Senior Estate and Tax Planning Attorney

Job Overview

A law firm seeks a Senior Estate and Tax Planning Attorney with 11 years of post-J.D. experience to join its Boston office. The successful candidate will craft sophisticated estate and tax strategies for high-net-worth individuals and families, collaborate with cross-functional teams, and guide clients through complex federal and state tax rules.

Duties

• Develop and implement estate, gift, and generation-skipping transfer tax plans
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, and related documents
• Coordinate multistate estate administrations and trust administrations
• Advise clients on business succession planning and tax-efficient ownership transfers
• Conduct federal and state tax research and prepare detailed memoranda
• Represent clients in IRS and Massachusetts Department of Revenue audits and appeals
• Mentor junior attorneys and contribute to client development initiatives

Requirements

• 11 years of specialized experience in estate planning and federal and state tax law
• Active admission to the Massachusetts Bar
• Demonstrated ability to manage complex client engagements and deadlines
• Proven track record with high-value estate and gift tax matters
• Exceptional analytical, drafting, and client-communication skills

Education

• Juris Doctor (JD) from an ABA-accredited law school

Certifications

• Active Massachusetts Bar admission

Skills

• Advanced proficiency with tax research tools (CCH, RIA, Bloomberg Tax)
• Expertise in drafting complex estate-planning instruments and tax memoranda
• Strong project management and leadership abilities
• Excellent oral advocacy and presentation skills
• Familiarity with estate-planning software (e.g., WealthDocx, Drafting Docs)

Benefits

• Competitive compensation package
• Comprehensive medical, dental, and vision insurance
• 401(k) plan with employer match
• Generous paid time off and professional development allowance