Wealth Management Attorney

Posted One Month Ago
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Boston, MA, USA
In-Office
Mid level
Professional Services • Consulting
The Role
Associate-level attorney to join a Wealth Management Group advising high-net-worth clients. Requires knowledge of gift, estate, GST tax laws and trusts, and experience drafting estate planning documents. Strong professional judgment and client-service orientation; large-firm experience preferred.
Summary Generated by Built In
Company Description

LEWIS & ASSOCIATES  is a leader in providing Legal and Administrative staffing services.  We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand the demanding role of recruiting to source the highest level of legal professionals while incorporating proven, innovative, and successful recruiting techniques.

Job Description

A well known law firm seeks a 2nd to 4th Year associate (2010 – 2012 law school graduates) to join its nationally-renowned Wealth Management Group. The firm has been one of the country's premier law firms for over a century.  Their mission is to help important clients capitalize on their most promising opportunities, find solutions to their most pressing problems, and provide exceptional judgment, service and value.  They also maintain as a core value giving back to the community which has given so much to them.

Qualifications

Qualified candidates should have developed knowledge of gift, estate and GST tax laws, and of trusts and estate laws.  Experience drafting estate planning documents for high net worth clients is required.  Ideal candidates possess excellent professional judgment and are highly motivated to provide exceptional client service.  Large firm experience preferred.

Additional Information

Only candidates that meet the requirements will be contacted. 

Skills Required

  • Developed knowledge of gift, estate, and GST tax laws
  • Knowledge of trusts and estate laws
  • Experience drafting estate planning documents for high net worth clients
  • Excellent professional judgment and strong client service orientation
  • Large firm experience
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The Company
6 Employees
Year Founded: 2013

What We Do

Lewis & Associates LLC is an award-winning, Black woman-owned consulting firm. The organization is dedicated to intentionally and purposefully supporting nonprofits, small businesses, government agencies, and philanthropic organizations. By providing expert business consulting and professional services, they help these diverse entities navigate operational challenges, optimize their impact, and achieve their long-term strategic goals through tailored support and guidance.

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