We are looking for a dedicated Procurement Specialist to join our team in Boston, Massachusetts. This is a long-term contract position, ideal for someone who is detail oriented, has strong organizational skills, and possesses a background in purchasing and procurement processes. The role requires attention to detail, proficiency in Microsoft Office tools, and the ability to manage purchase orders effectively.<br><br>Responsibilities:<br>• Process and manage purchase orders with accuracy and efficiency.<br>• Handle procurement activities, including vendor communication and contract negotiations.<br>• Maintain detailed records of purchasing transactions and ensure compliance with company policies.<br>• Utilize Microsoft Office programs to create reports, track inventory, and support procurement operations.<br>• Collaborate with team members to optimize buying processes and identify cost-saving opportunities.<br>• Conduct market research to evaluate vendors and secure competitive pricing.<br>• Ensure timely delivery of goods and services by monitoring supplier performance.<br>• Assist in resolving discrepancies related to procurement and invoicing.<br>• Support the implementation of procurement policies and procedures to improve departmental efficiency.
<p>We are looking for an Accounting Specialist to join a dynamic team in the gretaer Marlborough MA area. This role is integral to the accounting department and involves collaborating across various functions to ensure accuracy and efficiency in financial operations. The ideal candidate will be detail-oriented, organized, and possess excellent communication skills to thrive in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payable by matching purchase orders to invoices, resolving discrepancies, coding transactions to the general ledger, and entering data into QuickBooks.</p><p>• Handle accounts receivable tasks such as posting deposits, conducting credit reference checks, making collection calls, and processing refunds.</p><p>• Prepare and issue invoices for sales and webstore orders, ensuring all purchase order details—quantities, pricing, freight costs, and shipping addresses—are accurate.</p><p>• Manage customer returns by tracking return merchandise authorizations (RMAs) for credits or refunds, monitoring the RMA log, and applying applicable restocking fees.</p><p>• Oversee offsite inventory, including issuing contracts, coordinating machine returns, and maintaining accurate records for trade shows, prototypes, repairs, and showroom units.</p><p>• Administer the company’s finance program by conducting credit checks, preparing finance agreements, sending reminders, and providing payment links.</p><p>• Order office supplies, manage cleaning services, and help organize annual office events such as holiday parties.</p><p>• Support check processing, maintain accurate filing systems, and distribute checks via mail as needed.</p><p>• Collaborate with the sales team and other departments to ensure smooth operations and timely resolution of issues.</p><p><br></p><p><strong><em><u>**This is an immediate need! If you have the skills and abilities required, please call me directly and immediately 508-205-2127 (Eric Lebow) **</u></em></strong></p>
<p>Are you looking for an entry level contract position at a renown financial real estate firm in downtown Boston, MA? If so this is an excellent opportunity for you! </p><p>This role requires 2 weeks onsite for training and then will transition to a fully remote position.</p><p><br></p><p>A team of 10 Data Entry Specialists will behired for a 2 month agreement to assist with data entry for tax returns (Jan 30th- March 30th)</p><p>If you have sharp data entry skills with attention to detail and knowledge of financial statements and MS Excel, we encourage you to apply!</p><p>No prior work experienced is needed!</p><p><br></p><p>Responsibilities:</p><p>• Complete tax return input tasks for lower-tier properties within the low-income housing tax credit industry.</p><p>• Participate in a 1-2 week onsite training program to gain proficiency in company systems and data mapping processes.</p><p>• Input schedule information swiftly and accurately into proprietary software as per company guidelines.</p><p>• Collaborate with the Investment Management Resource Team to address issues or questions related to tax return data.</p><p>• Maintain professionalism and adhere to deadlines, ensuring minimal absences during the critical project duration.</p>
<p>We are looking for an experienced Accounts Receivable Specialist to join our team on a contract basis in Manchester, New Hampshire. In this role, you will oversee essential invoicing, collections, and account reconciliation tasks to ensure smooth financial operations. The ideal candidate will bring expertise in managing receivables and demonstrate strong attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Generate and process daily invoices using ERP software, ensuring accuracy and timely completion.</p><p>• Conduct collections calls to recover outstanding payments while maintaining positive client relationships.</p><p>• Verify and monitor credit insurance limits on receivables to mitigate financial risk.</p><p>• Reconcile accounts to ensure accurate financial reporting and resolve discrepancies promptly.</p><p>• Manage billing functions efficiently, adhering to company policies and procedures.</p><p>• Collaborate with internal teams to address customer inquiries and resolve payment issues.</p><p>• Prepare reports on accounts receivable status and provide insights to support decision-making.</p><p>• Maintain compliance with financial regulations and company standards in all receivable processes.</p><p>• Identify opportunities to improve workflows and enhance the efficiency of accounts receivable operations.</p>
<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
<p>Nashua, NH - ON-SITE - Patient Access Specialist - 3rd Shift Position</p><p>Hours 11:00am-7:00pm - Multiple Openings </p><p><br></p><p>We are looking for a dedicated Patient Access Specialist to join our team in Nashua, New Hampshire. This Contract to permanent position focuses on ensuring seamless patient admissions and delivering exceptional service while adhering to organizational policies and regulatory standards. As part of the healthcare industry, this role plays a vital part in supporting patients and maintaining efficient processes.</p><p><br></p><p>Responsibilities:</p><p>• Accurately assign medical record numbers (MRNs) and verify medical necessity to ensure compliance with regulations.</p><p>• Deliver clear instructions to patients, collect insurance details, and process physician orders while maintaining a high level of customer service.</p><p>• Meet point-of-service collection targets and pre-register patient accounts by gathering demographic, insurance, and financial information through inbound and outbound calls.</p><p>• Explain and obtain signatures for consent and treatment forms, ensuring patients understand their rights and responsibilities.</p><p>• Verify insurance eligibility and input benefit data to support billing processes and enhance claims accuracy.</p><p>• Utilize software tools to identify potential non-payment issues for Medicare patients, distribute required forms, and provide necessary documentation.</p><p>• Conduct audits on patient accounts to ensure accuracy and compliance with quality standards, offering feedback to leadership as needed.</p><p>• Maintain a compassionate and detail-oriented approach in all patient interactions, aligning with organizational goals and customer service expectations.</p><p>• Provide patient education materials and ensure all required documentation is completed promptly and correctly.</p>
We are looking for a detail-oriented Data Entry Clerk to join our team in Waltham, Massachusetts. In this long-term contract role, you will ensure the accurate and efficient input of information into our systems while maintaining high standards of confidentiality and precision. This is an excellent opportunity to contribute to a non-profit organization and support its mission through meticulous data management.<br><br>Responsibilities:<br>• Enter data into organizational systems with accuracy and efficiency.<br>• Verify and cross-check information to ensure completeness and consistency.<br>• Maintain organized records and ensure data integrity across all platforms.<br>• Perform routine audits to identify and correct discrepancies.<br>• Handle sensitive information with confidentiality and professionalism.<br>• Collaborate with team members to improve data entry processes.<br>• Generate reports based on entered data when required.<br>• Meet deadlines while managing a high volume of data entry tasks.<br>• Stay updated on software tools and techniques to enhance productivity.
<p>We are looking for a skilled Medical Billing Specialist to join our team on a long-term contract basis. This role involves working with healthcare billing processes, reviewing insurance claims, and ensuring accurate coding practices. Based in York, Maine, this is a great opportunity for professionals seeking a challenging and rewarding position in the medical billing field.</p><p><br></p><p>Responsibilities:</p><p>• Manage the daily processing of medical claims, ensuring accuracy and compliance with billing regulations.</p><p>• Review hospital records and insurance documents to verify patient information and payment details.</p><p>• Utilize ICD-10 coding standards to correctly classify medical procedures and diagnoses.</p><p>• Handle approximately 30-40 accounts per day, maintaining efficiency and attention to detail.</p><p>• Collaborate with insurance providers to resolve claim discrepancies and secure timely reimbursements.</p><p>• Monitor account balances and follow up on collections as needed.</p><p>• Maintain proficiency in using medical billing software, including tools such as Cerner.</p><p>• Adapt to west coast hours to ensure alignment with team operations and client needs.</p><p>• Ensure compliance with healthcare regulations and company policies.</p><p>• Provide clear communication and updates on claim status to relevant stakeholders.</p>
<p>We are looking for a skilled Web Specialist to join our team. As part of this long-term contract position, you will play a pivotal role in maintaining, developing, and optimizing websites to ensure seamless user experiences. This role offers the opportunity to work on dynamic projects, leveraging your expertise in WordPress, front-end frameworks, and web analytics.</p><p><br></p><p>Responsibilities:</p><p>• Investigate and resolve website issues, including broken links and performance concerns, while performing regular content updates.</p><p>• Design and build new landing pages and expand existing sections within WordPress-based websites.</p><p>• Develop complete career-focused websites using advanced WordPress tools and front-end frameworks.</p><p>• Manage Git repositories, handle server configurations, and oversee site launches.</p><p>• Provide support for website-related inquiries, maintenance tasks, reporting, and analytics.</p><p>• Create custom WordPress themes and utilize actions, filters, and template hierarchies effectively.</p><p>• Work with SCSS, CSS3, and JavaScript to deliver responsive layouts, animations, and modular front-end structures.</p><p>• Utilize tools like npm for front-end builds and collaborate with project management platforms such as Figma and Monday.com.</p><p>• Conduct database queries and updates using MySQL and ensure data integrity.</p>
<p>*AP Specialist* My client is looking for a skilled Accounts Payable Clerk to join our finance team in Newton, Massachusetts. In this role, you will manage critical aspects of invoice processing, vendor payments, and financial recordkeeping to ensure smooth operations in a dynamic hospitality environment. The ideal candidate will bring strong organizational skills and attention to detail, thriving in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Process invoices accurately and in a timely manner, ensuring proper coding and adherence to company policies.</p><p>• Coordinate payment schedules and execute check runs to meet deadlines.</p><p>• Maintain vendor relationships by addressing inquiries and resolving payment discrepancies.</p><p>• Assist with journal entries and support month-end close activities.</p><p>• Reconcile bank statements to ensure accuracy in financial records.</p><p>• Monitor accounts payable aging reports and follow up on outstanding items.</p><p>• Contribute to the overall efficiency of the finance team by identifying process improvements.</p><p>• Collaborate with other departments to ensure seamless financial operations.</p><p>• Provide documentation and support for internal audits and compliance checks.</p>
We are looking for a skilled and detail-oriented Project Administrator (IT) to join our team in Quincy, Massachusetts. This long-term contract position offers an exciting opportunity to support operational efficiency and enterprise architecture processes within a dynamic IT environment. The ideal candidate will bring extensive experience in managing documentation, coordinating logistics, and ensuring the accuracy of deliverables across multiple initiatives.<br><br>Responsibilities:<br>• Coordinate and schedule architecture review meetings, including managing logistics and sending calendar invites.<br>• Gather and analyze requirements to support architecture review requests, ensuring clarity and completeness.<br>• Collaborate with architects and technical leads to oversee daily project activities and resolve issues promptly.<br>• Manage and track documentation, reporting, and tasks using tools such as SharePoint, Confluence, and Teams.<br>• Maintain and update templates and tracking systems for architecture review documentation.<br>• Compile and prepare review materials, including technical diagrams, presentations, and summary reports.<br>• Ensure operational workflows are streamlined and contribute to process improvement initiatives.<br>• Monitor and balance priorities across multiple concurrent projects, adapting to timelines and shifting demands.<br>• Create dashboards and reports using Tableau or other BI tools to facilitate data-driven decision-making.<br>• Uphold high standards of accuracy and attention to detail in all deliverables.
<p>We are looking for an experienced Business Analyst/Product Owner to join our team on a long-term contract basis in Quincy, Massachusetts. </p><p><br></p><p>Job Description:</p><p>The successful candidate will be responsible for defining planning and implementing technology solutions to achieve Collateral Management strategic directives and industry/regulatory mandates. The individual will be responsible for working with Business and Technology counterparts across global sites as a Product Owner / Sr. Business Analyst and use their knowledge of the business systems industry and system development lifecycle methodology to direct the execution of complex projects throughout their life cycle.</p><p><br></p><p>Objectives:</p><p>- Implement a comprehensive collateral management platform that services client needs drives simplification and reduces redundant collateral capabilities bank wide</p><p>- Implement optimization capabilities leveraging existing rules engines and designing executing an end-to-end process flow working with both the business and development teams by acting in the capacity of a Product Owner.</p><p>- Implement standard simplified data management and systems integration to ensuring flexible robust overall offering.</p><p><br></p><p>Major Responsibilities:</p><p>- Lead very complex and challenging business/system requirements working session by facilitating strategic user meetings.</p><p>- Work with business team to understand requirements and develop wireframes and articulate the vision to the development team and oversee end-to-end development lifecycle.</p><p>- Responsible for designing and executing an end-to-end data and process flow working with both the business and development team. Establishing end-to-end connectivity across the eco-system including SWIFT.</p><p>- Decompose abstract and complex details/concepts into business and functional requirements that can be understood by the stakeholders i.e. end users developers testers etc.</p><p>- Document project requirements and other project related documents with clear and concise language consistent with methodology framework.</p><p>- Work with the project team to develop and manage project plans including issue resolution and risk mitigation</p><p>- Consult with users developers testers and implementation specialists.</p><p>- Direct the development of end user training plans business level user acceptance test plans and implementation plans communicates to senior management and business representatives.</p><p>- Instruct guide and supervise project team in the resolution of issues risks and impediments.</p><p>- Partner with technology and business managers providing overall strategic leadership in developing and maintaining disciplined processes.</p><p>- Ensure governance with the project methodology standards documentation and approvals e.g. project artifacts tollgates etc.</p><p>- Manage participation from required stakeholders to ensure accurate deliverables</p><p>- Manage cross team dependencies with other business and IT areas.</p>
<p>We are looking for an experienced Senior Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will lead a talented group while providing expert guidance on tax matters for a diverse range of clients. This is an excellent opportunity to leverage your expertise in tax compliance, returns, planning, and research to deliver outstanding service and contribute to the growth of our practice.</p><p><br></p><p>For immediate consideration, please contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of accountants and managers to ensure accurate and efficient delivery of client services.</p><p>• Conduct comprehensive reviews of tax returns for C-Corporations, S-Corporations, partnerships, multi-state entities, and high-net-worth individuals.</p><p>• Supervise and direct team members, providing regular progress updates to senior leadership and partners.</p><p>• Coordinate proactive tax planning meetings with clients and ensure timely submission of tax filings.</p><p>• Apply a strong understanding of reporting requirements, including ASC 740 and other relevant standards.</p><p>• Perform in-depth tax research using tools such as Thomson Reuters Checkpoint and present findings to client management or boards.</p><p>• Build and maintain a reliable referral network to support business development efforts.</p><p>• Manage client relationships to deliver exceptional service and identify opportunities for additional engagement.</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>
<p>We are looking for a highly skilled Senior Accountant to join our dynamic team in Grafton, Massachusetts. This role is ideal for someone who excels in general ledger management, reconciliations, and P& L review. The successful candidate will play a key role in supporting business operations through expert accounting practices and collaborative teamwork.</p><p><br></p><p>For immediate consideration contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Manage the general ledger close process to ensure timely and accurate financial reporting.</p><p>• Prepare and review complex journal entries to maintain proper account balances.</p><p>• Perform comprehensive account reconciliations, including cash and balance sheet accounts.</p><p>• Monitor cash flow activities and create detailed forecasts to aid in operational decision-making.</p><p>• Assist with audits by preparing required documentation and addressing auditor inquiries.</p><p>• Contribute to budgeting and forecasting processes, offering insights and variance analyses.</p><p>• Collaborate with various departments to resolve accounting issues and support strategic initiatives.</p><p>• Ensure compliance with organizational policies and relevant regulatory standards.</p><p>• Identify opportunities to improve accounting procedures and strengthen internal controls.</p><p>• Mentor and guide less experienced accounting staff to enhance team performance and knowledge sharing.</p>
We are looking for a skilled Sr. Compliance Analyst to join our team on a contract basis in Medford, Massachusetts. This role requires someone who is detail oriented, with a strong background in compliance and project management, and who can ensure processes run smoothly and deadlines are met effectively. As part of the Information Security compliance team, you will play a key role in managing audits, policies, and risk-related activities.<br><br>Responsibilities:<br>• Oversee and coordinate the execution of audits, including maintaining compliance with relevant standards.<br>• Manage the organization's risk register and ensure its accuracy and timely updates.<br>• Prepare detailed minutes for risk committee meetings and follow up on action items.<br>• Develop and maintain policy dashboards to track compliance metrics and progress.<br>• Ensure team members remain on track with compliance requirements and deadlines.<br>• Facilitate the transition between audit phases, ensuring smooth execution of processes.<br>• Collaborate with the Information Security compliance team to align strategies and objectives.<br>• Maintain organization and efficiency within compliance projects, driving timely completion.<br>• Provide expert guidance on compliance practices to support team operations.
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>We are looking for a skilled Finance Manager to oversee financial planning, analysis, and reporting related to clinical trial costs. This long-term contract position is based in Burlington Massachusetts and requires someone with a strong background in financial management and strategic decision-making. The ideal candidate will bring extensive experience in financial modeling, reporting, and analysis to drive process improvements and support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the financial planning and analysis process for clinical trial costs, ensuring accuracy and strategic alignment.</p><p>• Provide expert consultation and strategic insights to project teams and functional leaders to guide decision-making.</p><p>• Develop and implement continuous improvements to financial systems and processes to enhance efficiency.</p><p>• Oversee month-end close activities, ensuring timely and accurate financial reporting.</p><p>• Create detailed financial models to forecast costs and evaluate key business metrics.</p><p>• Prepare comprehensive financial reports for stakeholders, highlighting trends and actionable insights.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational objectives.</p><p>• Monitor and analyze financial performance, identifying opportunities for cost optimization.</p><p>• Ensure compliance with financial regulations and organizational policies.</p><p>• Support the development of long-term financial strategies that align with company goals.</p>
<p>We are looking for a dedicated Marketing Coordinator to join our team in Woburn, Massachusetts. In this role, you will play a key part in supporting the Sales and Marketing teams, ensuring seamless operations and creating impactful marketing materials. This position requires a proactive individual who is skilled in a variety of software programs and thrives in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to the Sales Team, ensuring smooth daily operations.</p><p>• Develop and distribute weekly marketing packets to enhance outreach efforts.</p><p>• Coordinate and execute mail merges for rate guarantee and renewal letters during key marketing periods.</p><p>• Maintain and update prospect marketing packets to ensure accuracy and relevance.</p><p>• Oversee the bid process, collaborating closely with sales executives and underwriting teams.</p><p>• Manage the bid proposal calendar and prepare detailed bid proposal packets.</p><p>• Create and standardize branded templates for letterhead, PowerPoint, Word, and Excel for consistent team use.</p><p>• Assist with the creation and preparation of presentations for client and prospect meetings.</p><p>• Produce high-quality graphics for company use, including infographics, visual aids, and promotional materials.</p>
We are looking for a skilled Senior Business Analyst with extensive knowledge of Oracle Cloud Fusion Finance to play a pivotal role in supporting financial transformation projects. This individual will act as the bridge between Finance and IT, ensuring that Oracle Cloud solutions align with organizational objectives. As this is a long-term contract position, you will contribute to designing, implementing, and optimizing Oracle Fusion Finance modules.<br><br>Responsibilities:<br>• Collaborate with finance, accounting, and IT teams to gather and document detailed business requirements for Oracle Cloud Fusion Financial modules, including GL, AP, AR, FA, CM, and Tax.<br>• Assess and analyze current financial processes to identify areas for improvement using Oracle Fusion functionalities.<br>• Convert business requirements into functional specifications and configurations tailored for Oracle Cloud Fusion Finance.<br>• Drive or support activities such as configuration, testing, deployment, and post-implementation troubleshooting.<br>• Serve as a subject matter expert on Oracle Fusion Finance modules, offering guidance on functionality and best practices.<br>• Work closely with integration and data teams to ensure smooth connectivity between Oracle systems and external applications.<br>• Develop comprehensive training materials and provide hands-on support to end-users during training sessions.<br>• Address and resolve system issues, manage defects, and provide support for month-end and quarter-end financial close processes.<br>• Monitor Oracle Cloud updates and releases to evaluate their implications on business operations.
<p>Robert Half Legal Permanent Placement is looking for an experienced Attorney specializing in Trusts and Estates to join our client's team in Wellesley, Massachusetts. This role involves providing expert legal counsel to clients on estate planning, wealth transfer strategies, and trust administration. The ideal candidate will bring extensive experience in tax-efficient estate planning and a proven ability to manage complex legal matters. <strong>Some hybrid is available and must bring a book of business. Great company culture, no billable requirement and free parking. Significant quarterly and annual bonus opportunities. </strong></p><p><br></p><p>Responsibilities:</p><p>• Offer strategic advice to clients on estate planning, including wills, trusts, and charitable giving.</p><p>• Draft and review legal documents such as wills, trusts, and powers of attorney tailored to client needs.</p><p>• Guide fiduciaries through trust administration and probate processes while ensuring legal compliance.</p><p>• Analyze and address federal and state tax issues related to estate, gift, and generation-skipping transfers.</p><p>• Collaborate with financial advisors and accountants to develop holistic wealth management plans.</p><p>• Represent clients in probate court proceedings and resolve contested estate matters.</p><p>• Stay informed on evolving tax laws and estate planning regulations to provide updated legal strategies.</p><p>• Foster strong relationships with clients, ensuring their needs and expectations are met.</p><p>• Conduct thorough reviews of complex trust structures to ensure accuracy and effectiveness.</p>
