Private Client International Estate Planning Associate / Senior Associate

Job Overview
A well-established and highly respected law firm is seeking an experienced International Estate Planning Associate or Senior Associate to join its Private Client Department. The ideal candidate will have at least 4 years of experience in sophisticated international estate planning for high-net-worth individuals and families. The position offers flexibility in location, with the option to work from any of the firm’s offices, and a hybrid in-office/remote work schedule.

Location

• Boston, MA

Duties

• Provide expert legal counsel on international estate planning, focusing on high-net-worth clients.
• Advise U.S. and non-U.S. taxpayers on cross-border tax and estate planning matters, wealth management structures, and legal strategies that comply with multi-jurisdictional tax and legal considerations.
• Develop and implement strategies for foreign trusts, pre-immigration, expatriation, and U.S. property acquisitions by non-U.S. persons.
• Guide clients on compliance with U.S. tax reporting and obligations concerning foreign accounts, corporations, and trusts.
• Collaborate with multi-disciplinary teams to address complex legal matters involving trusts, estates, tax, and business transactions.
• Build and maintain strong client relationships through exceptional service and strategic guidance.

Requirements

• Minimum of 4 years of experience in international estate planning, with a focus on cross-border tax issues and wealth management.
• Strong technical knowledge and experience in sophisticated estate and tax planning for high-net-worth individuals.
• Demonstrated ability to work independently while also collaborating effectively within a team.
• Strong written and verbal communication skills, including the ability to clearly explain complex legal concepts to clients.
• Proficiency in managing and developing client relationships.
• Must be a member in good standing of the bar in the jurisdiction where the position will be based.

Education

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

Certifications

• Active membership in the Bar in the jurisdiction where the role will be practiced.

Skills

• Expertise in international estate planning and cross-border tax laws.
• Strong problem-solving skills, with the ability to develop creative and effective solutions for clients.
• Ability to manage multiple complex matters and meet deadlines.
• Excellent research and analytical skills.
• Proficiency in drafting and reviewing estate planning documents and legal agreements.

Benefits

• Comprehensive benefits package, including health, dental, and retirement plans.
• Hybrid work schedule offering flexibility and work-life balance.
• Opportunity for career growth and advancement, including a clear path to partnership.
• Ongoing professional development and mentoring opportunities.
• Collaborative, inclusive, and supportive work environment.

We get a lot of questions about a firm's pro bono policy. The truth is that while many firms have pro bono programs, but many don't really create a situation where an associate is encouraged to give back to the community. This firm is one of the best we've seen for creating incentives for associates to really give back to the community in a variety of ways, including providing low cost legal services. All this in a corporate firm with a full service practice. This large Northeastern firm is polished, with devoted small, regional, and some national clientele. Don't be fooled, this firm expects serious contributions in terms of billable hours, especially in their complex insurance practice, but is happy to dole out the rewards.