Senior Private Client Services Associate Attorney

4-17 yrs required

Full-time

No

Job Overview: A law firm in Sarasota, FL, is seeking a Senior Private Client Services Associate Attorney with 5-15 years of relevant experience in estate planning, taxation, administration, and related services. The candidate will collaborate closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. International estate planning experience is a valuable asset for this role.

Duties:

• Provide comprehensive legal counsel in estate planning, estate and gift taxation, and estate and trust administration.
• Offer guidance and services to individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies.
• Collaborate with the Partner to ensure seamless client service and compliance with legal standards.
• Stay abreast of changes in laws and regulations affecting estate planning and taxation.

Requirements:

• 5-15 years of relevant experience in estate planning, estate and gift taxation, and estate and trust administration.
• Previous experience working with individuals, charitable organizations, foundations, and corporate fiduciaries.
• Familiarity with international estate planning is a plus.
• Membership in or willingness to become a member of the Florida Bar.

Education:

• Juris Doctor (JD) degree.
• LLM in Tax or Estate Planning is preferred.

Certifications:

• Florida Bar membership.

Skills:

• Strong legal research and analytical skills.
• Excellent communication and interpersonal abilities.
• Detail-oriented with a focus on accuracy.
• Ability to work collaboratively in a team environment.
• Knowledge of current laws and regulations related to estate planning and taxation.

Legal