Private Client Services Senior Associate Attorney

4-17 yrs required

Full-time

No

A law firm is seeking an experienced Private Client Services Senior Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 5-15 years of relevant experience, demonstrating expertise in estate planning, estate and gift taxation, and trust administration for individuals, charitable organizations, foundations, and corporate fiduciaries. International estate planning experience is a plus.

Duties:

• Provide comprehensive legal services in estate planning, estate and gift taxation, and trust administration
• Serve individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies
• Offer expertise in international estate planning, if applicable
• Collaborate with clients to understand their unique needs and develop tailored legal strategies
• Oversee the administration of estates and trusts, ensuring compliance with legal requirements
• Advise clients on wealth preservation, tax efficiency, and succession planning
• Draft and review legal documents, including wills, trusts, and powers of attorney
• Handle complex matters related to wealth transfer, asset protection, and charitable giving
• Stay abreast of changes in tax laws and regulations affecting private clients
• Build and maintain strong client relationships, demonstrating a commitment to client satisfaction
• Work collaboratively with other legal professionals and support staff to deliver high-quality legal services

Requirements:

• 5-15 years of relevant experience in estate planning, estate, and gift taxation, and trust administration
• Experience serving individuals, charitable organizations, foundations, and corporate fiduciaries
• International estate planning experience is a plus
• LLM in Tax or Estate Planning is preferred
• Must be or be willing to become a member of the Florida Bar

Education:

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

Certifications:

• Membership in the Florida Bar or willingness to become a member

Skills:

• In-depth knowledge of estate planning, estate, and gift taxation, and trust administration
• Strong drafting and review skills for legal documents
• Ability to provide strategic advice on wealth preservation and tax efficiency
• Excellent client relationship management skills
• Current awareness of changes in tax laws and regulations affecting private clients

Legal