teams to deliver tailored solutions that meet individual estate planning needs.<br>• Maintain up-to-date knowledge of Massachusetts probate court procedures and apply this expertise effectively.<br>• Offer strategic advice and counsel to clients, demonstrating strong communication and problem-solving skills.<br>• Work closely with colleagues in a team-oriented environment to ensure high-quality service delivery.<br>• Contribute to the firm’s growth and innovation by identifying opportunities for process improvement and client engagement.
