Private Clients Partner

Posted 13 Days Ago
Be an Early Applicant
02110, Boston, MA, USA
In-Office
225K-225K Annually
Senior level
Professional Services
The Role
Partner-level attorney leading complex estate planning, trust and estate administration, fiduciary representation, wealth transfer, and tax matters. Advises high-net-worth clients, fiduciaries, and organizations; supervises estate and trust administration and tax filings; collaborates with financial professionals; develops client relationships and business opportunities; mentors team members; and provides guidance on evolving trusts, estates, tax, and regulatory issues.
Summary Generated by Built In

Verrill is seeking an experienced, partner-level attorney to join the Private Clients & Fiduciary Services Group in our Boston, Massachusetts office. As one of New England’s leading full-service law firms, Verrill offers the opportunity to do meaningful work alongside exceptional colleagues in a collaborative, supportive, and professional environment. We are committed to attracting talented individuals who are dedicated to excellence, client service, and continuous growth and development in their careers.

Position Overview and Responsibilities

Our Private Clients & Fiduciary Services Practice Group is among the most experienced in New England. Our attorneys work closely with individuals and families to understand the clients’ priorities and goals and their intentions for the legacies they wish to achieve. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and organizations, in all aspects of trust and estate work. The successful candidate will collaborate closely with attorneys and professional advisors while providing practical, client-focused counsel and contributing to the continued growth of the Private Clients & Fiduciary Services practice. Candidates must be able to work a hybrid schedule with at least four (4) in-office days per week.

Responsibilities include, but are not limited to:

  • Serve as lead counsel on complex estate planning, trust and estate administration, fiduciary representation, and wealth transfer planning matters for individuals, families, business owners, and fiduciaries.
  • Advise clients on sophisticated estate, gift, generation-skipping transfer, income tax, and charitable planning strategies designed to achieve long-term wealth preservation, tax minimization and succession objectives.
  • Counsel individual and corporate fiduciaries on trust and estate administration, fiduciary duties, risk management, and compliance with applicable legal and tax requirements.
  • Oversee the administration of complex estates and trusts, providing strategic guidance throughout the probate and settlement process.
  • Supervise and review the preparation and filing of estate, gift, fiduciary income tax, and related tax returns, ensuring technical accuracy and compliance.
  • Collaborate with financial advisors, accountants, trust officers, and other advisors to develop and implement integrated client solutions.
  • Build, maintain, and expand trusted client relationships through exceptional service, strategic counsel, and responsiveness to evolving client needs.
  • Contribute to the growth of the firm's Private Clients Group through business development, networking, thought leadership, and cross-selling opportunities across practice areas.
  • Mentor and develop associates, trust and estate administrators, and other team members, fostering a collaborative and high-performing practice.
  • Stay current on developments in trusts and estates law, taxation, and related regulatory matters, and provide guidance to clients and colleagues on emerging issues.

Experience and Qualifications

  • Juris Doctor (J.D.) degree from an ABA-accredited law school and active membership in good standing with the Massachusetts State Bar, or eligibility to obtain admission within a reasonable timeframe.
  • At least eight (8) years of experience in estate planning, trust and estate administration, and related tax matters.
  • Demonstrated success developing, managing, and expanding client relationships, with strong business judgment, leadership skills, and a commitment to exceptional client service.
  • Collaborative team player with a desire to mentor colleagues, work across practice groups, and identify opportunities for business growth.
  • Exceptional legal research, writing, drafting, and verbal communication skills, including proficiency with Westlaw, Bloomberg Tax and other legal research tools.
  • Strong analytical, critical thinking, and problem-solving abilities, with excellent attention to detail and the ability to manage multiple priorities and competing deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), CCH (or comparable tax preparation software) and other related technology platforms.
  • Willingness to support senior attorneys in client succession planning efforts, including serving as a professional fiduciary.
  • Established practice with a portable book of business welcomed but not required.

Compensation and Benefits

The anticipated base salary for this position starts at $225,000. This is Verrill’s good faith estimate of the annual salary for the position at the time of this posting for the indicated location. Final base salary will be determined by several factors including, but not limited to skills, experience, job-related qualifications, and other market factors. This salary represents only one component of a comprehensive compensation and benefits package at Verrill.

Verrill is an equal opportunity employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military status, protected veteran status, and other statuses protected by law.

Applications will be reviewed in the order they are received, and the position will remain open until filled. If you need assistance with the application process, please reach out to the Talent Acquisition Team.

Skills Required

  • Juris Doctor degree from an ABA-accredited law school
  • Active membership in good standing with the Massachusetts State Bar or eligibility to obtain admission within a reasonable timeframe
  • At least 8 years of experience in estate planning, trust and estate administration, and related tax matters
  • Demonstrated success developing, managing, and expanding client relationships
  • Strong business judgment and leadership skills
  • Commitment to exceptional client service
  • Ability to collaborate across practice groups and mentor colleagues
  • Exceptional legal research, writing, drafting, and verbal communication skills
  • Proficiency with Westlaw, Bloomberg Tax, and other legal research tools
  • Strong analytical, critical thinking, and problem-solving abilities
  • Excellent attention to detail and ability to manage multiple priorities and competing deadlines
  • Proficiency with Microsoft Office Suite
  • Proficiency with CCH or comparable tax preparation software
  • Willingness to support senior attorneys in client succession planning, including serving as a professional fiduciary
  • Established portable book of business
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The Company
HQ: Portland, ME
Year Founded: 1862

What We Do

Verrill is a law firm formed by the merger of Verrill Dana and Rackemann, Sawyer & Brewster on January 1, 2022. Recognized as one of New England's top firms, it provides a wide range of legal services, including litigation, commercial finance, corporate governance, and private client services. The firm focuses on providing professional legal counsel and strategic advisory to its clients.

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