Trusts & Estates Associate — Hybrid, Private Wealth

William James Recruitment; Boston (MA); Hybrid; USD 140,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Professional development opportunities

Job summary

William James Recruitment is helping a highly regarded US law firm in Boston locate a Trusts & Estates Associate with 3–4 years of experience to advise high-net-worth individuals and families on sophisticated estate planning, wealth preservation and tax planning matters.

The role offers exposure to complex private wealth matters, collaboration with a broad team, and a hybrid working arrangement with a competitive salary based on experience.

Qualifications

• 3–4 years of trusts and estates experience.
• Experience advising high-net-worth clients on estate planning and related tax matters.
• Strong drafting, analytical and communication skills.
• Massachusetts Bar admission, or eligibility and willingness to obtain admission.

Responsibilities

• Advise high-net-worth individuals and families on estate planning and wealth preservation strategies.
• Draft wills, trusts and other estate planning documents.
• Advise on estate, gift and income tax planning, including tax-efficient wealth transfer strategies.
• Assist with trust and estate administration.
• Advise on lifetime gifting, charitable giving and succession planning.
• Work with clients and other professional advisers to develop tailored solutions for complex private wealth matters.
• Build and maintain strong client relationships while collaborating with colleagues across the practice.

Skills

Trusts & Estates experience

Drafting

Communication skills

Job description

William James Recruitment is helping a highly regarded US law firm in Boston locate a Trusts & Estates Associate with 3–4 years of experience to advise high-net-worth individuals and families on sophisticated estate planning, wealth preservation and tax planning matters.

The role offers exposure to complex private wealth matters, collaboration with a broad team, and a hybrid working arrangement with a competitive salary based on experience.