Senior Attorney-Trusts and Estate Panning

Marshall Graham

Boston, Massachusetts

JOB DETAILS
SKILLS
Attorney, Business Development, Dental Insurance, Estate Planning, Event Management, High Net Worth, Legal, Liquidity, Mergers and Acquisitions, Risk, Tax Planning, Value-Added Tax (VAT), Vision Plan
LOCATION
Boston, Massachusetts
POSTED
4 days ago

Shape the financial futures of those who built something extraordinary.

This is a rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions — liquidity events, generational legacies, and the families navigating both.

5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required

You won't be doing surface-level work here. The firm's private wealth practice is deeply integrated with its corporate and transactional teams — which means you'll regularly advise on the estate planning implications of M&A deals, founder liquidity events, and IPOs. It's the kind of sophisticated, multi-dimensional work that's hard to find.

What You'll Be Doing

  • Crafting advanced estate, gift, and GST tax strategies for high-net-worth individuals and family enterprises
  • Guiding fiduciaries, trustees, and family offices through governance, administration, and risk decisions
  • Advising founders and executives on wealth transfer planning tied to major corporate transactions
  • Drafting sophisticated trust instruments, estate planning documents, and related structures
  • Building financial and tax projections that support complex wealth transfer planning

What We're Looking For

The essentials:

  • J.D. from an accredited law school with strong academic credentials
  • Active U.S. bar admission, or eligibility to obtain admission in a relevant jurisdiction
  • 5+ years of hands-on experience in estate planning, trust administration, and tax strategy
  • Strong drafting instincts and the ability to manage complex matters with confidence

Nice to have:

LL.M. in Taxation, Estate Planning, or a related discipline

Experience advising founders or executives on M&A, IPO, or liquidity event planning

Familiarity with closely held businesses and family partnership structures

Business development experience or portable relationships — welcomed but not required

Why This Role

Compensation: Competitive salary and bonus structure that reflects the caliber of work you'll be doing

Benefits: Comprehensive premium healthcare and benefits package

Flexibility: Hybrid work schedule — structure your week in a way that works for you

Clientele: Work directly with founders, executives, and multi-generational family enterprises at pivotal moments

Growth: A genuinely collaborative culture where your professional development is a shared priority

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

About the Company

M

Marshall Graham