Choate, Hall & Stewart LLP · 21 hours ago
Experienced Wealth Management Associate
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$260K/yr - $365K/yr
3+ years expChoate, Hall & Stewart LLP is a premier law firm with over 100 years of history, specializing in wealth management and estate planning. They are seeking an Experienced Wealth Management Associate to provide sophisticated estate planning and tax analysis for ultra-high net worth clients, collaborating with a team of investment and trust administration professionals.
LegalProfessional Services
No H1B
Responsibilities
Focus on sophisticated estate planning and gift and estate tax analysis
Help some of the world's wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in-house investment and trust administration professionals
Work with ultra-high net worth clients on various sophisticated wealth planning issues, including:
Developing long-term estate planning strategies
Drafting estate planning documents
Advising on lifetime gifts
Handling estate and trust administration matters
Assisting with advising family businesses and charitable organizations
Qualification
Required
Three (plus) years of experience focusing on sophisticated estate planning and gift and estate tax analysis
Excellent professional judgement
Strong commitment to delivering exceptional client service
Strong tax and drafting skills
Must be proactive, client service-focused, and able to work independently
Experience working with ultra-high net worth clients on various sophisticated wealth planning issues
Benefits
A generous benefits package
Company
Choate, Hall & Stewart LLP
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways we believe materially benefit our clients.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James MacLean
Chief Financial Officer
Charles Cheever
Managing Partner
Recent News
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