Jobs in Wellesley, MA

Job ID: 410475

Practice area:- Estate & Tax Planning

Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts

Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.

This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.

Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.

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Key Responsibilities

• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.

• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.

• Provide clear guidance to clients on estate, tax, and probate considerations.

• Serve as a trusted advisor throughout the estate planning process.

• Review completed plans with clients to ensure clarity and full understanding of legal strategies.

• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.

• Manage estate planning matters from consultation through execution and completion.

• Oversee signing ceremonies to ensure proper execution of legal documents.

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

• Conduct legal research to remain current on estate planning and tax law developments.

• Provide status updates to the managing attorney on ongoing matters.

• Contribute ideas and improvements to enhance estate planning workflows and client service.

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Qualifications

• Juris Doctor (JD) from an accredited law school.

• Active Massachusetts Bar required or eligibility for admission.

• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.

• Experience drafting wills, trusts, and related estate planning documents.

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

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Education

• Juris Doctor (JD) from an accredited law school.

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Certifications

• Active admission to the state bar.

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Skills

• Ability to build strong rapport with clients and referral partners.

• Strong listening and analytical questioning skills.

• Ability to explain complex estate planning strategies in accessible terms.

• Confidence in direct client interaction.

• Ability to thrive in a small, collaborative, fast-paced legal environment.

• Professional, client-focused, and relationship-driven demeanor.

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Culture & Firm Appeal

This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.

Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.

For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.

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Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

• Opportunity to manage estate planning matters from consultation through execution.

• Strong mentorship and collaborative firm culture.

• Opportunity to build long-term relationships with clients and referral sources.

• Partner-track position with long-term growth potential.

• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.

This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.

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Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

• Prepare and revise pleadings and other documents filed with the court. Understands and follow through with filing process, including manual filings and any e-filing process the court may require.
• Prepare documents for Trust Wills and Estates.
• Work closely with attorneys on preparing court filing and follow up with clients.
• Originate correspondence as directed, review and route incoming correspondence.
• Edit and post bills and manage filing.
• Create, scan and revise a variety of documents.

• Bachelor's degree preferred, as well as paralegal certificate.

• 3+ years of legal support experience preferably in family law or litigation practice area.

• Proficiency in MS Office Suite, including Word, Excel, Outlook and PowerPoint.
• Must be highly organized and able to manage time extremely well.
• Ability to conduct multiple tasks and meet and exceed deadlines.

• Collaborate with attorneys, providing support across all parts of family law litigation, including divorce, child custody, marriage agreements, and property settlements.
• Demonstrate strong understanding of, and experience with, Rules 401 and 410.
• Promote open lines of communication with the court, clients, opposing counsel, and experts on behalf of attorneys, serving as a liaison between the client and the attorneys.
• Organize and maintain clients' electronic files and legal documents, ensuring accuracy and timeliness.
• Perform legal research, manage attorney calendars, and ensure court deadlines are met.
• Draft legal forms, pleadings, and other documents for court filing.
• Contribute to discovery, including document collection, review, and production.
• Prepare attorneys for trials, depositions, and hearings by creating the necessary pleadings, trial notes, and exhibit binders.
• Prepare and revise pleadings and other court documents, following required manual and e-filing processes.
• Handle financial statements and child support guidelines.
• Provide additional support as needed

• Bachelor's degree
• Paralegal Certificate a plus, but not required.
• 3-5+ years of experience as a litigation paralegal working in family law.
• Familiarity with Massachusetts local rules and courts.
• Strong understanding of complex billing procedures.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional, client-focused attitude with a "can-do" approach.
• Ability to work independently and collaboratively.
• Strong writing, organizational, and interpersonal skills.

Customs and Border Protection Officer (CBPO) NEW RECRUITMENT INCENTIVES! Customs and Border Protection (CBP) offers those interested in a career in law enforcement anDepartment of Homeland Security workforce, protecting American interests and securing our nation.DON'T FORGET TO CHECK OUT THE INCENTIVES – SEE SALARY SECTION BELOW As a Customs and Border Protection Officer (CBPO), you will be part of our 60,000+ workforce thatLaw Enforcement Officer (LEO) profession.Enforcing customs, immigration, and agriculture laws and regulations.Facilitating the flow of legitimate trade and travel.Eastport, Houlton, Jackman, Madawaska, Van Buren, and Vanceboro, ME; Grand Portage and International Falls, MN; Wild Horse, MT; operational and mission requirements and critical agency hiring needs for entry-level CBPOs asdetermined by the CBP Office of Field Operations (OFO).Recruitment Incentive
** Newly appointed Customs and Border Protection Officers (as defined inwill be offered up to a $15,000 incentive per year, for a three-year service contract, in theMaine: Calais, Eastport, Houlton, Jackman, Madawaska, Van Buren, VanceboroGrand Portage, International FallsWashington: Blaine, Oroville
**Recruitment Incentive
** Newly appointed Customs and Border Protection Officers (as defined in 5 CFR 575.102 will be offered up to a $15,000 incentive per year, for a four-year service contract, in the following locations:Note: A fully trained CBPO is eligible for up to $45,000 in overtime pay in addition to the starting salary.Officers are eligible to select from an array of federal employment benefits that include health, dentalSavings Plan, a retirement plan akin to a traditional and ROTH 401(k) offering.

A minimum of three (3) years full-time general work experience that demonstrates theA bachelor's degree or successful completion of a full four (4)-year course ofstudy in any field leading to a bachelor's degree from an accredited college or university; education AND general work experience.

unofficial college transcripts submitted with your application.

A minimum of one (1) year of specialized full-time work experience equivalent to at leastPerforming physical inspections of people, documents or goods for criminal activity, fraud, and/or illegal operations.Utilizing observational techniques, evaluating facts, and reviewing documentation while applying Federal, State, or local laws and regulations.A bachelor's degree with Superior Academic Achievement based on (1) class standing, (2) grade-point average (3.0 or higher), or (3) honor society membership; OR one (1) full year of graduate-level education.

A combination of specialized work experience equivalent to the next lower grade level AND graduate level education from an accredited college or university.

This will be calculated using your resume and official or unofficial transcripts submitted with your application.

If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GS-9 grade level.

See the GS-9 Job Opportunity Announcement (JOAs) at USAJOBS, the federal government's official employment site to determine if you qualify.

Citizen to apply for this position.

S.

residency (includes protectorates as declared under international law) for at least three (3) of the last five (5) years.

In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions.

Candidates must be referred for selection to the Customs and Border Protection Officer position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03.

The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.Veterans' Preference: You may also be eligible for an excepted service Veterans Recruitment Appointment (VRA).

The age restriction does not apply if you are Veterans' Preference eligible.

Formal Training:You will be required to complete a paid pre-academy orientation for approximately two (2) weeks at your home port.

You will then attend a 101-day training program – CBP Field Operations Academy – conducted at the Federal Law Enforcement Training Center (FLETC) located in Glynco, GA.

This training consists of basic law enforcement skills, immigration laws, firearms training, examination of cargo/bags/merchandise, physical fitness, etc.

Candidates assigned to the southern border, Miami, or Puerto Rico duty locations must attend and pass an online Spanish training program, which will be completed at their home port.

Click the Apply button on this site.

You will be linked to the CBP Talent Network page.

For Position of Interest, select Customs and Border Protection Officer.

You'll then receive a link(s) to the CBPO JOA(s) on USAJOBS to complete your application.

Be certain to review ALL details of the job opportunity announcement and follow all instructions in the application process, including items (resume, transcripts, etc.) You will be evaluated based on your resume, supporting documents, and the CBPO Entrance Exam.

As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with OFO and CBP.

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