Senior Estate and Tax Planning Attorney (Boston) Job at BCG Attorney Search, Boston, MA

MDBwcDFwZkY0OG9tcVlXWVlxL1RmcUJZOEE9PQ==
  • BCG Attorney Search
  • Boston, MA

Job Description

A law firm seeks a Senior Estate and Tax Planning Attorney with 11 years of post-J.D. experience to join its Boston office. The successful candidate will craft sophisticated estate and tax strategies for high-net-worth individuals and families, collaborate with cross-functional teams, and guide clients through complex federal and state tax rules.

Duties

  • Develop and implement estate, gift, and generation-skipping transfer tax plans
  • Draft and review wills, revocable and irrevocable trusts, powers of attorney, and related documents
  • Coordinate multistate estate administrations and trust administrations
  • Advise clients on business succession planning and tax-efficient ownership transfers
  • Conduct federal and state tax research and prepare detailed memoranda
  • Represent clients in IRS and Massachusetts Department of Revenue audits and appeals
  • Mentor junior attorneys and contribute to client development initiatives

Requirements

  • 11 years of specialized experience in estate planning and federal and state tax law
  • Active admission to the Massachusetts Bar
  • Demonstrated ability to manage complex client engagements and deadlines
  • Proven track record with high-value estate and gift tax matters
  • Exceptional analytical, drafting, and client-communication skills

Education

  • Juris Doctor (JD) from an ABA-accredited law school

Certifications

  • Active Massachusetts Bar admission

Skills

  • Advanced proficiency with tax research tools (CCH, RIA, Bloomberg Tax)
  • Expertise in drafting complex estate-planning instruments and tax memoranda
  • Strong project management and leadership abilities
  • Excellent oral advocacy and presentation skills
  • Familiarity with estate-planning software (e.g., WealthDocx, Drafting Docs)
  • Competitive compensation package
  • Comprehensive medical, dental, and vision insurance
  • 401(k) plan with employer match
  • Generous paid time off and professional development allowance

Company info

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

#J-18808-Ljbffr

Job Tags

Full time, Work at office,

Similar Jobs

Foundations Education Solutions, A Member of the Point Quest...

Special Education Teacher Job at Foundations Education Solutions, A Member of the Point Quest...

 ...Special Education Teacher at Foundations Education Solutions, A Member of the Point Quest Group summary: A Special Education Teacher...  ...classroom. Write updates for each student's annual IEP in coordination with the state standards, school district expectations, and... 

WASH

Branch General Manager Job at WASH

 ...Job Description About the Role: Are you ready to elevate your career? If so, we are looking for a Branch General Manager for our Miami, FL location. In this role, you will manage the profitability of your assigned territory from revenue to profitability across your... 

Aspire Bakeries

Food Safety and Quality Assurance Supervisor Job at Aspire Bakeries

 ...from leading bakery companies, its innovative food portfolio includes breads, artisan breads, buns...  ...help us deliver on People Safety, Food Safety, Quality and Collaboration. The Food Safety and Quality Assurance (FSQA) Supervisor has the primary responsibility... 

ZipRecruiter

Legal Operations Manager Job at ZipRecruiter

Job DescriptionJob DescriptionEmerald is seeking a Legal Operations Manager to join our legal team. In this role, youll help review commercial contracts, manage corporate filings with the SEC, and roll out scalable processes to keep things running smoothly. Youll report... 

New Catalyst

Junior Marketing Associate - Entry Level at New Catalyst Louisville, KY Job at New Catalyst

 ...Junior Marketing Associate - Entry Level job at New Catalyst. Louisville, KY. Kickstart Your Marketing Career No Experience Needed! Are you creative, motivated, and ready to start your journey in marketing? Join our growing team as a Junior Marketing Associate...