Senior Associate – Private Client Services

5-15 yrs required

Full-time

No

Job Title: Senior Associate – Private Client Services
Department: Private Client Services Practice Group
Experience: 5-15 years (LLM in Tax or Estate Planning preferred)
Location: Any Shutts office with willingness to spend time in Miami office
Salary: Competitive and commensurate with experience

Firm Culture

At Shutts & Bowen, we value our people and recognize them as individuals, allowing them the autonomy and freedom to best serve their clients. Our attorneys work in a collaborative and supportive environment, where they are encouraged to develop their skills and pursue their passions. We believe in fostering a diverse and inclusive workplace, and our commitment to diversity extends to our hiring practices, as well as our interactions with clients and the community.

Responsibilities

• Provide legal counsel and advice to clients in the areas of estate planning, estate and gift taxation, estate and trust administration, and related services.
• Work closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates.
• Collaborate with other attorneys and staff in the Private Client Services Practice Group to provide comprehensive and effective legal solutions to clients.
• Conduct legal research and draft legal documents, including wills, trusts, and other estate planning documents.
• Communicate and negotiate with clients and other parties involved in estate planning matters.
• Keep up-to-date with changes in laws and regulations related to estate planning.
• Attend and participate in firm events and seminars to enhance professional development and promote the firm’s services.

Qualifications

• Juris Doctor degree from an accredited law school.
• Admission to the Florida Bar, or willingness to become a member.
• 5-15 years of relevant experience in estate planning, estate and gift taxation, and estate and trust administration.
• LLM in Tax or Estate Planning preferred, but not required.
• Excellent legal research and writing skills.
• Strong communication and negotiation skills.
• Ability to work independently and collaboratively as part of a team.
• Strong organizational and time management skills.
• Commitment to providing exceptional client service.

Benefits

• Competitive salary and benefits package, including medical, dental, vision, and life insurance, 401(k) plan, and paid time off.
• Opportunity for professional growth and development through mentoring, training, and educational programs.
• Supportive and collaborative work environment.
• Commitment to diversity and inclusion.
• Pro bono opportunities and community service initiatives.

H1: Join Our Team at Shutts & Bowen – Senior Associate – Private Client Services – Any Office
H2: Exciting Opportunity for Experienced Attorney in Private Client Services Practice Group

Key Responsibilities:
- Provide legal counsel and advice in estate planning, estate and gift taxation, and estate and trust administration.
- Work closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates.
- Collaborate with colleagues to provide comprehensive legal solutions to clients.
- Conduct legal research and draft necessary documents.
- Communicate and negotiate with clients and other parties involved in estate planning matters.
- Stay up-to-date with changes in laws and regulations related to estate planning.
- Attend firm events and seminars to enhance professional development and promote the firm’s services.

Qualifications:
- Juris Doctor degree from an accredited law school.
- Admission to the Florida Bar, or willingness to become a member.
- 5-15 years of relevant experience in estate planning, estate and gift taxation, and estate and trust administration.
- LLM in Tax or Estate Planning preferred, but not required.
- Excellent legal research and writing skills.
- Strong communication and negotiation skills.
- Ability to work independently and collaboratively as part of a team.
- Strong organizational and time management skills.
- Commitment to providing exceptional client service.

Join Our Team at Shutts & Bowen - Senior Associate - Private Client Services - Any Office

Are you an experienced attorney looking for a new opportunity in the field of estate planning? Look no further than Shutts & Bowen LLP. We are seeking a Senior Associate or Partner to join our Private Client Services Practice Group at any of our eight offices across Florida. This is a chance to work with a highly respected and knowledgeable Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. If you have 5-15 years of experience in estate planning, estate and gift taxation, and estate and trust administration, we encourage you to apply for this exciting opportunity.

At Shutts & Bowen, we value our people and recognize them as individuals, allowing them the autonomy and freedom to best serve their clients. Our attorneys work in a collaborative and supportive environment, where they are encouraged to develop their skills and pursue their passions. We believe in fostering a diverse and inclusive workplace, and our commitment to diversity extends to our hiring practices, as well as our interactions with clients and the community.

As a Senior Associate in our Private Client Services Practice Group, you will provide legal counsel and advice to clients in the areas of estate planning, estate and gift taxation, estate and trust administration, and related services. You will also work closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates, and collaborate with other attorneys and staff to provide comprehensive and effective legal solutions to clients. Additionally, you will have the opportunity to attend firm events and seminars to enhance your professional development and promote our services.

To qualify for this position, you must have a Juris Doctor degree from an accredited law school, admission to the Florida Bar, and 5-15 years of relevant experience in estate planning. An LLM in Tax or Estate Planning is preferred, but not required. Strong legal research and writing skills, as well as excellent communication and negotiation skills, are also essential for success in this role. We are looking for someone who is able to work independently and collaboratively as part of a team, with strong organizational and time management skills and a commitment to providing exceptional client service.

In return for your hard work and dedication, we offer a competitive

Not specified

Medical, dental, vision, retirement plan, paid time off

Not specified

Estate planning, estate and gift taxation, estate and trust administration, international estate planning, Florida Bar Board Certification

LLM in Tax or Estate Planning preferred, but not required

Interested candidates should submit a resume, cover letter, and references to [contact person name] at [email] or [url].

Qualification and Experience LLM in Tax or Estate Planning preferred, Florida Bar member or willing to become a member

Legal