Taxation & Wealth Planning Associate – West Palm Beach, FL
Office West Palm Beach, FL
Practice Area Taxation & Wealth Planning
Date Posted Apr 08, 2025
Application Deadline Jun 25, 2031
Summary:
**Members Only**, a prestigious law firm, is seeking a Taxation & Wealth Planning Associate to join their team in the West Palm Beach office. The ideal candidate will have at least two years of experience in estate planning, probate, and trust administration. This role offers the opportunity to work closely with high-net-worth clients and family offices, creating comprehensive estate and tax planning strategies. Experience with family office services and restructuring is a plus.
Job Title: Taxation & Wealth Planning Associate
H1: Join **Members Only** as a Taxation & Wealth Planning Associate in West Palm Beach, FL
H2: Work with High-Net-Worth Clients and Families in Estate and Tax Planning
Responsibilities:
- Develop personalized estate plans for high-net-worth individuals and families
- Draft and review legal documents such as wills, trusts, and powers of attorney
- Provide counsel on tax-efficient strategies for estate and wealth transfer planning
- Prepare and file estate and gift tax returns, ensuring compliance with regulations
- Assist in trust and estate administration, ensuring compliance with state and federal requirements
- Assist in creating and restructuring family offices under the Lender structure
- Offer family office services, including coordinating investments, charitable giving, and succession planning
- Build and maintain strong client relationships, understanding their specific family and financial dynamics
Qualifications:
- Juris Doctorate (JD) required
- Must be licensed to practice law in the State of Florida
Experience:
- Minimum of 2 years of experience in estate planning, probate, and trust administration
- Experience with family office services and restructuring is beneficial
Work Environment & Physical Demands:
- Work in a clerical, office setting
- Use standard office equipment such as computers, telephones, printers, and copiers
- Sedentary work with occasional standing and walking
- Visual acuity for preparing and analyzing data and figures, transcribing, and viewing a computer terminal
Compensation & Benefits:
- Competitive salary and benefits package offered
- For more information, visit Fox Rothschild's Compensation & Benefits page on their website
Disclaimer:
- Fox Rothschild does not provide sponsorship for this position
- Applicants must be authorized to work in the US on a full-time basis
- Job description is not a contract and may be revised at any time
- Employment with the firm is at-will and employees must be able to perform all essential functions of the position with or without accommodation
- Equal Opportunity Employer for veterans and individuals with disabilities
Keywords: Taxation & Wealth Planning, Associate, Estate Planning, Probate, Trust Administration, High-Net-Worth Clients, Family Offices, Tax Planning, Compliance, Lender Structure, Family Office Services, Client Relationships, Florida, JD, Law Firm, Fox Rothschild, West Palm Beach
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Salary Information: Competitive salary and benefits package offered
Job Title: Taxation & Wealth Planning Associate – West Palm Beach, FL
Experience: Minimum of 2 years in estate planning, probate, and trust administration
Education: Juris Doctorate (JD) required
Location: West Palm Beach, FL
Department: Taxation & Wealth Planning
Company Name: **Members Only**
