Non-Legal Staff

Work side-by-side with lawyers in one of Boston’s leading law firms.

Built for excellence

Choate is unlike other law firms. We represent clients in their most important matters across the US and internationally from one office. This single-office model puts teamwork and collaboration front and center and enables our lawyers and our non-legal professional staff to provide exceptional service to our clients. Choate recruits only the best and brightest, and we are dedicated to the long-term success of all of our employees.

 

Career development

As a non-legal staff member, you will be assigned a mentor and a Firm advocate on day one to ensure a successful integration into your role and into the firm. Your professional development is important to us, and so we offer a suite of onsite training programs through Choate University, sponsor a variety of educational and career advancement opportunities, and conduct formal ninety-day, mid-year, and annual review processes to provide you with continuous feedback so that you can succeed here and make the maximum contribution to the Firm and our clients. 

 

Compensation

Choate offers competitive pay and a comprehensive benefits program to our non-legal staff. Our benefits program in particular is aimed at helping our staff maintain health and wellness and achieve short- and long-term financial security. The firm offers a choice of medical and dental plans, firm-sponsored life and disability insurance, 401(k) and profit-sharing retirement plans, and generous paid time off, in addition to on-site child care, free health screenings, educational seminars, and other activities that promote a balanced and healthy lifestyle.

Open Positions

Trust Advisor

Job Summary:

The Wealth Management Group (“WMG”) at Choate, Hall & Stewart, LLP administers more than $4.7 billion in assets (as of June 2018) for high net worth families. Family office clients receive comprehensive and sophisticated legal, tax and investment advice, together with administrative services from a dynamic group of collaborative professionals. Family Office Services within the WMG provides support and client service to the Firm’s partners and family office clients. Trust Advisors provide direct and indirect client support for all client account management needs. Working closely with the Firm’s partners and other internal team members, Trust Advisors act as the point person for assigned clients regarding account administration.

Job Functions:

Trust Advisors work with multi-generational families with diverse needs and administer accounts including trusts, IRA’s, investment management accounts, foundations and partnerships functioning as family investment funds. Trust Advisors are supported by Trust Assistants to facilitate to the day-to-day administration of accounts:

  • Assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms.
  • Frequent direct contact with multiple generations of family members in person and via phone and email.
  • Support the WMG partners and clients on a range of subjects including financial, personal, and estate planning matters.
  • Monitors cash flow and performs budget analysis. Assists family members with general financial planning decisions. Coordinates specialized reporting as required.
  • Coordinate account activity, including, but not limited to, receipts and disbursements related to assets and beneficiary needs, opening, funding and closing accounts and facilitating charitable and non-charitable gifts.
  • Oversees asset custody (at Choate and outside institutions). Coordinates with external advisors and family consultants.
  • Monitor cash levels in accounts to ensure that all client needs can be met at all times.
  • Ensure that inter departmental communication is effective and that all account information is relayed and processed in accordance with established protocols. Coordinate service with other WMG departments: investments, tax, operations and legal.
  • Assume additional duties as assigned.

Essential Competencies:

  • Works proactively with others to support efforts within a department or function of the Firm.
  • Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
  • Maintains current knowledge of trends and developments affecting the area of specialization.
  • Uses innovative thinking and exercises sound judgment to achieve results.

Qualifications:

  • Financial, accounting, or legal background including a related degree required.
  • Strong understanding of income taxes and investments including partnership, trust, estate planning, and estate/gift tax knowledge.
  • Minimum of 3 years of experience working with high net worth clients required.
  • Able to work well with a wide range of personalities.
  • Complex project management skills along with the ability to work on multiple teams and several projects at one time. Proven track record of success in leading projects to a successful completion under inflexible deadlines.
  • Strong analytical skills and the ability to draft complex reports and spreadsheets.
  • Strong Excel skills and a proficient user of all other MS Office Suite products. Adaptability to learn and become expert in new applications with limited formal training.

Physical Requirements:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines. 

To apply, please click here.

Professional Development Manager

The Professional Development Manager will be part of the leadership team, managing Choate’s talent development efforts, whose work includes coaching and counseling a group of attorneys to help them become exceptional lawyers and navigate their careers at Choate, as well as developing the strategy for and overseeing Choate’s robust attorney training agenda.

Job Functions:

Attorney Development

  • Primary point of contact for a group of attorneys, working directly with our “clients” and Choate partners (40-50% of job). This includes:
    • Meeting routinely with associates, patent agents and staff scientists (our “clients”) and their mentors.
    • Developing plans to respond to both ongoing informal and annual review feedback, and periodically throughout the year to ensure progress towards professional development goals.
    • Meeting quarterly with all partners by practice group to discuss the development of each of the associates in their group and respond to any identified development needs or goals.

Training

  • Play a lead role in the strategic planning and development of the Firm’s training agenda for attorneys (15-20% of job). This includes:
    • Working closely with the Chief of Legal Recruiting and Talent Development and Department Training Partners to develop training strategies and identify innovative execution approaches, targeting the needs of each department.
    • Managing the team that executes all on-site trainings.
    • Overseeing the firm’s usage of external training resources, e.g., NITA, PLI, Practical Law, HotShot, MCLE and the BBA.

 

Other Professional Development Work

  • Collaborate with the Professional Development team to execute programs in support of Choate’s people mission – The Shared Compact (see attached), including:
    • Managing new associate and lateral hire orientation and integration, Choate’s mentor program, and the Firm’s Feedback Initiative which works to ensure that all attorneys are receiving both specific and actionable in-the-moment feedback on their work and more holistic project-based feedback on their performance at key intervals depending on the nature of their work.
    • Implementing the Patent Agent Law School program.
    • Assisting in the management and execution of the Firm’s annual review process and upward feedback program.
  • Actively participate and contribute to the Professional Development team discussions focused on continual improvement of all of these programs and help to implement selected approaches.
  • The remainder of this person’s time will be spent across a variety of these topics and programs.

 

Essential Competencies:

  • Skilled at building the relationships and credibility required to successfully coach and counsel attorneys at the associate and partner levels; comfortable and knowledgeable in most effective approaches to influence the behavior of others and give feedback to help attorneys achieve their professional development goals.
  • Strong interpersonal and leadership skills to enable the development of effective working relationships throughout the Firm.
  • Highly organized and able to multi-task on a daily basis; able to adjust to shifting priorities.
  • Able to work independently and as part of a team with a proactive and positive style that fosters collaborative working relationships.
  • Utilizes innovative thinking, creativity, and sound analytics and decision-making to ensure the highest level of achievement, productivity, and work satisfaction.
  • Able to handle confidential information and matters with discretion and good judgment.

 

Qualifications:

  • Bachelor’s Degree required, Juris Doctor would be a strong plus.
  • Minimum of 5+ years of experience in professional development in a law firm, law school or professional services environment is required.
  • Proven expertise in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
  • Knowledge of viDesktop and Epicor, or other HRIS system helpful.

 

Physical Requirements:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

 

To apply, please click here.

Tax Accountant - Wealth Management Group

Job Summary:

Under the supervision of the Manager of Tax Services, the Tax Accountant works closely with members of the Wealth Management Group to provide high level client service to family office clients. The Tax Accountant prepares fiduciary tax returns and 1099s together with a limited number of personal income tax returns for Firm clients.  The Tax Accountant also provides support to an outsource provider related to the preparation of a substantial number of individual client returns and related entity returns.

Job Functions:

  • General
    • Provides high level service to clients related to tax planning and compliance. Focuses on providing enhanced communication to clients by serving as an advisor, interpreter and liaison between clients, team members and an outsource provider. Meets with clients as needed.
    • Assists Manager of Tax Services in developing and implementing department procedures.
    • Ensures the Firm complies, on behalf of our clients, with federal, state and foreign tax rules and regulations.
    • Engages in special projects related to client matters involving tax accounting, compliance and planning.
    • Corresponds and handles inquiries from state and federal tax authorities and audits.
    • Monitors tax law changes, analyzes impact to various clients and recommends solutions for various tax issues.
  • Fiduciary Income Tax Preparation
    • Responsible for the preparation, review and processing of a substantial number of fiduciary tax returns, including Forms 1041 and 1099.
    • Analyzes and prepares estimated tax payments for Fiduciary trust accounts.
    • Monitors and reviews account transactions, disbursements and receipts relating to trust accounts for tax consequences.
    • Assists Trust Administrators by reviewing and researching any tax situation that could affect the management of their accounts.
    • Calculates and provides tax clearance/tax reserves for closing trust accounts for the Trust Operations Department.
  • Individual Income Tax Preparation
    • Responsible for the preparation, review and processing of a small number of individual client returns and related entity returns.
    • Responsible for collaborating with an outsource provider and clients on the gathering of information for a substantial number of individual clients.

Essential Competencies:

  • Uses leadership skills to establish effective working relationships, encourage teamwork, and build consensus in order to meet or exceed project standards and Firm objectives.
  • Maintains active lines of communication within and between departments to share knowledge and support collaborative efforts, organizational change, and goal achievement.
  • Maintains current knowledge of trends and developments affecting tax compliance and planning, and utilizes innovative thinking, creativity, and sound decision-making to ensure the highest level of achievement, productivity, and work satisfaction.
  • Helps to support change occurring within the department and collaborates with other members of management to ensure organizational change is effective, efficient, and aligned with the Firm’s strategic goals.
  • Qualifications:

 

  • Bachelor’s Degree in accounting, finance or business administration.
  • CPA or Enrolled Agent preferred.
  • 5+ years of experience with tax compliance and planning.
  • Demonstrated knowledge of the tax concepts needed to prepare Federal and State fiduciary tax returns.
  • Strong client interaction skills.
  • Strong organizational skills with the ability to multi-task
  • Must be a team player and be able to consistently meet deadlines.
  • Must have computer proficiency and experience working with various tax software products including OneSource and Excel.

Physical Requirements:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.                                                                                                                                                                                                   To apply, please click here.

Billing Coordinator

Job Summary:

In a fast-paced team setting, this individual is responsible for a wide range of billing activities, including the preparation and distribution of invoices, communicating billing issues to various levels of the organization and working with the Firm’s clients, partners and personnel to address billing related issues. This individual is also expected to deliver a high quality work product and excellent customer service to both internal and external clients.

Job Functions:

  • Provide a high level of customer service to the Firm’s clients, partners and personnel to ensure the accuracy and timeliness of invoices.
  • Develop a rapport with the Firm’s partners and secretaries and initiate periodic follow up meetings with them to ensure that billing needs are being met and invoices are processed and sent in a timely manner. Follow-up items may span multiple months. Must be able to schedule reminders and monitor incomplete items.
  • Research and respond to billing related issues and inquiries, including the preparation of recaps and status reports as requested. Must be comfortable addressing issues in person, by phone and via e-mail.
  • Utilize Elite to generate, distribute and edit proformas. Editing includes transfers, write-offs and adjustments to time entries resulting in the final invoices which are sent to the client.
  • Review own work as part of the department’s quality review process.
  • As needed and as requested by partners and management, prepare billing related reports to ensure that client accounts are being billed as agreed upon in the terms of the engagement letter. This may include monitoring alternative rate billing schedules using Elite, Excel or custom reporting programs.
  • Assist in month-end and year-end close activities working closely with other departments and management. Activities include posting time, balancing and report generation and distribution using Elite.
  • Keep Billing Manager informed about compliance, issues and potential risks.
  • Work overtime as needed, or when requested to do so with advance notice.

Essential Competencies:

    • Works proactively with others to coordinate activities within a department or function of the Firm.
    • Organizes, prioritizes assignments, and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
    • Motivates others to attain their highest levels of achievement, productivity, and work satisfaction.
    • Maintains current knowledge of trends and developments affecting the area of specialization.
    • Encourages innovative thinking and the exercise of sound judgment to achieve results.

Qualifications:

 

  • Bachelor’s degree required.
  • A minimum of 2 years of legal billing experience preferred.
  • Noted ability to maintain departmental and team standards in a deadline driven environment.
  • Strong overall technical aptitude including knowledge all MS Office applications, email, and Elite experience preferred.
  • Ability to work independently while at the same time working as a team member in the department.
  • Ability to keep a level-head during stressful situations, including receiving time sensitive requests with short notice.
  • Strong customer service skills. Must be able to manage many different personalities.
  • Strong attention to detail with a demonstrated ability to establish priorities and complete diverse assignments on a timely basis.
  • Superior verbal and written communication skills and the ability to interact with all levels of personnel in a professional and courteous manner. Must have a strong work ethic and the willingness to work additional hours as needed.

Physical Requirements:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Systems Engineer

Job Summary:

The Systems Engineer will join the team responsible for the Firm’s IT systems, services and operations. This position is responsible for the analysis, recommendation and deployment of support and maintenance plans for these systems, to maximize Firm-wide productivity and minimize disruptions.  The Systems Engineer will play a pivotal role on the Firm’s Tier 3 Operations team, and will help maintain a culture of superior client service and continuous improvement. 

Job Functions:

  • Supports the design, development and operation of the IT systems infrastructure.
  • Helps manage the Firm’s endpoint fleet, including laptops and desktops running Windows 10.
  • Works closely with the IT Operations Manager and Systems Architect to:
    1. Oversee IT service delivery with respect to infrastructure and endpoint systems including service design, service operation, and continuous service improvement.
    2. Develop, implement and maintain operational technology strategies, policies and standards.
    3. Develop and implement backup and disaster recovery plans and procedures, including regular reviews and real world tests.
  • Collects core system metrics to develop and implement improvement plans based on analysis of data.
  • Partners with IT Operations Manager and other stakeholders to improve operational procedures, IT processes, and the security and performance of existing systems.
  • Communicates and collaborates with other departments to report and resolve software, hardware and operational issues.
  • Researches and evaluates new technologies. Identifies and recommends solutions to make operations more efficient.
  • Provides 24x7 on-call support and problem triage for IT services.

 

Qualifications:

  • 5+ years of related IT experience with a particular focus in supporting business critical IT infrastructure and endpoint systems, in a professional services environment.
  • Bachelor’s degree in Computer Science or related field is preferred.
  • Microsoft, VMWare and Citrix certifications are preferred.
  • The ideal candidate will have proven experience working with technologies currently in use at the Firm, including: SCCM, Active Directory, Citrix, PowerShell, Office 365, Exchange, iManage, SQL, VMWare, Veeam, NetApp, Cisco UCS, converged and hyper-converged technologies, and Windows OS.
  • Demonstrated capability in solving new and complex problems.
  • Strong knowledge of and experience in network management platforms and monitoring systems.
  • Must be able to work in fast paced environment, independently, as well as in team setting.
  • Self-starter with the ability to work independently, while having good judgment as to when consultation is required.
  • Ability to set priorities and complete diverse assignments on a timely basis.
  • Superior oral and written communication skills.

 

Physical Requirements:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.
  • To apply, please click here.

Systems Architect

Job Summary:

The Systems Architect will join the team responsible for the Firm’s IT systems, services and operations. This position is responsible for leading and coordinating the analysis, recommendation and deployment of support and maintenance plans for these systems, to maximize Firm-wide productivity and minimize disruptions. The Systems Architect will play a pivotal role in helping to lead the Firm’s Tier 3 Operations team, and will help maintain a culture of superior client service and continuous improvement. 

Job Functions:

  • Manages the design, development and operation of the IT systems infrastructure.
  • Partners with the IT Operations Manager to:
    1. Oversee IT service delivery with respect to infrastructure and endpoint systems including service design, service operation, and continuous service improvement.
    2. Develop, implement and maintain operational technology strategies, policies and standards.
    3. Develop and implement backup and disaster recovery plans and procedures, including regular reviews and real world tests.
  • Collects core system metrics to develop and implement improvement plans based on analysis of data.
  • Partners with IT Operations Manager and other stakeholders to improve operational procedures, IT processes, and the security and performance of existing systems.
  • Provides technical guidance to team of engineers.
  • Communicates and collaborates with other departments to report and resolve software, hardware and operational issues.
  • Researches, evaluates, and advises new technology solutions.
  • Provides 24x7 on-call support and problem triage for IT services.
  • Plays an integral role in mission critical department projects and initiatives.

 

Qualifications:

  • 7+ years’ experience in managing critical IT infrastructure and endpoint systems, in a professional services environment.
  • Bachelor’s degree in Computer Science or related field is preferred.
  • Microsoft, VMWare and Citrix certifications are preferred.
  • Deep knowledge of and proven experience in Office 365.
  • Proven project experience in migrating to and deploying cloud based solutions.
  • The ideal candidate will have proven experience working with technologies currently in use at the Firm, including: Exchange, SQL, VMWare, NetApp, SCCM, Active Directory, Citrix, PowerShell, iManageVeeam, Cisco UCS, converged and hyper-converged technologies, and Windows OS.
  • Proven experience in managing projects from conception to successful completion.
  • Demonstrated capability in solving new and complex problems.
  • Strong knowledge of and experience in network management platforms and monitoring systems.
  • Must be able to work in fast paced environment, independently, as well as in team setting.
  • Self-starter and forward thinker with the ability to work independently, while having good judgment as to when consultation is required.
  • Superior oral and written communication skills.

 

Physical Requirements:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.
  • To apply, please click here.