Senior Associate - Trust & Estates

Senior Trusts & Estates Associate

Confidential Law Firm Opportunity | Boston, MA

Compensation: $280,000 – $420,000 Base Salary + Bonus + Benefits

Employment Type: Full-Time | Partner Track

Work Arrangement: Hybrid – Four Days In-Office

About the Opportunity

Oculus Group is partnering with a prestigious, nationally recognized law firm to identify an experienced Senior Trusts & Estates Associate for its sophisticated Private Client and Wealth Planning practice.

Our client offers a highly collaborative environment serving ultra-high-net-worth individuals, multigenerational families, family-owned businesses, trusts, and charitable organizations. The practice combines sophisticated legal counsel with integrated investment advisory, fiduciary, and trust administration capabilities.

This is an exceptional opportunity for an accomplished estate planning attorney seeking complex, high-value client work, meaningful client interaction, and long-term professional growth within a partner-track environment.

Key Responsibilities

• Advise ultra-high-net-worth individuals and families on sophisticated estate, gift, and generation-skipping transfer tax planning strategies.
• Develop and implement comprehensive estate and wealth transfer plans, including complex multigenerational planning structures.
• Draft, review, and negotiate sophisticated estate planning documents, including wills, trusts, and related instruments.
• Counsel clients regarding lifetime gifting strategies, wealth preservation, and tax-efficient asset transfers.
• Advise on estate and trust administration, fiduciary matters, and related tax considerations.
• Assist family-owned businesses and charitable organizations with succession planning, philanthropic strategies, and wealth transfer matters.
• Collaborate with experienced attorneys, investment professionals, and trust administration specialists to deliver coordinated client solutions.
• Build and maintain trusted relationships with high-net-worth clients and their professional advisors.

Qualifications

• 4+ years of substantive experience in sophisticated trusts and estates, private client, and wealth planning matters.
• Strong technical knowledge of federal estate, gift, and generation-skipping transfer taxation.
• Demonstrated experience drafting complex estate planning documents and advising ultra-high-net-worth clients.
• Excellent analytical, drafting, communication, and professional judgment skills.
• Ability to independently manage sophisticated matters while collaborating with attorneys and other advisory professionals.
• Exceptional client service orientation, discretion, and commitment to confidentiality.
• Experience leveraging generative AI tools for legal research, drafting, and workflow efficiency, with appropriate attention to accuracy, confidentiality, and professional ethics.
• Juris Doctor (J.D.) from an accredited law school and admission to practice law, or eligibility for admission, in Massachusetts.

Why Consider This Opportunity?

• Sophisticated Clientele: Work directly with ultra-high-net-worth individuals and families on complex estate, tax, and wealth planning matters.
• Integrated Advisory Platform: Collaborate with professionals across legal, investment advisory, and fiduciary services.
• High-Caliber Legal Practice: Join an established team known for sophisticated legal work, exceptional client relationships, and a collaborative culture.
• Meaningful Responsibility: Gain substantial client exposure and hands-on involvement in sophisticated planning matters.
• Long-Term Career Development: Partner-track opportunity with strong professional growth potential.
• Competitive Compensation: Attractive base salary, bonus opportunities, and comprehensive benefits.

Compensation & Benefits

The anticipated base salary range for this position is $280,000 – $420,000 annually , depending on experience, qualifications, and attorney level. Additional compensation may include performance-based bonuses and a comprehensive benefits package.

Oculus Group is an independent recruiting network connecting accomplished professionals with leading law firms and organizations nationwide. Our Legal Recruiting Partners specialize in identifying exceptional legal talent and facilitating confidential career opportunities.

All inquiries and applications will be handled confidentially.