Estate Administration Attorney

The Agency Recruiting; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player in estate planning is seeking a dedicated Attorney to join their Boston team. This role requires 3 to 5 years of experience in estate administration, including probate filings and estate tax returns, serving a high net-worth client base. The ideal candidate will possess excellent communication and legal writing skills, with a keen attention to detail. You will work closely with Partners, guiding clients through complex legal processes while drafting essential estate planning documents. If you're passionate about making a difference in the lives of families and have the required qualifications, this opportunity is perfect for you.

Qualifications

• 3-5 Jahre Erfahrung in der Nachlassverwaltung und -abwicklung.
• Massachusetts Bar erforderlich.

Responsibilities

• Beratung von Mandanten durch den Nachlass- und Treuhandverwaltungsprozess.
• Erstellung von Nachlassplanungsdokumenten und Forschung zu rechtlichen und steuerlichen Fragen.

Skills

Kommunikationsfähigkeiten

Rechtschreibfähigkeiten

Fallmanagement

Erfahrung mit komplexer Nachlassverwaltung

Erfahrung mit der Erstellung von Nachlassdokumenten

Kenntnis von Nachlasssteuererklärungen

Education

Juris Doctor (JD)

LLM in Taxation

CPA mit Erfahrung in Nachlässen und Trusts

Job description

Position Description

Boston boutique estate planning law firm seeks a full time Attorney with 3 to 5 years of experience in estate administration and settlement including probate filings and estate tax returns for high net-worth client base. The Attorney will work directly with the Partners. The Attorney will meet with clients to guide them, and their families, through the probate and trust administration process. In addition to estate administration, the Attorney will work closely with members of the Firm to draft estate planning documents and research legal and tax issues associated with a wide range of cutting-edge planning strategies for high net-worth clients.

Expectations

1. Excellent communication and legal writing skills with a high level of attention to detail.
2. Excellent case management skills.
3. Experience with complex estate administration and probate pleadings.
4. Experience with drafting estate planning documents.
5. Experience with estate tax returns (Form 706), and gift tax returns (Form 709).
6. Three or more years of related work experience with a law firm, trust department, or similar environment preferred.
7. Network with other professionals.
8. Massachusetts Bar required.

Preferred LLM degree in Taxation with an emphasis in Estates and Trusts, or an attorney who is a CPA with Estates and Trusts experience.