Private Client Estate Planning Associate
NACBA
Hemenway & Barnes LLP in Boston is seeking a dedicated mid-level Private Client Associate. The ideal candidate will have a strong background in serving high-net-worth individuals and families, providing comprehensive estate planning representation and client service designed to build lasting relationships. Key responsibilities include advising on trust and estate planning strategies, while maintaining commitment to confidentiality and professionalism. Outstanding writing and oral communication skills are essential for success in this role. #J-18808-Ljbffr NACBA
$250k - $300k
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...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- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning, with...Private clientRemote work
$200k - $245k
...Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally... ...platform handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer...Private clientPrivate practiceRemote work2 days per week$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 clientPrivate practice$175k
One of New England’s most established private client platforms; a firm with more than 200 years... ...one of the region’s largest Trusts & Estates groups, actively administering over 130... ...closely held enterprises on complex estate planning, wealth preservation, tax strategy, and...Private clientPrivate practice$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...Permanent 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...Work at officeLocal areaRemote work- ...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
$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- gpac is seeking an Associate Attorney for their Quincy, MA office, focusing on Estate Planning and Business Law. This opportunity emphasizes a work-life balance and a collaborative... ...include estate administration and client management, with no minimum billable hour requirement...Work at office
- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role requires a minimum of 5 years of experience in international tax and estate planning, specifically advising...Private client
- ...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 clientLocal area
£25k - £35k per year
...service. Sector: Civil Engineering Our client is a well-established, multi-disciplinary consultancy specialising in transport planning, travel planning, and civil and structural... ...across the UK, supporting both public and private sector clients on a wide range of...Private clientWork at officeLocal areaTrial periodMonday to FridayFlexible hours$119.6k - $178.88k
...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 clientWork at officeLocal areaFlexible hours£40k - £50k per year
...service. Sector: Civil Engineering Our client is a well-established, multi-disciplinary consultancy specialising in transport planning, travel planning, and civil and structural... ...the UK, supporting both public and private sector clients on a wide range of development...Private clientWork at officeLocal areaTrial periodMonday to FridayFlexible hours$170k - $200k
...large and complex Property insurance programs. You will support client teams and Regional Brokerage Leaders on new business,... ...teams About Risk Strategies: Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management...Private clientHourly pay$45k - $110k
Rockefeller Capital Management in Boston is seeking a Client Associate to support the Private Advisor team. The associate will directly interact with high-net-worth clients, performing account management, reporting, and administrative tasks. The ideal candidate has 3-5...Private client- 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 client
- ...when new job openings matching "Private Equity / Managing Director... ...About This RoleBrighton House Associates is a well-established private... ..., private credit, and real estate/real assets. The firm has raised... ...on over $26 billion in client fundraises and is seeking a Managing...Private client
- Citizens Bank is seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should...Private client
- CBIZ in Boston is seeking a Senior Accountant to manage client relationships and deliver quality engagement services. This position requires substanial experience in public accounting and an active CPA certification. The ideal candidate should demonstrate strong leadership...Private client
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...Private client
- ...is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs... ...knowledgeable about banking and investments. Benefits include an incentive plan and industry-leading support resources. #J-18808-Ljbffr Bank of...Private client
- Cambridge Associates LLC is seeking a Director of Family Office Services to lead the Family Office Services team within their Private Client Practice. This role requires strategic leadership and a focus on developing comprehensive family office solutions tailored to ultra...Private clientPrivate practiceWork at office
- 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 client
$250k - $300k
Nixon Peabody LLP is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. Candidates should have approximately 3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters....Private clientPrivate practice- ...LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net... ...individuals and business owners through comprehensive tax planning and advisory services, ensuring their financial goals are met...Private client
- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...Private clientFlexible hours
$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 clientFlexible hours
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