Experienced Wealth Management Associate

Profile

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.

Company info

BCG Attorney Search
225 Franklin Street, 26th floor
Boston
Massachusetts
United States 02110
Phone : (857) 277-7381
Fax : (213) 895-7306