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We are looking for a highly skilled senior attorney to join our Private Clients Practice Group in Boston, Massachusetts. This role focuses on estate and trust administration for high-net-worth clients, combining legal expertise with excellent client service.
Job Responsibility:
Manage estate and trust administration processes for high-net-worth clients, ensuring compliance with legal and financial regulations
Handle probate court procedures, including filings and representation, with meticulous attention to detail
Prepare and review estate and gift tax returns, ensuring accuracy and adherence to current tax laws
Facilitate trust distributions, including complex transactions to and from trusts
Provide expert guidance on estate, gift, and fiduciary income tax matters, including strategic planning and execution
Collaborate with clients and internal teams to deliver tailored solutions that meet individual estate planning needs
Maintain up-to-date knowledge of Massachusetts probate court procedures and apply this expertise effectively
Offer strategic advice and counsel to clients, demonstrating strong communication and problem-solving skills
Work closely with colleagues in a team-oriented environment to ensure high-quality service delivery
Contribute to the firm’s growth and innovation by identifying opportunities for process improvement and client engagement
Requirements:
Minimum of six years of experience in estate and trust administration, with a focus on high-net-worth clients
In-depth knowledge of probate court procedures, estate planning, and trust administration
Expertise in preparing estate and gift tax returns and handling fiduciary income tax matters
Familiarity with Massachusetts probate court processes and regulations
Strong academic credentials with a proven track record of legal excellence
Exceptional judgment, communication, and interpersonal skills
Ability to thrive in a collaborative and team-oriented work environment
Commitment to delivering outstanding client service and tailored legal solutions
What we offer:
Medical, vision, dental, and life and disability insurance
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