Job Description
Job Description
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. If you thrive in a collaborative environment and are passionate about estate law and related tax matters, this position offers an opportunity to make a meaningful impact.
Responsibilities :
- 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.
- 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.