Senior Associate/Partner - Private Client Services

Senior Associate/Partner - Private Client Services

Join an esteemed AmLaw 150 firm in their Orlando office to deliver exceptional legal services in Private Client Services Practice Group. As a Senior Associate or Partner, this position requires deep involvement in estate planning, estate and gift taxation, along with estate and trust administration. If you are passionate about serving individuals, charitable organizations, foundations, and corporate fiduciaries, this role is your opportunity to make significant professional impacts while working alongside top industry experts, including a Florida Bar Board Certified Partner in Wills, Trusts, and Estates.

Salary: DOE per year

Essential Duties and Responsibilities:

• Conduct comprehensive estate planning and drafting wills, trusts, and other estate planning documents.
• Provide expert guidance on estate and gift taxation to minimize tax liabilities and ensure compliance with current laws.
• Manage the administration of estates and trusts, navigating complex legal and financial landscapes.
• Advise corporate fiduciaries, such as banks and trust companies, on their roles and responsibilities in estate and trust management.
• Support charitable organizations and foundations in planned giving and charities law compliance.
• Handle international estate planning, providing advice on cross-border implications and opportunities.

Minimum Position Qualifications:

• 5-15 years of experience in estate planning, taxation, and administration.
• Must be a member in good standing of the Florida Bar.
• Demonstrated ability to handle complex legal matters independently and professionally.
• Excellent verbal and written communication skills for effective client interactions and document preparation.
• Proven track record of acting ethically and with integrity in all business dealings.

Preferred Qualifications:

• LLM in Tax or Estate Planning.
• Experience with international estate planning.

Skills:

• Strong analytical and problem-solving skills.
• Proficiency in legal research tools and methodologies.
• In-depth knowledge of federal and state tax laws.
• Outstanding organizational skills and attention to detail.
• Strong client management skills with ability to build trust and rapport.