Senior Associate / Counsel – Private Client

William James Recruitment; Boston (MA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Life Insurance

Paid Time Off

Hybrid work arrangement

Job summary

Senior Associate / Counsel - Private Client in Boston, MA, hybrid role within a renowned Private Wealth practice. You will advise ultra-high net worth individuals and families on sophisticated estate planning and wealth transfer, and draft advanced estate planning documents.

The ideal candidate has at least three years of experience in estate planning and gift/estate tax analysis, with strong drafting skills and sound professional judgment, collaborating with in-house investment and trust teams

Qualifications

• Minimum of three years' experience in sophisticated estate planning and gift and estate tax analysis.
• Strong tax drafting skills and excellent professional judgment.

Responsibilities

• Advising ultra-high net worth individuals and families on sophisticated estate planning and wealth transfer matters.
• Drafting sophisticated estate planning documents.
• Advising on lifetime gifts and gift and estate tax matters.
• Handling estate and trust administration matters.
• Advising family businesses and charitable organisations.
• Assisting with philanthropic planning and charitable matters.
• Working closely with in-house investment and trust administration professionals.
• Building and maintaining strong, long-term client relationships.

Skills

Estate planning

Gift tax analysis

Tax drafting

Client relations

Job description

Senior Associate / Counsel - Private Client

Boston, Massachusetts | Hybrid

This is an exciting opportunity for an experienced Private Client lawyer to join a highly regarded Private Wealth practice in Boston, advising a sophisticated and established ultra-high net worth client base.

Our client is seeking an experienced Estate Planning Attorney to join a high-touch private client team, providing tailored estate planning, wealth transfer, philanthropic and tax planning advice to ultra-high net worth individuals and families.

The ideal candidate will have a minimum of three years' experience in sophisticated estate planning and gift and estate tax analysis, with strong tax drafting skills and excellent professional judgement.

The role will include:

• Advising ultra-high net worth individuals and families on sophisticated estate planning and wealth transfer matters
• Drafting sophisticated estate planning documents
• Advising on lifetime gifts and gift and estate tax matters
• Handling estate and trust administration matters
• Advising family businesses and charitable organisations
• Assisting with philanthropic planning and charitable matters
• Working closely with in-house investment and trust administration professionals
• Building and maintaining strong, long-term client relationships

The Benefits and How to Apply

• Highly competitive and negotiable salary, dependent on experience
• Hybrid working arrangement
• Life Insurance
• Paid Time Off