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Senior Private Client Services Associate Attorney

Full-time 2 views

Recruiter

Tallahassee, FL, United States

Senior Private Client Services Associate Attorney

Attorney

BCG Attorney Search

Company Review

4-17 yrs required

Full-time

No

Job Overview: A law firm seeks a highly experienced Senior Private Client Services Associate Attorney focusing on estate planning, gift taxation, and trust administration. The candidate will collaborate closely with a Partner certified in Wills, Trusts, and Estates, and contribute to the firm's provision of services to individuals, charitable organizations, foundations, and corporate fiduciaries.

Duties:

  • Conduct comprehensive estate planning for individuals, including the drafting of wills, trusts, and related legal documents.
  • Provide expert advice on estate and gift taxation matters, ensuring compliance with relevant laws and regulations.
  • Oversee estate and trust administration, managing processes efficiently and accurately.
  • Collaborate with a Partner to develop and implement strategic solutions for clients.
  • Interact with charitable organizations, foundations, banks, and trust companies on behalf of clients.

Requirements:

  • 5-15 years of relevant experience in estate planning, gift taxation, and trust administration.
  • International estate planning experience is a significant advantage.
  • Membership or willingness to become a member of the Florida Bar.
  • LLM in Tax or Estate Planning is preferred.

Education:

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

Certifications:

  • Membership in the Florida Bar.

Skills:

  • In-depth knowledge of estate planning, gift taxation, and trust administration.
  • Strong legal research and analytical skills.
  • Excellent communication and interpersonal skills.
  • Ability to collaborate effectively with colleagues and clients.
  • Detail-oriented with a focus on accuracy and compliance.

Job Location: Tallahassee, FL

Legal

Mar 14, 2024

Job Feedback

Recruiter

Attorney

4-17 yrs required

Full-time

Legal

Mar 14, 2024

Profile

Job Overview: A law firm seeks a highly experienced Senior Private Client Services Associate Attorney focusing on estate planning, gift taxation, and trust administration. The candidate will collaborate closely with a Partner certified in Wills, Trusts, and Estates, and contribute to the firm's provision of services to individuals, charitable organizations, foundations, and corporate fiduciaries.

Duties:

  • Conduct comprehensive estate planning for individuals, including the drafting of wills, trusts, and related legal documents.
  • Provide expert advice on estate and gift taxation matters, ensuring compliance with relevant laws and regulations.
  • Oversee estate and trust administration, managing processes efficiently and accurately.
  • Collaborate with a Partner to develop and implement strategic solutions for clients.
  • Interact with charitable organizations, foundations, banks, and trust companies on behalf of clients.

Requirements:

  • 5-15 years of relevant experience in estate planning, gift taxation, and trust administration.
  • International estate planning experience is a significant advantage.
  • Membership or willingness to become a member of the Florida Bar.
  • LLM in Tax or Estate Planning is preferred.

Education:

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

Certifications:

  • Membership in the Florida Bar.

Skills:

  • In-depth knowledge of estate planning, gift taxation, and trust administration.
  • Strong legal research and analytical skills.
  • Excellent communication and interpersonal skills.
  • Ability to collaborate effectively with colleagues and clients.
  • Detail-oriented with a focus on accuracy and compliance.

Job Location: Tallahassee, FL

Company info
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