Job Summary. The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of Choate Wealth’s client relationship management (CRM) system and supporting key technology platforms. This position provides first-line CRM support, drives user adoption, and assists with technology initiatives that enhance efficiency across the organization. Job Functions. CRM Support & Administration. Provide first-line CRM suppo...
Job Summary. Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Fiduciary Tax Accountant prepares estate tax returns, gift tax returns, and fiduciary income tax returns for Firm clients. Job Functions. Prepares, reviews and processes estate tax, fiduciary income tax, and gift ...
Job Summary. Under the supervision of the Estate & Probate Administration Manager, the Fiduciary Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Fiduciary Tax Accountant prepares estate tax returns, gift tax returns, and fiduciary income tax returns for Firm clients. Job Functions. Prepares, reviews and processes estate tax, fiduciary income tax, and gift ...
Choate’s nationally recognized debt finance practice is seeking a lateral associate, principal or counsel with significant experience in cash flow-based lending to join our dynamic and growing team. We represent a diverse array of lender-side clients—including money center banks, private credit funds, business development companies, and other institutional investors—in sophisticated debt finance transactions across a wide range of industries. Our...
Choate’s nationally recognized debt finance practice is seeking a lateral associate, principal, or counsel with meaningful experience in asset-based lending (ABL) to join our dynamic and growing team. We represent a diverse array of lender-side clients—including commercial banks, private credit funds, business development companies, and other institutional lenders—in complex ABL transactions across a wide range of industries. We welcome candidate...
The Corporate Paralegal will provide comprehensive transactional support to the Firm’s Finance and Restructuring group. Responsibilities include drafting legal documents, preparing and filing UCC statements, maintaining transaction materials, assisting with the closing process, and conducting due diligence. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environme...
Under general supervision, the IP US & Citation Filing Specialist provides assistance to the Intellectual Property practice group and respective client team, with respect to domestic patent filings and the Citation and Information Disclosure Statement (IDS) process. Job Functions. Responsible for the preparation and filing of all US applications (including 371 applications) and responses, which includes gathering all necessary information, monito...
For over 40 years, Choate has advised life sciences and tech companies, investors, and top universities on global patent portfolios, life cycle strategies, patent validity, infringement, and due diligence. We offer deep expertise to optimize IP strategies for startups, corporations, and research institutions. Our technical knowledge and industry experience enable us to craft innovative, business-focused patent solutions that drive commercial succ...
For over 40 years, Choate has advised life sciences and tech companies, investors, and top universities on global patent portfolios, life cycle strategies, patent validity, infringement, and due diligence. We offer deep expertise to optimize IP strategies for startups, corporations, and research institutions. Our technical knowledge and industry experience enable us to craft innovative, business-focused patent solutions that drive commercial succ...
Job Summary. The Estate Advisor will be responsible for all phases of the administration of a specific book of assigned estates in accordance with Department and Firm policies and procedures. Job Functions. Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate. Collects all assets of the decedent and arranges payment of debts of the decedent and federal and ...
Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long-term investment results. We currently advise on $10 billion (as of December 31 2024) for our client families and help design wealth strategies for billions more. In an environment where our competitors increasingly look, act...
