Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate Planning Partner for Ultra High Net Worth

William James Recruitment

Wealth management opportunity in Boston for a partner-level estate planning attorney. The role focuses on sophisticated estate planning and gift tax analysis, serving ultra-high net worth clients through a high-touch multi-family office. The candidate will draft documents, advise on lifetime gifts, and manage estate and trust matters while coordinating with in-house investment and trust professionals. The position offers a hybrid working arrangement and negotiable salary depending on experience. #J-18808-Ljbffr William James Recruitment

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Estate Planning Partner for Ultra High Net Worth in Boston, MA vacancy
  •  ...opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides...  ...to provide federal and state tax planning, consulting, structuring, and compliance...  ...net-worth clients including real estate sponsors, owners, investors, and... 
    High net worth
    Local area
    Immediate start

    RSM US LLP

    Boston, MA
    5 days ago
  •  ...for an accomplished tax partner to join our Private...  ...Services (PCS) team. In this highly visible leadership...  ..., you will serve high-net-worth individuals, family...  ...to multi-generational estate planning and fiduciary stewardship...  ...demanded by ultra-high-net-worth client... 
    High net worth
    Full time
    For contractors
    Local area
    Flexible hours

    Cherry Bekaert

    Boston, MA
    2 days ago
  •  ...governance structures, succession planning, risk, and reporting...  ...enterprises and serves as a trusted partner, supporting families through...  ...investment partnership, estate & gift taxation with...  ...for complex family office / ultra high net worth families and their investments... 
    High net worth
    Full time
    Work at office
    Local area

    RSM International

    Boston, MA
    4 days ago
  •  ...a sophisticated Wealth Management Partner to join a highly ranked practice in Boston, the firm...  ...is is seeking an experienced Estate Planning Attorney to join their high-touch...  ...philanthropic, and tax planning services to ultra-high net worth clients. The ideal candidate will... 
    High net worth
    Work at office

    William James Recruitment

    Boston, MA
    3 days ago
  • $260k - $365k

    A prestigious law firm in Boston seeks an experienced estate planning attorney. The role emphasizes sophisticated estate planning and gift tax analysis for ultra-high net worth clients, requiring strong drafting skills and a commitment to client service. Candidates should... 
    High net worth
    Work at office

    Choate, Hall & Stewart LLP

    Boston, MA
    1 day ago
  • $180k - $230k

     ...delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-...  ...days in officeResponsibilities:Advise high-net-worth individuals, families, and fiduciaries...  ...and service.Collaborate with partners and colleagues on sophisticated planning... 
    High net worth
    Private practice
    Remote work

    Robert Half

    Boston, MA
    3 days ago
  • $225k - $250k

     ...experience to join the Private Clients Practice Group. The ideal candidate will represent high net worth individuals and have experience in estate, income, and gift tax planning. The position offers an anticipated salary range of $225,000 to $250,000 plus additional contingent... 
    High net worth
    Private practice

    Nixon Peabody LLP

    Boston, MA
    2 days ago
  • $250k - $300k

     ...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. The ideal applicant will demonstrate strong... 
    High net worth
    Private practice

    Nixon Peabody LLP

    Boston, MA
    3 days ago
  • 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...  ...and estate planning, specifically advising high-net-worth international families. The ideal candidate will... 
    High net worth

    BCG Attorney Search

    Boston, MA
    2 days ago
  •  ...client practice, seeks an experienced trusts and estates attorney to manage sophisticated estate planning for high-net-worth individuals and closely held entities. You...  ...strategic client solutions, with mentoring from partners and meaningful responsibility. #J-18808-... 
    High net worth
    Private practice

    Jobot

    Boston, MA
    1 day ago
  •  ...US LLP, based in Boston, seeks an experienced Tax Partner to lead the UHNW practice. You will provide federal/state tax planning, consulting, structuring and compliance for high-net-worth clients including real estate sponsors and family offices. You will join the UHNW... 
    High net worth

    RSM US LLP

    Boston, MA
    5 days ago
  • $225k

     ...Choate Wealth is a fully integrated, high-touch, multi-family office. We...  ...personalized advice for clients on estate, philanthropic, and tax planning, and we offer professional trustee...  ...administration professionals. Work with ultra-high net worth clients on various sophisticated... 
    High net worth
    Work at office

    Choate, Hall & Stewart LLP

    Boston, MA
    4 days ago
  • $190k - $260k

     ...one office, with a collegial, high-caliber culture and a client base of high-net-worth individuals, families, and fiduciaries...  ...us? Work on sophisticated estate planning, wealth transfer, and trust...  ...and/or its agents and contracted partners. Frequency varies for text... 
    High net worth
    Private practice
    Work at office
    Local area

    Jobot

    Boston, MA
    1 day ago
  •  ...seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston,...  ...international tax and estate planning, with a focus on advising high-net-worth international families and their businesses. Duties Advise... 
    High net worth
    Remote work

    BCG Attorney Search

    Boston, MA
    2 days ago
  • Jobot is seeking a Trusts & Estates Associate with 3-5 years of experience in sophisticated estate planning and trust/estate administration. You will advise high-net-worth individuals, families, and fiduciaries on wealth transfer strategies, trust structuring, and related... 
    High net worth
    Private practice
    Work at office

    Jobot

    Boston, MA
    1 day ago
  • $190k

     ...join its Private Client Services team, supporting high-net-worth individuals, multi-generational families, trusts, estates, and fiduciary tax matters. This is a strong...  ...environment. Key Responsibilities: Lead advanced tax planning for HNW individuals, families, trusts, and... 
    High net worth
    Summer work
    Flexible hours

    Daley and Associates

    Boston, MA
    1 day ago
  • $200k - $245k

     ...Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client...  ...premier private client platform handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer... 
    High net worth
    Private practice
    Remote work
    2 days per week

    Direct Counsel

    Boston, MA
    1 day ago
  • $185k

    Trusts & Estates Senior Associate | Boston | Base Salary $185K+...  ...Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership...  ...owners on complex estate planning and wealth preservation...  ...business clients Collegial, partner-accessible environment with... 
    High net worth
    Private practice

    We Are Legal Revolution

    Boston, MA
    3 days ago
  • $70k - $89k

     ...growing wealth management firm serving ultra-high net worth families, single family offices,...  ...investment advisory, as well as integrated planning and coordination across key areas such...  ...risk management guidance, wealth and estate planning support, philanthropic planning... 
    High net worth
    Internship
    Work at office
    Flexible hours

    Pathstone

    Boston, MA
    1 day ago
  • $55k - $151.47k

     ...Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior...  ...you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned...  ...including tax returns and trust and estate documents- Conducting financial... 
    High net worth
    Full time
    H1b

    PwC

    Boston, MA
    3 days ago
  • $170k - $220k

     ...mid-level associate for its dynamic real estate practice. The associate will join a...  ...closely-held businesses, private investors, high-net-worth individuals, family offices, trustees...  ...structures designed to support estate planning, asset protection, and generational wealth... 
    High net worth

    Hemenway & Barnes

    Boston, MA
    4 days ago
  •  ...client satisfaction, high ethical standards, and...  ...expertise in trust and estate administration and access...  ...to experienced estate planning professionals,...  ...providing guidance to ultra-high net worth families and their advisors...  ...development activities and partner actively in a wide-... 
    High net worth
    Fixed term contract
    Work at office
    Flexible hours

    Fiduciary Trust Company

    Boston, MA
    4 days ago
  •  ...26 We provide insurance planning and life insurance solutions for estate, income tax and asset preservation...  ...portfolios that help ultra-affluent families...  ...whenrequired. The CRM will partner with Producers, COO and...  ...service needs of Ultra High Net Worth FamilyRelationships. The... 
    High net worth
    Work at office

    The Coyle Company

    Boston, MA
    4 days ago
  • $140k

     ...Tax Accountant (HNW / Trusts & Estates) – Boston | Up to $140K...  ...professionals? We’re working with a highly regarded professional...  ...with strong experience in high-net-worth individuals, trusts, and estates...  ...trusts & estates Supporting tax planning and advisory engagements... 
    High net worth

    Insite Group

    Boston, MA
    3 days ago
  • $91k - $321.5k

     ...services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses...  ...personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.Growing as a strategic... 
    High net worth
    Full time
    H1b
    Remote work

    PwC

    Boston, MA
    1 day ago
  • $73.5k - $212.28k

     ...FinanceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you... 
    High net worth
    Full time
    H1b

    PwC

    Boston, MA
    13 hours ago
  • $150k - $230k

     ...00 attorneys is seeking a Trusts & Estates Attorney to join its highly regarded private wealth practice. The...  ...reputation for advising high-net-worth individuals, families, entrepreneurs...  ...businesses on sophisticated estate planning and fiduciary matters, while offering... 
    High net worth
    For contractors
    Private practice

    Ascendion

    Boston, MA
    1 day ago
  • $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...  ...experience, close mentorship from experienced partners, and the ability to play a visible role in... 
    High net worth
    Private practice
    Local area

    Jobot

    Boston, MA
    1 day ago
  • $120k - $140k

     ...wealth management firm serving ultra-high net worth families, single family...  ...advisory, as well as integrated planning and coordination across key...  ...guidance, wealth and estate planning support, philanthropic...  ...the Client Advisory Team, partnering with Directors and Managing... 
    High net worth
    Work at office
    Flexible hours

    Pathstone

    Boston, MA
    1 day ago
  • Distinct Recruitment is partnering with a highly respected mid-size Boston law firm to hire a Trusts & Estates Attorney. You will handle sophisticated estate planning and trust administration for high-net-worth clients, with mentorship and autonomy in a hybrid work setting... 
    High net worth

    Distinct | North America

    Boston, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate Planning Partner for Ultra High Net Worth. Be the first to apply!