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Private Client Fiduciary Jobs (NOW HIRING)

Phaxis

Director, Private Client Group

Manhattan, NY · On-site

$200K - $350K/yr

... Private Client Group to join their teams. This is a hybrid position is in New York City. The ... Review advanced individual, fiduciary, and partnership tax returns and related deliverables.

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Private Client Fiduciary information

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$60K

$65.5K

How much do private client fiduciary jobs pay per year?

As of Sep 12, 2026, the average yearly pay for private client fiduciary in the United States is $60,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

What is a private client fiduciary?

Private Client Fiduciaries are professionals or institutions responsible for managing assets, trusts, or estates on behalf of individuals or families. They act in the best interests of their clients, handling financial, legal, and sometimes personal matters according to the terms set by the client or by law. Their duties often include investment management, estate planning, tax compliance, and ensuring the smooth transfer of wealth across generations. Private Client Fiduciaries are required to uphold high ethical standards and act with loyalty and impartiality.

How does a private client fiduciary collaborate with other professionals to manage client estates effectively?

Private Client Fiduciaries regularly work alongside attorneys, accountants, investment advisors, and tax professionals to ensure all aspects of a client’s estate are properly managed. This collaboration is essential for addressing complex legal, financial, and tax issues, especially when administering trusts or settling estates. Strong communication skills and a team-oriented mindset help ensure that all parties are aligned with the client’s best interests, streamlining decision-making and minimizing risks. Effective collaboration also supports compliance with evolving regulations and enhances the client experience.

What are the key skills and qualifications needed to thrive as a private client fiduciary, and why are they important?

To thrive as a Private Client Fiduciary, you need a solid understanding of trust and estate administration, financial management, and relevant legal principles, typically supported by a degree in finance, law, or a related field. Familiarity with fiduciary accounting systems, trust management software, and certifications such as CTFA (Certified Trust and Fiduciary Advisor) are often required. Strong interpersonal skills, discretion, and ethical judgment help build client trust and effectively manage sensitive matters. These skills ensure the proper management of client assets, compliance with regulations, and the development of long-term client relationships.

What are popular job titles related to Private Client Fiduciary jobs?

For Private Client Fiduciary jobs, the most frequently searched job titles are:

Private Client Trusts & Estates Associate Attorney

Boston, MA • Hybrid

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Direct Counselexternal

$200K - $245K/yr

Full-time

Re-posted 11 days ago

Key responsibilities

  • Advise high-net-worth individuals and families on sophisticated estate planning strategies

  • Draft and implement trusts, wills, gift and generation-skipping transfer structures, and family entity and succession vehicles

  • Handle estate and trust administration matters and counsel clients on estate, gift, income, and fiduciary tax issues

Job description

Private Client Trusts & Estates Associate Attorney

Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm in Boston.

This is an exceptional opportunity for an attorney with 4+ years of trusts and estates experience to join a premier private client platform handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer strategy, and tax-efficient succession planning.

The role offers direct exposure to high-net-worth families, fiduciaries, retirement asset planning, charitable strategies, and multigenerational wealth transfer matters.

Location

Boston, Massachusetts

Position Overview

The ideal candidate will have at least 4 years of sophisticated trusts and estates experience, including meaningful work in high-net-worth estate planning and trust and estate administration.

This role is ideal for an attorney experienced in:

  • Advanced estate planning
  • Estate and trust administration
  • Wealth transfer tax strategy
  • Lifetime gifting programs
  • Succession planning
  • Charitable planning
  • Retirement asset planning
  • Family governance and legacy structures

The firm offers a hybrid schedule with two remote days per week.

Key Responsibilities
  • Advise high-net-worth individuals and families on sophisticated estate planning strategies
  • Draft and implement:
    • Revocable and irrevocable trusts
    • Wills
    • Gift and generation-skipping transfer structures
    • Family entity and succession vehicles
  • Handle estate and trust administration matters
  • Counsel clients on:
    • Estate tax
    • Gift tax
    • Income tax
    • Fiduciary tax issues
  • Develop tax-efficient family wealth transfer strategies
  • Support charitable giving and philanthropic planning
  • Advise on retirement asset estate planning
  • Coordinate with fiduciaries, family offices, tax professionals, and multidisciplinary teams
Qualifications
  • J.D. from an accredited law school
  • Minimum 4 years of trusts and estates experience
  • Strong experience with:
    • High-net-worth estate planning
    • Trust and estate administration
    • State and federal transfer tax laws
    • Succession planning
    • Lifetime giving strategies
  • Excellent drafting, technical, and client counseling skills
  • Strong written and verbal communication abilities
  • Team-oriented and highly collaborative
  • Massachusetts Bar admission required, or willingness to become admitted
  • Rhode Island admission is a plus
Compensation

Base salary range: $200,000 – $245,000

Compensation will vary based on experience, credentials, and overall fit.

Ideal Candidate

The ideal attorney will be:

  • Sophisticated in high-net-worth estate and tax planning
  • Comfortable working directly with wealthy families and fiduciaries
  • A polished drafter and trusted client counselor
  • Interested in both planning and administration work
  • Collaborative, responsive, and relationship-driven
  • Looking for long-term growth within a premier private client practice
Why This Opportunity

This is an outstanding opportunity to join a top-tier trusts and estates platform known for sophisticated private client work and long-standing market recognition. The mix of estate planning, administration, tax strategy, and family wealth transfer work makes this especially attractive for attorneys looking to build a premier Boston-based private client practice.