Estate Planning Associate

3 weeks ago


Boston, United States Tandym Group Full time

A boutique law firm in Boston is looking for a mid-level Associate to join their growing Estate Planning team.

Responsibilities:

The Estate Planning Associate will be responsible for assisting with:

  • Probate
  • Trust and estate administration
  • Estate and gift tax return preparation
  • Drafting basic estate planning documents
  • Performing other duties, as needed

Qualifications:

  • 3+ years of experience
  • Bachelor's Degree
  • Proficiency in Probate, Trust & Estate Administration, Estate & Gift Tax Returns, and Estate Planning
  • Computer savvy
  • Solid analytical and problem solving skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized

Desired Skills:

  • Large firm experience and/or Portable Billings


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