Senior Associate – Private Client Services

5-15 yrs required

Full-time

No

Job Title: Senior Associate – Private Client Services – Any Office
Experience: 5-15 years
Salary: Competitive and commensurate with experience

Firm Culture

At Shutts & Bowen, we value our employees and recognize their individual contributions. We strive to create an inclusive and diverse work environment where everyone is treated with respect and given the opportunity to succeed. Our attorneys work in a collaborative environment, allowing for the sharing of knowledge and skills to better serve our clients. Shutts & Bowen also encourages a work-life balance, providing its attorneys with the flexibility and support they need to excel in their careers while also maintaining a fulfilling personal life.

Responsibilities

• Provide legal services to clients in the areas of estate planning, estate and gift taxation, and estate and trust administration.
• Advise clients on related services to individuals, charitable organizations, foundations, and corporate fiduciaries.
• Collaborate with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates.
• Stay current on state and federal laws and regulations related to estate planning and taxation.
• Attend meetings and conferences with clients to discuss their estate planning needs and goals.
• Develop and maintain strong relationships with clients, colleagues, and other professionals in the industry.
• Mentor and supervise junior associates and support staff.

Qualifications

• 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.
• Must be a member of the Florida Bar or be willing to become a member.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively.
• Strong attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent client service skills.

Why Work at Shutts & Bowen?

• Competitive salary and benefits package.
• Opportunity for growth and advancement.
• Collaborative and inclusive work environment.
• Support for work-life balance.
• Opportunity to work with experienced and knowledgeable attorneys.
• Diverse client base.
• Opportunity to work on complex and challenging cases.
• Commitment to diversity and inclusion.
• Emphasis on professional development and continuing education.

Law Firm Overview

Shutts & Bowen LLP is a leading full-service law firm with a rich history and a strong commitment to providing high-quality legal services to its clients. With over 270 attorneys located in eight offices across Florida, Shutts offers legal services in more than 30 practice areas, including Private Client Services, Real Estate, Corporate, and Litigation. The firm's attorneys have a wealth of experience and expertise, allowing them to provide comprehensive and effective legal solutions to their clients.

Position Summary

Shutts & Bowen LLP is currently seeking a for its Private Client Services Practice Group. The ideal candidate will have 5-15 years of experience in estate planning, estate and gift taxation, and estate and trust administration. The candidate can be based out of any Shutts location but must be willing to spend time in the Miami office. The successful candidate will work closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. This is an excellent opportunity for a motivated and experienced attorney to join a dynamic and highly respected law firm.

Key Responsibilities

• Provide legal services to clients in the areas of estate planning, estate and gift taxation, and estate and trust administration.
• Advise clients on related services to individuals, charitable organizations, foundations, and corporate fiduciaries.
• Stay current on state and federal laws and regulations related to estate planning and taxation.
• Attend meetings and conferences with clients to discuss their estate planning needs and goals.
• Develop and maintain strong relationships with clients, colleagues, and other professionals in the industry.
• Mentor and supervise junior associates and support staff.

Qualifications

• 5-15 years of experience in estate planning, estate and gift taxation, and estate and trust administration.
• LLM in Tax or Estate Planning preferred, but not required.
• Must be a member of the Florida Bar or be willing to become a member.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively.
• Strong attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent client service skills.

Salary and Benefits

Shutts & Bowen LLP offers a competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) retirement plan, and paid time off. The salary for this position will be commensurate with experience and qualifications.

Firm Culture

At Shutts & Bowen, we value diversity and inclusivity in the workplace. We are committed to creating a work environment where all employees are treated with respect and given the opportunity to succeed. Our attorneys work in a collaborative environment, allowing for the sharing of knowledge and skills to better serve our clients. Shutts & Bowen also encourages a work-life balance, providing its attorneys with the flexibility and support they need to excel in their careers while also maintaining a fulfilling personal life.

Professional Development and Training

Shutts & Bowen is committed to the professional development and training of its attorneys. We offer a variety of resources and opportunities for our attorneys to continue learning and growing in their careers. These include in-house training programs, mentoring programs, and support for continuing education and professional development opportunities.

Diversity and Inclusion

At Shutts & Bowen, we value diversity and inclusivity in all aspects of our firm. We are committed to creating a work environment where everyone is treated with respect and given equal opportunities to succeed. We believe that diversity of backgrounds, experiences, and perspectives enriches our firm and allows us to better serve our clients.

H1 and H2 Friendly Headings:

H1: Join the Team at Shutts & Bowen LLP – Senior Associate – Private Client Services – Any Office
H2: Firm

Not required

Medical, Dental, Vision, 401k, Paid Time Off, Professional Development

Estate Planning, Gift Taxation, Trust Administration, Charitable Organizations, Corporate Fiduciaries, International Estate Planning

LLM in Tax or Estate Planning preferred, but not required

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

Qualification and Experience Senior Associate or Partner

Legal