Senior Estate and Tax Planning Attorney

Profile

Job Overview

A law firm seeks a Senior Estate and Tax Planning Attorney in Boston, MA. This position is for a seasoned legal professional with 20 years of experience in estate planning, trust and probate matters, and tax-efficient wealth transfer strategies. The role involves leading high-value client relationships and contributing to the firm's private client practice at a senior level.

Duties

• Advise high-net-worth individuals and families on estate planning and tax mitigation strategies.
• Draft complex estate planning documents, including wills, trusts, and powers of attorney.
• Structure and implement advanced estate planning techniques.
• Oversee trust and estate administration, including probate filings.
• Guide clients on charitable giving and business succession planning.
• Coordinate with financial advisors and fiduciaries for integrated solutions.
• Monitor changes in tax law to inform planning strategies.
• Mentor junior attorneys and staff.

Requirements

• 20 years of experience in estate and tax planning law.
• Ability to manage complex estates and high-net-worth client matters independently.
• Strong background in federal and Massachusetts tax law.
• Leadership and client relationship management capabilities.
• Exceptional drafting, analytical, and interpersonal skills.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Admission to the Massachusetts Bar (in good standing).
• LL.M. in Taxation preferred.
• Additional estate planning certifications considered a plus.

Skills

• Expertise in estate, trust, and tax law.
• Strategic thinking and problem-solving skills.
• Superior written and oral communication skills.
• Familiarity with trust and estate administration software.
• Detail-oriented with professional discretion.
• Capacity to handle sensitive client matters with empathy.

Company info

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