Estate Planning Associate — Private Clients (HNW)
$250k - $300kSquillace & Associates, P.C.
Nixon Peabody is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. The ideal candidate will have 3-5 years of experience in estate planning, particularly with high net worth individuals and businesses. Responsibilities include developing estate plans, managing trusts, and providing tax planning advice. Strong communication skills and a commitment to client services are essential. The position offers an annual salary range of $250,000 to $300,000 and additional benefits. #J-18808-Ljbffr Squillace & Associates, P.C.
- ...& Barnes LLP in Boston is seeking a dedicated mid-level Private Client Associate. The ideal candidate will have a strong background in serving... ...-worth individuals and families, providing comprehensive estate planning representation and client service designed to build...Private clientHigh net worth
- LHH is seeking an associate to join its Private Client Services group in Boston. The role involves working closely with high-net-worth individuals and families on estate planning and trust administration. Candidates should have 3+ years of relevant experience and strong...Private clientHigh net worth
- Hemenway & Barnes LLP is looking for a dedicated mid-level Associate for their Private Client group in Boston, Massachusetts. The successful... ...families. This role involves providing comprehensive estate planning representation, advising on trust and estate strategies...Private clientHigh net worth
- Nixon Peabody LLP is seeking a mid-level Associate for its Boston, MA office in the Private Clients Practice Group. The role involves crafting estate plans and providing tax planning solutions to high net worth clients. The ideal candidate will have 3-5 years of experience...Private clientHigh net worthPrivate practiceWork at office
$220k - $250k
...is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office... ...with sophisticated estate planning and estate/trust administration experience... ...platform • Sophisticated HNW/UHNW client work • Collaborative...Private clientHigh net worthWork at officeRemote work2 days per week$220k - $250k
...is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office... ...attorney with sophisticated estate planning and estate/trust administration... ...private client platform Sophisticated HNW/UHNW client work Collaborative,...Private clientHigh net worthWork at office- Verrill is seeking an Associate for our Private Clients & Fiduciary Services Practice Group in Boston, Massachusetts. The role involves working with clients to understand their estate planning needs, requiring at least one year of relevant experience. The ideal candidate...Private clientPrivate practice
$145k - $150k
Verrill Dana LLP is hiring an Associate to join its Private Clients & Fiduciary Services Practice Group in Boston, Massachusetts. This full-time position offers a competitive salary range of $145,000 to $150,000 per year and requires strong interpersonal skills and attention...Private clientFull timePrivate practice- BCG Attorney Search is seeking an Associate Attorney for its Private Clients and Fiduciary Services Group in Boston, Massachusetts. The successful candidate will draft estate planning documents, administer estates, and engage directly with clients to understand their needs...Private client
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated... ...work. High-net-worth clients. Clear path to partnership.... ...years) to join its growing private client practice in Boston.... ...owners on complex estate planning and wealth preservation strategies...Private clientHigh net worthPrivate practice$190k - $270k
Job Details Support sophisticated estate planning and wealth transfer strategies for high‑net‑worth clients in a collaborative boutique private client practice. Salary: $190,000 - $270,000 per year. Key Responsibilities Draft and implement advanced estate planning strategies...Private clientHigh net worthPrivate practiceLocal area$145k - $225k
Australia-Employment is looking for an Estate Planning Associate in Boston, MA, offering a competitive salary between $145,000 and $225,000 per... ...planning and estate administration, with a strong focus on client service and teamwork. If you are committed to delivering high...High net worthPermanent employment$145k - $225k
Trusts & Estates Associate Attorney Salary: $145,000 - $225,000 per year Why Join Us Hybrid Work... ...Independently manage estate planning matters for high‑net‑worth individuals,... ...related documents, tailored to achieve clients’ tax and non‑tax goals. Collaborate with...High net worthWork at officeLocal areaRemote work$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate... ...handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer strategy...Private clientHigh net worthPrivate practiceRemote work2 days per week- ...best way to help our clients and advance our business... ...Planner to join our Private Banking team in Boston... ...and integrated trust, estate, philanthropic and tax... ...team by reviewing estate planning documents, preparing... ...participating in legal associations, community-based...Private clientHigh net worthLocal area
$106.06k - $159.14k
A leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...Private clientHigh net worthFlexible hours$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...Private clientHigh net worth$115k - $160k
...individuals. The role involves supervising and mentoring team members in a collaborative environment, while also providing expert advice to clients on complex international tax matters. Candidates should have a bachelor's degree in accounting, relevant CPA or JD certification,...Private clientHigh net worthRemote job- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...Private clientHigh net worthFlexible hours
$83k - $104k
Citizens Financial Group seeks a Citizens Private Client Relationship Manager (PCRM) in Boston, MA. In this role, you will manage affluent clients, focusing on relationship building and financial planning. Responsibilities include acquiring new clients and growing deposits...Private clientHigh net worth$124.28k - $186.16k
...delivering financial, trust and estate planning services as well as... ...opportunities to introduce and onboard clients for trustee appointment and... ...activities as well as those associated with asset growth and... ...Management clients and staff (both Private Client Group and Mass...Private clientHigh net worthWork at officeLocal areaWork from homeFlexible hours$163.5k - $251.9k
...Development is a senior client-facing professional... ...solutions to high-net-worth (HNW) and ultra-high-net-... ...Develop and execute plans to grow trust, fiduciary... ...fiduciary wealth management, private client advisory, trust... ...working with Trust and Estates attorneys and planning...Private clientHigh net worthWork experience placementWork at office- ...Posted on 04/16/2026 Our AmLaw 100 client is hiring a senior associate for its Boston Trusts & Estates practice. What this role... ...estate, gift, and income tax planning Estate and trust administration... ...that sit at the intersection of private client planning and business...Private clientWork at office
$150k - $190k
...to doing what’s right for our clients. At CIBC, we embrace your strengths... ...What you'll be doing As a Private Wealth Business Development... ...of acquiring and maintaining HNW relationships. You have a... ...unit’s incentive compensation plan, which also may include a discretionary...Private clientHigh net worthRemote work$80k - $95k
...provide professional stewardship to ensure clients are adequately protected. The role... ...lines insurance experience; preferably with HNW or private client clientele. Property & Casualty... ...subscription. Financial Wellness: 401(k) plan with immediate vesting, HSA, FSA, commuter...Private clientHigh net worthWork at officeImmediate start- Goldman Sachs, Inc. is seeking a Wealth Management Professional in Boston. This role requires expertise in client service and operational support, focusing on relationship management. Candidates should have a Bachelor's Degree and 2-4 years of client service experience...Private clientHigh net worth
$90k - $120k
...various sectors. Our team is dedicated to excellence, innovation, and client satisfaction. We are currently seeking a skilled Project... ...environment. Health, dental, and vision insurance. 401(k) plan with company match. Paid time off and holidays. How to Apply...For subcontractorLocal area- Citizens is looking for a dedicated professional to join our team in Cambridge, MA, as we expand our services to affluent clients. The position involves onboarding clients, providing personalized financial strategies, and maintaining relationships through proactive communication...Private clientHigh net worth
$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth clients, providing personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years...Private clientHigh net worth- JPMorgan Chase is seeking a Relationship Manager to nurture high-net-worth client relationships, providing tailored financial solutions while actively acquiring new clients. This role emphasizes personalized service and collaboration to meet client aspirations. The ideal...Private clientHigh net worth
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