Private Client/T&E Associate Attorney

Job Description

Job Description

Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families with significant wealth in Boston, Massachusetts. This position focuses on delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive wealth transfer, and related advisory matters. The ideal candidate combines strong drafting ability with excellent client communication and brings a detail-oriented, discreet approach to building lasting client relationships.

Role: Private Client Associate Attorney

Location: Boston, MA

Salary: $180,000 - $230,000 (depending on experience)

Schedule: Hybrid (3 days in, 2 days remote) AFTER the first 90 days in office

Responsibilities:

• Advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning matters.
• Draft and implement comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents.
• Counsel clients regarding wealth transfer strategies, lifetime gifting, tax-efficient planning, and charitable giving.
• Handle the administration of taxable and non-taxable estates and trusts from inception through completion.
• Advise clients regarding federal and state estate, gift, and generation-skipping transfer tax matters.
• Prepare and review estate and trust administration documents, probate filings, fiduciary accountings, and related tax filings in coordination with advisors.
• Work closely with clients, accountants, financial advisors, and other professionals to develop customized planning solutions.
• Build and maintain trusted, long-term client relationships through exceptional responsiveness and service.
• Collaborate with partners and colleagues on sophisticated planning matters while managing an independent caseload.

Requirements:

• 3–9 years of experience in trusts and estates, estate planning, or private client services.
• J.D. from an accredited law school with strong academic credentials.
• Active admission to the Massachusetts Bar.
• Experience representing high-net-worth individuals and families.
• Strong knowledge of: estate planning strategies, trust and estate administration, wealth transfer planning, estate, gift, and generation-skipping transfer tax planning.
• Excellent drafting, analytical, and legal writing skills.
• Outstanding verbal communication and interpersonal skills.
• Ability to manage multiple matters while maintaining exceptional attention to detail.
• Demonstrated ability to work both independently and collaboratively within a team environment.
• Commitment to maintaining the highest standards of professionalism, discretion, and confidentiality.