Senior Associate / Partner - Private Client Services

Senior Associate / Partner - Private Client Services

We are seeking a highly experienced and skilled Senior Associate or Partner to join our renowned Private Client Services Practice Group at our Miami office. This pivotal role focuses on providing comprehensive estate planning, tax advisory, and trust administration services to a diverse clientele including individuals, corporate fiduciaries, and charitable entities. Our firm offers a collaborative environment where you will work alongside a top-tier team, including a Florida Bar Board Certified Partner specializing in Wills, Trusts, and Estates. If you have a strong background in estate law with an advanced understanding of the related tax issues, and seek a role where you can directly impact clients and build lasting relationships, we encourage you to apply.

Salary: Commensurate with experience

Essential Duties and Responsibilities:

• Advise clients on a broad range of estate planning matters, including drafting wills, trusts, and other estate planning documents.
• Assist with estate and gift tax planning, preparing tax returns and formulating tax strategies to optimize clients' financial positions.
• Manage estate and trust administrations, ensuring compliance with all legal, fiscal, and fiduciary obligations.
• Provide guidance and support to charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies.
• Partake in complex international estate planning, enhancing global wealth management strategies for clients.
• Collaborate with cross-functional teams within the firm to deliver holistic solutions to clients.

Minimum Position Qualifications:

• Licensed member of the Florida Bar.
• 5-15 years of experience in estate planning, tax advisory, and trust administration.
• Demonstrated proficiency in estate and gift taxation.
• Strong history of working with high-net-worth individuals and institutional clients.
• Excellent verbal and written communication skills with a talent for client interaction.
• Demonstrated ability to handle complex legal and tax matters independently.

Preferred Qualifications:

• An LLM in Taxation or Estate Planning is highly preferred.
• Experience in international estate planning.
• Prior experience in a senior role within a private client service practice.
• Exposure to corporate fiduciary advisory.
• Experience working in AmLaw 150 or other prestigious law firms.
• Proven track record of business development and client relationship management.

Skills:

• Advanced knowledge of tax laws and regulations pertinent to estate planning and wealth management.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and negotiation skills.
• Detailed oriented with a meticulous approach to document preparation and review.
• Leadership skills with the ability to mentor junior staff.
• Ability to manage multiple projects simultaneously with high attention to detail.

Benefits:

• Competitive salary and bonus programs.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plans with employer contributions.
• Paid time off including vacation, personal days, and holidays.
• Professional development opportunities and continuing legal education support.
• Regular team-building events and firm-wide retreats.