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    Estate Planning Associate - Boston, United States - Tandym Group

    Tandym Group
    Tandym Group Boston, United States

    3 weeks ago

    Tandym Group background
    Legal
    Description

    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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