Senior Associate – Private Client Services

5-15 yrs required

Full-time

No

Job Responsibilities

- Drafting estate planning documents for clients, including wills, trusts, powers of attorney, and health care surrogates
- Preparing federal estate tax, fiduciary income tax, and gift tax returns
- Assisting with trust administration and probate proceedings
- Advising clients on charitable planning, asset protection, and succession planning
- Working with clients to develop strategies to minimize estate and gift taxes
- Participating in business development initiatives
- Researching and staying current on new developments in estate planning

Qualifications

- 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries
- Excellent written and verbal communication skills
- Ability to work independently and in a team environment
- Strong organizational and time management skills
-
- Must be or be willing to become a member of the Florida Bar

Salary and Benefits

Shutts & Bowen offers competitive salary and benefits commensurate with experience.

Conclusion

Shutts & Bowen is looking for a Senior Associate or Partner to join its Private Client Services Practice Group. The ideal candidate will have 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries. Candidates must have excellent written and verbal communication skills, the ability to work independently and in a team environment, and strong organizational and time management skills. LLM in Tax or Estate Planning is preferred, but not required. Shutts & Bowen offers competitive salary and benefits commensurate with experience.

# Senior Associate – Private Client Services – Any Office

## Overview of Shutts & Bowen LLP

Shutts & Bowen LLP is a full-service law firm that has been providing high-quality legal services to businesses and individuals for over a century. With approximately 270 attorneys located in eight offices across Florida, Shutts offers legal services in more than 30 practice areas to its clients locally, nationally and internationally. Shutts & Bowen’s attorneys work in an environment where people are recognized for their value as individuals, giving them the autonomy and freedom to best serve their clients.

## Job Description

Shutts & Bowen is seeking a Senior Associate or Partner for its Private Client Services Practice Group. The successful candidate will have 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries such as banks and trust companies. International estate planning experience is a plus. Attorney will work closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. . Must be or be willing to become a member of the Florida Bar.

## Job Responsibilities

- Drafting estate planning documents for clients, including wills, trusts, powers of attorney, and health care surrogates
- Preparing federal estate tax, fiduciary income tax, and gift tax returns
- Assisting with trust administration and probate proceedings
- Advising clients on charitable planning, asset protection, and succession planning
- Working with clients to develop strategies to minimize estate and gift taxes
- Participating in business development initiatives
- Researching and staying current on new developments in estate planning

## Qualifications

- 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries
- Excellent written and verbal communication skills
- Ability to work independently and in a team environment
- Strong organizational and time management skills
-
- Must be or be willing to become a member of the Florida Bar

## Salary and Benefits

Shutts & Bowen offers competitive salary and benefits commensurate with experience.

## Summary

Shutts & Bowen LLP is a full-service law firm that has been providing high-quality legal services to businesses and individuals for over a century. The firm is seeking a Senior Associate or Partner for its Private Client Services Practice Group. The successful candidate will have 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries. Candidates must have excellent written and verbal communication skills, the ability to work independently and in a team environment, and strong organizational and time management skills. LLM in Tax or Estate Planning is preferred, but not required. Shutts & Bowen offers competitive salary and benefits commensurate with experience.

High-quality legal services to businesses and individuals

with approximately 270 attorneys located in eight offices across florida, shutts offers legal services in more than 30 practice areas to its clients locally, nationally and internationally

Qualification and Experience LLM in Tax or Estate Planning preferred, but not required

Legal