Estate Planning Associate (4+ Yrs Exp)

Jobot; Boston (MA); Hybrid; USD 145,000 - 225,000; Full time

Benefits offered by this job

Hybrid Work Schedule

Partnership Track

Collaborative Team

Professional Development

High-Quality Clientele

Job summary

Jobot in Boston is seeking a Trusts & Estates Associate Attorney to handle estate planning and probate matters for high-net-worth clients. The role mixes in-office collaboration with remote work in a hybrid schedule.

The ideal candidate has at least 4 years of estate planning experience, an LL.M. in Taxation is preferred, and admission to the Massachusetts Bar is required. You will work with a skilled team to craft sophisticated planning strategies and ensure timely, compliant service.

Qualifications

• minimum four years of experience in estate planning and administration.
• LL.M. in Taxation is preferred.
• strong interpersonal and collaborative skills.
• excellent written and verbal communication.
• ability to manage a caseload independently and meet deadlines.
• Massachusetts Bar admission is required.

Responsibilities

• Independently manage estate planning for high-net-worth individuals and families.
• Draft wills, trusts, and related documents to meet tax and non-tax goals.
• Collaborate with a team of attorneys to implement planning strategies.
• Handle estate administration and probate matters with compliance.
• Maintain client communication and provide high-level guidance.
• Meet deadlines while delivering quality services.

Skills

Estate planning

Estate administration

Client communication

Collaboration

Time management

Education

LL.M. in Taxation

Massachusetts Bar admission

Job description

Job Details

• Growing Boston Law Firm - Hybrid Schedule
• Role: Trusts & Estates Associate Attorney
• Salary: $145,000 - $225,000 per year
• Work Schedule: Hybrid Schedule (in-office and remote)

Responsibilities

• Independently manage estate planning matters for high-net-worth individuals, multi-generational families, and business owners.
• Draft sophisticated estate planning documents, including wills, trusts, and related documents, tailored to achieve clients' tax and non-tax goals.
• Collaborate with a team of skilled attorneys to design and implement sophisticated planning strategies.
• Handle estate administration and probate matters, ensuring compliance with relevant laws and regulations.
• Communicate regularly with clients and their advisors to provide high-level service and guidance.
• Manage deadlines effectively and ensure timely delivery of services while maintaining quality.

Qualifications

• Minimum of 4 years of experience in estate planning and estate administration.
• LL.M. in Taxation preferred.
• Strong interpersonal skills and ability to work collaboratively with clients and team members.
• Excellent written and verbal communication skills.
• Ability to manage a caseload independently while meeting deadlines and maintaining client satisfaction.
• Admission to the Massachusetts Bar is required.

Perks

• Hybrid Work Schedule: Enjoy the flexibility of a hybrid work environment, balancing in-office collaboration with remote work.
• Partnership Track: We offer a clear and attainable path to partnership, providing opportunities for growth and career advancement.
• Collaborative Team: Work alongside a team of highly skilled attorneys, learning and growing in a supportive, collegial environment.
• Professional Development: We encourage continuous learning and development, ensuring you have the resources and opportunities to expand your expertise.
• High-Quality Clientele: Work with high-net-worth individuals, multi-generational families, and business owners, addressing complex estate planning needs.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.