Mid-Level Private Client Associate Attorney

A law firm is seeking a Mid-Level Private Client Associate Attorney for their Boston, MA location. The successful candidate will join a dynamic team dedicated to providing high-quality legal services in estate planning and administration.

Job Overview:

• Provide legal counsel and guidance to clients in estate planning, estate, and trust administration matters.
• Collaborate with senior attorneys to develop and implement comprehensive estate plans tailored to each client's needs and objectives.
• Manage the administration of estates and trusts, ensuring compliance with relevant state and federal laws.

Duties:

• Draft and review complex estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Assist clients in asset protection strategies, wealth transfer, and charitable giving.
• Prepare and file estate tax returns and other necessary documentation.
• Conduct legal research on tax laws, estate planning strategies, and other relevant legal issues.
• Communicate effectively with clients to understand their goals and provide personalized legal advice.
• Represent clients in probate proceedings and other legal matters related to estate administration.

Requirements:

• Minimum of 3 years of experience practicing in estate planning and estate and trust administration.
• Strong knowledge of state and federal income and estate tax laws.
• Extensive technical expertise in drafting complex estate plans and preparing estate tax returns.
• Excellent academic credentials from a reputable law school.
• Demonstrated client service skills and ability to build rapport with clients.
• Membership in the Massachusetts (MA) and/or California (CA) Bar is preferred.

Education & Certifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the Massachusetts (MA) and/or California (CA) Bar.

Skills:

• Proficiency in legal research and writing.
• Attention to detail and ability to manage multiple tasks efficiently.
• Strong analytical and problem-solving skills.
• Excellent oral and written communication skills.
• Ability to work collaboratively in a team environment.

This firm has some serious history behind it, with auspicious roots dating to the 19th century and partners who have gone on to high-level posts in the public sector. Generally on the cusp of being considered one of the nations large influential firms, this organization has its roots and aspiration soundly within New England. This conservative attitude with respect to growth and expertise has solidified this firm's presence in the legal community and has particularly good environmental lawyers. Unlike some of the firm's peers, this firm has chosen not to grow nationally, rejecting many willing suiters.