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Private Client Associate Attorney

$180k - $230k

Robert Half

DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families with significant wealth in Boston, Massachusetts. This position focuses on delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive wealth transfer, and related advisory matters. The ideal candidate combines strong drafting ability with excellent client communication and brings a detail-oriented, discreet approach to building lasting client relationships.Role: Private Client Associate AttorneyLocation: Boston, MASalary: $180,000 - $230,000 (depending on experience)Schedule: Hybrid (3 days in, 2 days remote) AFTER the first 90 days in officeResponsibilities:Advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning matters.Draft and implement comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents.Counsel clients regarding wealth transfer strategies, lifetime gifting, tax-efficient planning, and charitable giving.Handle the administration of taxable and non-taxable estates and trusts from inception through completion.Advise clients regarding federal and state estate, gift, and generation-skipping transfer tax matters.Prepare and review estate and trust administration documents, probate filings, fiduciary accountings, and related tax filings in coordination with advisors.Work closely with clients, accountants, financial advisors, and other professionals to develop customized planning solutions.Build and maintain trusted, long-term client relationships through exceptional responsiveness and service.Collaborate with partners and colleagues on sophisticated planning matters while managing an independent caseload.RequirementsRequirements:3–9 years of experience in trusts and estates, estate planning, or private client services.J.D. from an accredited law school with strong academic credentials.Active admission to the Massachusetts Bar.Experience representing high-net-worth individuals and families.Strong knowledge of: estate planning strategies, trust and estate administration, wealth transfer planning, estate, gift, and generation-skipping transfer tax planning.Excellent drafting, analytical, and legal writing skills.Outstanding verbal communication and interpersonal skills.Ability to manage multiple matters while maintaining exceptional attention to detail.Demonstrated ability to work both independently and collaboratively within a team environment.Commitment to maintaining the highest standards of professionalism, discretion, and confidentiality.Job typePerm

Vacancy posted 3 days ago
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