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
- ...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 worthLocal areaImmediate start
- ...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 worthFull timeFor contractorsLocal areaFlexible hours
- ...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 worthFull timeWork at officeLocal area
- ...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 worthWork at office
$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 worthWork at office$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 worthPrivate practiceRemote work$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 worthPrivate practice$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 worthPrivate practice- 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
- ...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 worthPrivate practice
- ...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
$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 worthWork at office$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 worthPrivate practiceWork at officeLocal area- ...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 worthRemote work
- 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 worthPrivate practiceWork at office
$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 worthSummer workFlexible hours$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 worthPrivate 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... ...owners on complex estate planning and wealth preservation... ...business clients Collegial, partner-accessible environment with...High net worthPrivate practice$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 worthInternshipWork at officeFlexible hours$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 worthFull timeH1b$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- ...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 worthFixed term contractWork at officeFlexible hours
- ...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 worthWork at office
$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$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 worthFull timeH1bRemote work$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 worthFull timeH1b$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 worthFor contractorsPrivate 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... ...experience, close mentorship from experienced partners, and the ability to play a visible role in...High net worthPrivate practiceLocal area$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 worthWork at officeFlexible hours- 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
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