UHNW Estate Planning Specialist

Choate, Hall & Stewart LLP

Boston (MA)

Hybrid

USD 260,000 - 365,000

Full time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

A prestigious law firm in Boston seeks an experienced estate planning attorney. The role emphasizes sophisticated estate planning and gift tax analysis for ultra-high net worth clients, requiring strong drafting skills and a commitment to client service. Candidates should have over three years of relevant experience and a proactive mindset. The firm operates under a hybrid schedule, requiring in-office attendance at least four days per week. Competitive salary range is $260,000 - $365,000.

Qualifications

  • Three plus years of experience in estate planning and gift tax analysis.
  • Proven track record of working with ultra-high net worth clients.
  • Excellent professional judgment and proactive approach.

Responsibilities

  • Focus on sophisticated estate planning and gift tax analysis.
  • Help clients navigate financial affairs through fiscal planning.
  • Develop long-term estate planning strategies and handle administration matters.

Skills

Estate planning expertise
Tax analysis skills
Client service-oriented
Drafting skills
Judgment under pressure

Job description

A prestigious law firm in Boston seeks an experienced estate planning attorney. The role emphasizes sophisticated estate planning and gift tax analysis for ultra-high net worth clients, requiring strong drafting skills and a commitment to client service. Candidates should have over three years of relevant experience and a proactive mindset. The firm operates under a hybrid schedule, requiring in-office attendance at least four days per week. Competitive salary range is $260,000 - $365,000.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Senior Private Client Counsel - Estate Planning for UHNW
Senior Private Client Counsel - Estate Planning for UHNW

William James Recruitment • Boston (MA)

Hybrid
USD 180,000 - 260,000
Life Insurance
Paid Time Off
Hybrid work arrangement
Estate Planning Tech Specialist for UHNW Clients
Estate Planning Tech Specialist for UHNW Clients

Goldman Sachs Bank AG • Dallas (TX)

On-site
USD 80,000 - 120,000
Comprehensive health and welfare programs
Financial wellness and retirement assistance
On-site fitness centers
Estate Planning VP: UHNW Strategy & Tax Optimization
Estate Planning VP: UHNW Strategy & Tax Optimization

Morgan Stanley • Atlanta (GA)

On-site
USD 110,000 - 190,000
Senior Trusts & Estates Attorney – UHNW Private Wealth
Senior Trusts & Estates Attorney – UHNW Private Wealth

Sterlington, PLLC • United States

Hybrid
USD 150,000 - 210,000
Senior Estate Planning Advisor for UHNW Clients
Senior Estate Planning Advisor for UHNW Clients

LHH • Plano (TX)

Hybrid
USD 100,000 - 130,000
100% employer-paid medical and dental coverage
401(k) with company match
Generous PTO + paid holidays
+2
Senior Associate / Counsel – Private Client
Senior Associate / Counsel – Private Client

William James Recruitment • Boston (MA)

Hybrid
USD 180,000 - 260,000
Life Insurance
Paid Time Off
Hybrid work arrangement
Estate Planning Attorney — High‑Net‑Worth Private Client
Estate Planning Attorney — High‑Net‑Worth Private Client

Kosmos • New York (NY)

On-site
USD 100,000 - 150,000
Executive Estate Planning Director for UHNW Wealth
Executive Estate Planning Director for UHNW Wealth

Morgan-Stanley • Town of Islip (NY)

On-site
USD 150,000 - 250,000
Director, UHNW Wealth Advisory (CPA/JD) - Equity Path
Director, UHNW Wealth Advisory (CPA/JD) - Equity Path

Leah Yosef International • United States

On-site
USD 350,000
Senior Estate Planning Attorney: High Net Worth Tax
Senior Estate Planning Attorney: High Net Worth Tax

SR Staffing • Los Angeles (CA), California (MO)

On-site
USD 250,000 - 325,000