Estate Planning Associate (4+ Yrs Exp)

Jobot; Boston (MA); Hybride; USD 150 000 - 250 000; Plein temps

Résumé du poste

Jobot in the Boston area seeks a Trusts & Estates Associate Attorney for a hybrid schedule. You will manage estate planning matters for high-net-worth clients, draft wills and trusts, and work with a skilled team to implement planning strategies.

Required: 4+ years in estate planning, MA Bar admission; preferred LL.M. in Taxation and excellent communication. Opportunity for partnership and professional growth.

Qualifications

• Minimum of 4 years of experience in estate planning and estate administration.
• LL.M. in Taxation preferred.
• Admission to the Massachusetts Bar is required.
• Strong interpersonal and client-service skills.
• Excellent written and verbal communication skills.

Responsabilités

• Independently manage estate planning matters for high-net-worth individuals and families.
• Draft wills, trusts, and related documents tailored to tax and non-tax goals.
• Collaborate with a team of 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 advisors to provide high-level service and guidance.
• Manage deadlines effectively and ensure timely delivery of services while maintaining quality.

Connaissances

Interpersonal skills

Written and verbal communication

Team collaboration

Client service

Ability to manage deadlines

Formation

LL.M. in Taxation

Massachusetts Bar admission

Description du poste

Growing Boston Law Firm - Hybrid Schedule

Salary: $150,000 - $250,000 per year

A bit about us

We are a boutique law firm focused on delivering personalized and comprehensive legal services in areas such as estate planning, probate, and trust administration. Our team is committed to guiding individuals and families through complex legal matters with clarity and care. We combine deep expertise with a client-first approach to create tailored solutions for every situation.

Why join us

• 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.

Job Details

Trusts & Estates Associate Attorney

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.

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy