Associate (Estate Planning & Trust, HNW) at Jobot

Partnership Track - Hybrid - 1700 Billables

This Jobot Job is hosted by: Amanda Cohen
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $150,000 - $150,000 per year

A bit about us:

We are a boutique Boston-based law firm specializing in estate planning, probate administration, transfer tax strategy, business succession, and charitable planning. For over 50 years, our reputation has been built on lasting client relationships founded on trust, integrity, and personal attention. We pride ourselves on delivering customized legal solutions for high-net-worth individuals and families, while fostering a collaborative environment rooted in professionalism and respect. Here, you’re not just another attorney—you’re a trusted advisor.

Why join us?

Dedicated Support – Attorneys are paired with assistants at a 1:1 or 1:2 ratio, providing full administrative and drafting support. Associates are not expected to draft documents themselves, allowing them to focus on strategic client work and higher-level planning.

Client-Facing Opportunities – Associates work directly with clients from day one, gaining firsthand experience with sophisticated estate and trust matters. For those who prefer a more behind-the-scenes role, the firm offers flexibility to accommodate different working styles.

Work/Life Balance – We believe top-tier legal work and a fulfilling personal life can go hand-in-hand. The firm fosters a healthy, sustainable pace for long-term success.

Collaborative Culture – Our close-knit team thrives on mentorship, shared expertise, and mutual respect. Your voice matters here, and your growth is prioritized.

Compensation & Benefits – The firm offers a generous annual bonus structure, comprehensive medical, dental, life, STD/LTC insurance, commuting expense benefits, paid time off, and a 401(k) with matching and vesting after one year.

Path to Partnership – Associates who are driven, client-focused, and committed to excellence have a clear and supported path to partnership.

High-Caliber Work – Work with ultra-high-net-worth clients on meaningful estate, tax, and succession planning. Associates are seen, supported, and trusted as key contributors in the client relationship.

Job Details

We are seeking a dedicated and detail-oriented Associate to join our growing firm. The ideal candidate will have experience in estate and trust planning, transfer tax matters, or probate administration, and will be excited to work in a boutique firm environment with a high level of client interaction. The ideal candidate will also have experience working with HNW and UHNW clients.

Responsibilities:

Advise clients on estate, gift, and generation-skipping transfer tax matters

Assist with estate and trust administration, including probate proceedings

Coordinate closely with clients, accountants, financial advisors, and other professionals

Manage client relationships with the highest degree of discretion and professionalism

Collaborate with partners and other attorneys on case strategy and execution

Requirements:

J.D. and admission to the Massachusetts Bar

3+ years of relevant experience

Strong academic background and writing skills

Interest in working with UHNW clients and a desire for direct client contact

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.