Senior Estate & Tax Planning Associate Attorney (8+ Years) – Boston, MA - 425969

Job ID: 425969

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Senior Estate & Tax Planning Associate Attorney (8 Years) – Partner-Track Opportunity | Boston, MA

Keywords: Estate & Tax Planning Attorney, Trusts and Estates Attorney, Private Client Attorney, Estate Planning Associate Attorney, Tax Planning Attorney, Private Clients Attorney, Boston legal jobs, Massachusetts legal jobs, Attorney jobs MA, MA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

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A prestigious boutique law firm is seeking a Senior Estate & Tax Planning Associate Attorney to join its Private Clients, Trusts & Estates practice in Boston, Massachusetts. This opportunity offers sophisticated estate planning work for high-net-worth families, family offices, and closely held businesses while providing direct collaboration with experienced partners. Attorneys looking for meaningful client interaction, complex tax planning matters, and a long-term career path will find an exceptional opportunity with this growing practice.

A boutique law firm with offices in Washington DC, Boston, Los Angeles, New York City and San Francisco, it specializes in bankruptcy and financial restructuring, complex Litigation, Copyright, Government Contracts, Immigration, International Arbitration and Dispute Resolution, Patent, and Labor and Employment. The firm has a team of over 430 attorneys. The firm has consistently acquired a perfect score in the Corporate Equality Index by the Human Rights Campaign.

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Job Overview

An established national boutique law firm with an outstanding reputation across multiple practice areas is seeking a Senior Associate, Counsel, or Income Partner to join its thriving Private Clients, Trusts & Estates practice in Boston. The successful attorney will advise affluent individuals, family offices, entrepreneurs, and closely held business owners on sophisticated estate, gift, income, and generation-skipping transfer tax matters while working directly alongside respected partners.

This opportunity stands out because of its combination of sophisticated legal work, meaningful client relationships, collaborative culture, and significant responsibility from day one. Attorneys will gain substantial exposure to complex estate planning matters while helping clients preserve wealth across multiple generations.

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Duties

• Advise family offices, high-net-worth individuals, and closely held business owners on sophisticated estate and tax planning matters.

• Design and implement advanced lifetime and testamentary estate planning strategies.

• Analyze complex income, estate, gift, fiduciary, and generation-skipping transfer tax issues.

• Supervise legal research related to tax planning techniques and wealth preservation strategies.

• Prepare educational materials, presentations, and planning summaries for clients.

• Meet directly with clients to understand their objectives and provide customized legal guidance.

• Manage estate planning matters from initial consultation through final implementation.

• Coordinate with accountants, financial advisors, and other professional advisors when appropriate.

• Review and oversee drafting of sophisticated estate planning documents.

• Mentor and supervise junior attorneys while providing guidance on complex legal issues.

• Ensure client matters progress efficiently while maintaining exceptional service standards.

• Handle multiple sophisticated projects simultaneously while meeting demanding deadlines.

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Requirements

• Minimum 8 years of experience in estate planning, trusts and estates, or private client services.

• Active bar membership and good standing in the applicable jurisdiction.

• Extensive knowledge of estate, gift, income, fiduciary, and generation-skipping transfer tax laws.

• Experience representing high-net-worth individuals, family offices, or closely held businesses.

• Demonstrated ability to independently manage sophisticated client matters.

• Strong project management and leadership experience.

• Ability to supervise junior attorneys and coordinate legal teams.

• Excellent analytical, drafting, organizational, and problem-solving skills.

• Outstanding client communication and relationship-building abilities.

• Ability to manage multiple priorities while consistently meeting deadlines.

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Education

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

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Certifications

• Active Bar admission in the applicable jurisdiction.

• Membership in good standing with the applicable state bar.

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Skills

• Advanced estate planning and wealth transfer strategies.

• Trust and estate administration.

• Federal income, estate, and gift tax planning.

• Fiduciary tax planning.

• Client counseling and relationship management.

• Legal drafting and document preparation.

• Leadership and attorney supervision.

• Excellent written and verbal communication.

• Strong organizational and project management skills.

• Exceptional attention to detail.

• Ability to work collaboratively in a sophisticated legal environment.

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Benefits

• Comprehensive medical insurance.

• Dental insurance.

• Vision insurance.

• Profit-sharing program.

• Generous paid time off.

• Flexible reimbursement account for personal well-being expenses.

• Collaborative and supportive professional environment.

• Opportunity for long-term career growth and advancement.

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Why Join This Firm?

This nationally recognized boutique law firm has earned an outstanding reputation for delivering sophisticated legal services while maintaining a collaborative and inclusive culture. Attorneys enjoy meaningful client interaction, direct access to experienced partners, and opportunities to work on complex, multi-generational estate planning matters that have a lasting impact on clients and their families.

The firm's commitment to professional development, mentorship, and long-term career advancement makes this an outstanding opportunity for experienced estate planning attorneys seeking a partner-track position. Attorneys benefit from a supportive environment that encourages leadership, innovation, and exceptional client service while working alongside highly accomplished practitioners.

This Estate & Tax Planning Attorney opportunity is actively interviewing qualified candidates. Experienced professionals seeking Boston legal jobs, Massachusetts legal jobs, or a Partner-track position with a respected law firm estate planning associate practice are encouraged to apply.

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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.