Trusts & Estates Associate

Boston, MA, US • Posted 1 day ago • Updated 3 hours ago
Full Time
On-site
USD $180,000.00 - 220,000.00 per year
Fitment

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Job Details

Skills

  • Succession Planning
  • Amanda
  • Clarity
  • Customer Facing
  • Regulatory Compliance
  • Accounting
  • Collaboration
  • Banking
  • Finance
  • Customer Relationship Management (CRM)
  • .NET
  • Taxes
  • Technical Drafting
  • Communication
  • Healthcare Information Technology
  • Military
  • SAP BASIS
  • Authorization
  • Law
  • LOS
  • Recruiting
  • Legal
  • Artificial Intelligence
  • Privacy

Summary

Join a Leading Boston Law Firm Focused on Sophisticated Estate, Tax, and Business Succession Planning

This Jobot Job is hosted by: Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000 - $220,000 per year

A bit about us:

We provide comprehensive estate and wealth planning services for high-net-worth clients, including business owners and multigenerational families. Our practice focuses on protecting assets, minimizing taxes, and ensuring client wishes are carried out efficiently. From sophisticated estate planning and tax strategies to business succession and trust administration, we guide clients through complex legal matters with clarity, expertise, and a personal touch.

Our attorneys regularly collaborate with tax, banking, and corporate teams to ensure a seamless, integrated approach to each client's financial and estate planning needs.

Why join us?

Join a highly regarded, sophisticated trusts and estates team where you'll work directly with high-net-worth individuals, families, and business owners. Our attorneys hit the ground running, advising clients on complex estate, gift, and tax planning strategies. If you thrive in a client-facing role, enjoy hands-on planning, and want to work in a collaborative, intellectually challenging environment, this is the place for you.

We offer a comprehensive compensation package, with a bonus structure that is particularly competitive in the Boston market, alongside:

Robust 401(k) match and retirement benefits

Competitive base salary

100% paid health and dental coverage

Job Details

We are seeking an experienced Trusts & Estates Attorney with 5+ years of focused experience in estate planning, administration, and tax strategy for high-net-worth clients. The ideal candidate is highly client-facing, ready to take ownership of complex matters, and able to provide practical, sophisticated advice.

Key Responsibilities:

Draft and implement advanced estate planning strategies, including estate, gift, and generation-skipping tax planning, with an understanding of tax compliance and return preparation.

Administer estates and trusts, including routine probate matters, trust accounting, and fiduciary guidance under Massachusetts law.

Advise high-net-worth clients on business succession, charitable giving, multigenerational planning, and blended-family considerations.

Collaborate with tax, corporate, and banking teams to align legal strategies with broader financial objectives.

Maintain strong client relationships through clear, professional communication and trusted guidance.

Qualifications:

5+ years of experience in trusts and estates, focused on high-net-worth individuals and complex planning matters.

LLM preferred but not required; strong taxation knowledge essential.

Proven experience drafting sophisticated estate plans and administering estates/trusts under Massachusetts law.

Excellent written and oral communication skills with a professional, client-centered demeanor.

Ability to work independently and hit the ground running in a dynamic, sophisticated practice.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 91113390
  • Position Id: 2140810770
  • Posted 1 day ago
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