Senior Private Client Services Associate Attorney

4-17 yrs required

Full-time

No

Job Overview: A law firm in West Palm Beach, FL, is seeking a highly experienced and skilled Senior Private Client Services Associate Attorney to join their team. The ideal candidate will have 5-15 years of relevant experience in estate planning, gift taxation, trust administration, and related services. International estate planning experience is considered a plus. The Senior Associate Attorney will collaborate closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates.

Duties:

• Provide comprehensive legal counsel in estate planning, gift taxation, and trust administration.
• Assist individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies.
• Collaborate with the Partner to develop and implement effective legal strategies for clients.
• Conduct legal research and analysis to stay current with laws and regulations affecting private client services.

Requirements:

• 5-15 years of relevant experience in estate planning, gift taxation, and trust administration.
• Experience in international estate planning is a plus.
• Collaboration with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates.
• LLM in Tax or Estate Planning is preferred.
• Membership in the Florida Bar or willingness to become a member.

Education:

• Juris Doctor (JD) degree from an accredited law school.
• LLM in Tax or Estate Planning is preferred.

Certifications:

• Florida Bar membership or willingness to become a member.

Skills:

• Strong understanding of estate planning, gift taxation, and trust administration.
• Legal research and analytical skills.
• Excellent communication and interpersonal skills.
• Ability to collaborate effectively with colleagues and clients.
• A detail-oriented and organized approach to work.

Legal