Senior Associate or Partner - Private Client Services

Senior Associate or Partner - Private Client Services

We are seeking a highly skilled and experienced attorney to join our renowned Private Client Services Practice Group in our West Palm Beach office. This role is geared towards individuals who have a robust background in estate planning, estate and gift taxation, and estate and trust administration. You will be working alongside a top-tier team, offering legal services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. This position is a remarkable opportunity for those who aim to further their career in an environment that fosters professional growth and expertise in wealth management and client services.

Salary: DOE per year

Essential Duties and Responsibilities:

• Develop comprehensive estate plans and counsel clients on wealth preservation techniques.
• Advise on estate and gift taxation, utilizing the latest laws and strategies to benefit the client.
• Administer estates and trusts, ensuring compliance with all legal, tax, and fiduciary obligations.
• Provide guidance on international estate planning, including cross-border tax implications and strategies.
• Collaborate with certified partners and team members to enhance service delivery and client satisfaction.
• Engagement in continuing legal education and professional development to remain at the forefront of private client services.

Minimum Position Qualifications:

• Juris Doctor (JD) from an accredited law school.
• 5-15 years of experience in estate planning, tax, and trust administration.
• Active member of the Florida Bar.
• Demonstrated ability to handle complex legal issues pertaining to the private client sector.
• Strong communication and interpersonal skills, able to manage sensitive and confidential information.
• Proven track record of building and maintaining client relationships.

Preferred Qualifications:

• LLM in Taxation or Estate Planning.
• Experience with international estate planning.
• Florida Bar Board Certification in Wills, Trusts and Estates.
• Previous partnership or leadership role within a legal practice.
• Familiarity working with corporate fiduciaries, charitable organizations, and foundations.

Skills:

• In-depth knowledge of tax laws and regulations.
• Expertise in drafting complex wills, trusts, and estate plans.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively in a team environment.
• Excellent organizational skills and attention to detail.

Benefits:

• Competitive salary structure with performance bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement plan options and financial planning assistance.
• Generous paid time off policy and holiday schedule.
• Opportunity for career advancement and professional growth.