Experienced Wealth Management Associate
BCG Attorney Search
Job Overview A law firm seeks an Experienced Wealth Management Associate in Boston, MA. The role involves providing sophisticated estate planning and tax analysis for ultra‑high net worth clients, collaborating with a team of investment and trust administration professionals. Responsibilities Focus on sophisticated estate planning and gift and estate tax analysis. Assist ultra‑high net worth families with financial affairs through estate and gift tax planning. Develop long‑term estate planning strategies. Draft estate planning documents. Advise on lifetime gifts and handle estate and trust administration matters. Assist with advising family businesses and charitable organizations. Requirements Three or more years of experience in estate planning and tax analysis. Excellent professional judgment and client service commitment. Strong tax and drafting skills. Proactive and able to work independently. Experience with ultra‑high net worth clients on wealth planning issues. Education Relevant degree in law or related field preferred. Certifications Relevant certifications in wealth management or estate planning preferred. Skills Strong analytical and problem‑solving skills. Excellent communication and interpersonal abilities. Ability to work collaboratively in a team environment. Benefits Hybrid work model with office presence required four days per week. Comprehensive benefits package. #J-18808-Ljbffr BCG Attorney Search
Vacancy posted 1 day ago
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