Experienced Wealth Management Associate

Job Overview

A law firm seeks an Experienced Wealth Management Associate in Boston, Massachusetts. The role involves providing comprehensive estate, philanthropic, and tax planning advice to ultra-high net worth clients, collaborating with a team of investment and trust administration professionals.

Duties

• Focus on sophisticated estate planning and gift and estate tax analysis.
• Develop long-term estate planning strategies.
• Draft estate planning documents.
• Advise on lifetime gifts.
• Handle estate and trust administration matters.
• Assist with advising family businesses and charitable organizations.

Requirements

• Three or more years of experience in estate planning and tax analysis.
• Excellent professional judgment and client service skills.
• Strong tax and drafting skills.
• Proactive and able to work independently.
• Experience with ultra-high net worth clients.

Education

• Relevant degree in law or related field preferred.

Certifications

• Relevant certifications in estate planning or tax law preferred.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Ability to work collaboratively in a team environment.

Benefits

• Hybrid work model with office presence required four days per week.

This large Boston firm has a surprisingly good government and regulatory practice, with the added bonus that their attorneys do not have to split their work with Washington DC lawyers in the same practice. This is a firm made up of well-rounded but most certainly well-pedigreed attorneys who come off unusually polished and professional. Associates here are generally quite satisfied, if not a little put off by what at times can be a bit of a competitive environment, both inside and outside the office. The strengths are that associates generally know whether they are 'on track' to make partner, and work in an environment that is designed with the appropriate mentoring and support staff to help associate development and training along.