Senior Associate/Partner - Private Client Services

Senior Associate/Partner - Private Client Services

Join our leading AmLaw 150 firm in the thriving Jacksonville office as a Senior Associate or Partner focusing on Private Client Services. This crucial role serves both individuals and organizations by providing in-depth expertise in estate planning, gift taxation, and trust administration. With a special touch in rendering services to charitable organizations and corporate fiduciaries, this position promises a dynamic work environment alongside top legal experts, including a Florida Bar Board Certified Partner in Wills, Trusts, and Estates. Whether you possess or aspire to gain international planning experience, this role offers substantial growth opportunities in a prestigious setting.

Salary: DOE per year

Essential Duties and Responsibilities:

• Design and implement complex estate plans tailored to clients' specific needs.
• Provide expert advice on estate and gift taxation to minimize tax liabilities and ensure compliance.
• Manage estate and trust administration processes efficiently, ensuring accurate and timely execution.
• Offer consultative services to charitable organizations and foundations, optimizing their financial and legal frameworks.
• Collaborate with corporate fiduciaries, including banks and trust companies, to streamline estate management solutions.
• Mentor and guide junior staff within the practice group, enhancing their professional development.
• Engage actively in business development activities to expand the firm's client base and market presence in estate planning and related areas.

Minimum Position Qualifications:

• Must possess a Juris Doctor degree from an accredited law school.
• Member of the Florida Bar, with good standing.
• Minimum of 5 years of experience in estate planning, taxation, and trust administration.
• Demonstrated ability to handle complex legal and tax matters.
• Proven track record of high responsibility and adherence to ethical standards.
• Exceptional written and verbal communication skills.

Preferred Qualifications:

• LLM in Taxation or Estate Planning.
• Over 10 years of specialized experience in estates and trusts.
• Previous experience working with high-net-worth individuals and large institutional clients.
• Expertise in international estate planning.
• Strong leadership skills and experience in mentoring legal staff.
• Active participation in relevant professional associations.

Skills:

• Expert level of legal analysis and problem-solving.
• Strong negotiation skills.
• Detail-oriented with strong organizational and project management skills.
• Capability to work under pressure and meet tight deadlines.
• High ethical standards and professionalism.
• Continued commitment to staying current with changes in law and regulations.

Benefits:

• Competitive remuneration package.
• Extensive health, dental, and vision insurance.
• 401K plan with firm contributions.
• Generous paid time off (PTO) and holidays.
• Continuing education and professional development opportunities.
• Flexible work arrangements.