Overview
Wealth Management Group – Experienced Associate Jobs in Boston, Massachusetts, USA at Choate, Hall & Stewart LLP
With more than 100 years of history and experience, Choate Wealth is a fully integrated, high-touch, multi-family office. We provide coordinated and highly personalized advice for clients on estate, philanthropic, and tax planning, and we offer professional trustee services and independent investment management advice through Choate Investment Advisors, our SEC-registered investment advisory firm. It’s rare to find such a comprehensive offering under one roof.
Job Functions / 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:
oDeveloping long-term estate planning strategies
oDrafting estate planning documents
oAdvising on lifetime gifts
oHandling estate and trust administration matters
oAssisting with advising family businesses and charitable organizations
Qualifications
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.
Schedule
The Firm is currently operating in a hybrid model, with the requirement that everyone should be in the office at least four days per week. This schedule is subject to change dependent on Firm, department and client needs, and will be routinely evaluated.
Work Authorization
Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).
About the Firm
Choate, one of the nation’s premier law firms, is different from most Big Law firms in ways we believe materially benefit our clients and our talent. All of our lawyers are under one roof in Boston, focused in areas where we practice at the top of the market, nationally and internationally, and represent clients in their largest and most significant matters.
Required
Preferred
Job Industries
Other
Title: Wealth Management Group – Experienced Associate
Company: Choate, Hall & Stewart LLP
Location: Boston, Massachusetts, USA
Category: Finance & Banking (Tax Law, Financial Consultant), Law/Legal (Tax Law)
