Private Clients Associate, Boston · Leading Trusts & Estates Firm

A leading trusts and estates firm is expanding its Private Clients practice and seeking an Associate with 2-3 years of experience to join its Boston office. The role provides exposure to sophisticated wealth and tax planning for high-net-worth clients.

The work:

• Represent high-net-worth individuals, trusts, partnerships, and entities in estate, income, and gift tax planning
• Handle trust and estate administration
• Prepare planning documents and advise on tax-efficient strategies
• Work closely with clients to understand their wealth planning objectives
• Collaborate with partners on complex client matters

What they're looking for:

• 2-3 years of experience in estate, tax, or wealth planning
• Familiarity with trust and estate administration
• Strong academic credentials and excellent judgment
• Superb communication and writing skills
• Commitment to client service
• Team player with a client-focused approach

Compensation: $225,000-$250,000 annually, plus potential contingent compensation based on performance and other factors.