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Estate Planning Associate (4+ Yrs Exp)
Estate Planning Associate (4+ Yrs Exp)Jobot • Boston, MA, US
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Estate Planning Associate (4+ Yrs Exp)

Estate Planning Associate (4+ Yrs Exp)

Jobot • Boston, MA, US
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Job Description

Job Description

Growing Boston Law Firm - Hybrid Schedule

This Jobot Job is hosted by : Scott Rundlett

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $145,000 - $200,000 per year

A bit about us :

We are a boutique Boston law firm specializing in estate and transfer tax planning, probate, estate and trust administration, business succession, and charitable planning. As an established Boston firm, we focus on building strong, lasting client relationships based on integrity, respect, and personalized solutions tailored to each client's needs.

Why join us?

Hybrid Work Schedule : Enjoy the flexibility of a hybrid work environment, balancing in-office collaboration with remote work.

Partnership Track : We offer a clear and attainable path to partnership, providing opportunities for growth and career advancement.

Collaborative Team : Work alongside a team of highly skilled attorneys, learning and growing in a supportive, collegial environment.

Professional Development : We encourage continuous learning and development, ensuring you have the resources and opportunities to expand your expertise.

High-Quality Clientele : Work with high-net-worth individuals, multi-generational families, and business owners, addressing complex estate planning needs.

Job Details

Trusts & Estates Associate Attorney

Responsibilities :

Independently manage estate planning matters for high-net-worth individuals, multi-generational families, and business owners.

Draft sophisticated estate planning documents, including wills, trusts, and related documents, tailored to achieve clients’ tax and non-tax goals.

Collaborate with a team of skilled attorneys to design and implement sophisticated planning strategies.

Handle estate administration and probate matters, ensuring compliance with relevant laws and regulations.

Communicate regularly with clients and their advisors to provide high-level service and guidance.

Manage deadlines effectively and ensure timely delivery of services while maintaining quality.

Qualifications :

Minimum of 4 years of experience in estate planning and estate administration.

LL.M. in Taxation preferred.

Strong interpersonal skills and ability to work collaboratively with clients and team members.

Excellent written and verbal communication skills.

Ability to manage a caseload independently while meeting deadlines and maintaining client satisfaction.

Admission to the Massachusetts Bar is required.

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

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Estate Planning Associate • Boston, MA, US

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