Private Wealth Trusts & Estates Associate

Jobot; Boston (MA); On-site; USD 190,000 - 260,000; Full time

Job summary

Jobot is seeking a Trusts & Estates Associate with 3–5 years of experience in sophisticated estate planning and trust/estate administration. You will advise high-net-worth individuals, families, and fiduciaries on wealth transfer strategies, trust structuring, and related tax planning matters in a single-office environment.

Strong writing and drafting skills, solid academic credentials, and a track record in a private client practice are required.

Qualifications

• 3–5 years of experience in sophisticated estate planning and trust/estate administration.
• Advising high-net-worth individuals, families and fiduciaries on wealth transfer and related tax planning.
• Strong academic credentials and excellent writing/drafting skills.

Responsibilities

• Advise high-net-worth individuals on wealth transfer strategies, trusts and estate administration.

Skills

Estate planning

Drafting

Job description

Jobot is seeking a Trusts & Estates Associate with 3–5 years of experience in sophisticated estate planning and trust/estate administration. You will advise high-net-worth individuals, families, and fiduciaries on wealth transfer strategies, trust structuring, and related tax planning matters in a single-office environment.

Strong writing and drafting skills, solid academic credentials, and a track record in a private client practice are required.