Estate Planning Attorney Job in Boston, MA Near Me - 257269 | BCGSearch.com

Estate Planning Attorney

Type Full-Time

Location Massachusetts - Boston

Job ID 0LD0257269

Skills Estate & Tax Planning

2022-05-13 08:33:30

Boston office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney with 3+ years of experience in estate planning and administration and preparation of estate and gift tax returns. Must have experience preparing tax returns, including individual, fiduciary, and estate tax returns. Must be admitted to practice law in Massachusetts. The candidate will work with partners to identify and achieve client objectives by participating in client meetings and drafting estate planning documents. Identify tax preferred estate planning strategies. Prepare client presentations to summarize estate planning strategies, including preparation of outlines and flowcharts. Prepare petitions for formal and informal administration and related filings. Work with fiduciaries in the estate settlement process. Prepare estate accountings as necessary. Prepare trust administration documents and accountings. Conduct legal research on trust matters. Work with trustees in the trust administration process. Assist in residential and commercial real estate transactions, including closings and lease negotiations. Draft family limited partnerships and LLC agreements.

The candidate must preferably have a Master in Taxation (LLM). Experience using law firm practice management software, specifically Clio is required. Must have an interest in emerging technologies and their use in streamlining and improving law firm efficiency and the quality of legal services. Proficiency in using commercial tax preparation software is required. Must have proficiency in using Adobe Acrobat DC and the full suite of Microsoft Office 365 products. Strong written and verbal communication skills are required.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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