Private Clients Partner

Verrill Dana LLP; Boston (MA); Hybride; USD 203 000 - 248 000; Plein temps

Avantages offerts par ce poste

Hybrid work schedule

Résumé du poste

Verrill Dana LLP seeks an experienced Private Clients partner in Boston, MA. The role focuses on complex estate planning, fiduciary representation, and wealth-transfer strategies for individuals and families.

Collaboration with advisors and growth of the Private Clients Group are essential. The candidate will work in a hybrid setting with in-office days and participate in client succession planning and fiduciary services.

Qualifications

• J.D. from ABA-accredited law school and MA State Bar in good standing or eligible for admission.
• 8+ years in estate planning, trust administration, and related tax matters.
• Proven ability to develop and manage client relationships and drive growth.
• Strong research, writing, and verbal skills; collaborative team player.

Responsabilités

• Lead counsel on complex estate planning, trust and estate administration, and fiduciary matters.
• Advise on sophisticated tax planning to preserve wealth and support succession.
• Oversee administration of complex estates and trusts through probate and settlements.
• Mentor associates and staff, contributing to growth of Private Clients Group.
• Maintain current knowledge of trusts, estates, tax law and regulatory developments.

Connaissances

Estate planning

Trust administration

Fiduciary law

Client relationships

Legal research

Written communication

Formation

Juris Doctor (J.D.)

Massachusetts State Bar admission

Outils

Westlaw

Bloomberg Tax

Description du poste

Private Clients Partner# Private Clients PartnerBoston Office - Boston, MA 02110## OverviewSalary Range$225,000.00 - $225,000.00 Salary/yearPosition TypeFull Time## DescriptionVerrill is seeking an experienced, partner-level attorney to join the Private Clients & Fiduciary Services Group in our Boston, Massachusetts office. As one of New England’s leading full-service law firms, Verrill offers the opportunity to do meaningful work alongside exceptional colleagues in a collaborative, supportive, and professional environment. We are committed to attracting talented individuals who are dedicated to excellence, client service, and continuous growth and development in their careers.**Position Overview and Responsibilities**Our Private Clients & Fiduciary Services Practice Group is among the most experienced in New England. Our attorneys work closely with individuals and families to understand the clients’ priorities and goals and their intentions for the legacies they wish to achieve. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and organizations, in all aspects of trust and estate work. The successful candidate will collaborate closely with attorneys and professional advisors while providing practical, client-focused counsel and contributing to the continued growth of the Private Clients & Fiduciary Services practice. Candidates must be able to work a hybrid schedule with at least four (4) in-office days per week.Responsibilities include, but are not limited to:* Serve as lead counsel on complex estate planning, trust and estate administration, fiduciary representation, and wealth transfer planning matters for individuals, families, business owners, and fiduciaries.* Advise clients on sophisticated estate, gift, generation-skipping transfer, income tax, and charitable planning strategies designed to achieve long-term wealth preservation, tax minimization and succession objectives.* Counsel individual and corporate fiduciaries on trust and estate administration, fiduciary duties, risk management, and compliance with applicable legal and tax requirements.* Oversee the administration of complex estates and trusts, providing strategic guidance throughout the probate and settlement process.* Supervise and review the preparation and filing of estate, gift, fiduciary income tax, and related tax returns, ensuring technical accuracy and compliance.* Collaborate with financial advisors, accountants, trust officers, and other advisors to develop and implement integrated client solutions.* Build, maintain, and expand trusted client relationships through exceptional service, strategic counsel, and responsiveness to evolving client needs.* Contribute to the growth of the firm's Private Clients Group through business development, networking, thought leadership, and cross-selling opportunities across practice areas.* Mentor and develop associates, trust and estate administrators, and other team members, fostering a collaborative and high-performing practice.* Stay current on developments in trusts and estates law, taxation, and related regulatory matters, and provide guidance to clients and colleagues on emerging issues.**Experience and Qualifications*** Juris Doctor (J.D.) degree from an ABA-accredited law school and active membership in good standing with the Massachusetts State Bar, or eligibility to obtain admission within a reasonable timeframe.* At least eight (8) years of experience in estate planning, trust and estate administration, and related tax matters.* Demonstrated success developing, managing, and expanding client relationships, with strong business judgment, leadership skills, and a commitment to exceptional client service.* Collaborative team player with a desire to mentor colleagues, work across practice groups, and identify opportunities for business growth.* Exceptional legal research, writing, drafting, and verbal communication skills, including proficiency with Westlaw, Bloomberg Tax and other legal research tools.* Strong analytical, critical thinking, and problem-solving abilities, with excellent attention to detail and the ability to manage multiple priorities and competing deadlines in a fast-paced environment.* Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), CCH (or comparable tax preparation software) and other related technology platforms.* Willingness to support senior attorneys in client succession planning efforts, including serving as a professional fiduciary.* Established practice with a portable book of business welcomed but not required.**Compensation and Benefits**The anticipated base salary for this position starts at $225,000. This is Verrill’s good faith estimate of the annual salary for the position at the time of this posting for the indicated location. Final base salary will be determined by several factors including, but not limited to skills, experience, job-related qualifications, and other market factors. This salary represents only one component of a comprehensive compensation and benefits package at Verrill.Verrill is an equal opportunity employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military status, protected veteran status, and other statuses protected by law.Applications will be reviewed in the order they are received, and the position will remain open until filled. If you need assistance with the application process, please reach out to the Talent Acquisition Team.