Senior Associate/Partner - Private Client Services

Senior Associate/Partner - Private Client Services

This prestigious AmLaw 150 firm is actively seeking a seasoned Senior Associate or Partner to become an integral part of the Private Client Services Practice Group at their Sarasota office. This role offers a unique opportunity to work on complex estate planning, tax advisement, and trusts management for a diverse clientele, including high-net-worth individuals, charitable organizations, and corporate fiduciaries. If you are seeking a dynamic position where your expertise in estate and trust administration can thrive, this is the perfect setting to advance your career.

Salary: Dependent on Experience per year

Essential Duties and Responsibilities:

• Develop sophisticated estate plans tailored to the specific needs of clients while considering financial, tax and legal strategies.
• Provide expert guidance on estate and gift taxation including the preparation and filing of relevant tax returns.
• Administer estates and trusts from initiation to closure, including managing the distribution of assets and tax obligations.
• Advise charitable organizations and foundations on planned giving, endowments, and other related matters.
• Liaise with corporate fiduciaries, such as banks and trust companies, ensuring compliance with all fiduciary responsibilities.
• Assist in the development of international estate planning strategies for clients with assets abroad (experience in this area is a plus).
• Mentor junior attorneys and support staff within the firm to build knowledge and ensure consistent service excellence.

Minimum Position Qualifications:

• Must have 5-15 years of relevant experience in estate planning, estate and gift taxation, and estate and trust administration.
• Active membership in the Florida Bar is required.
• Proven ability to manage comprehensive estate planning strategies for high-net-worth individuals.
• Excellent written and verbal communication skills to articulate complex legal concepts clearly to clients.
• Strong analytical and problem-solving skills to address and resolve tax and legal issues as they arise.

Preferred Qualifications:

• An LLM in Tax or Estate Planning is highly preferred, though not required.
• Experience in international estate planning is considered a significant advantage.
• Prior exposure to or partnerships with charitable organizations and corporate fiduciaries.

Skills:

• Exceptional client service skills with a consultative approach to addressing client needs.
• Proficient in using legal research tools and technology related to estate planning and administration.
• Strong leadership skills with the ability to train and mentor junior staff.
• Efficient time management skills with the capability to handle multiple cases simultaneously under tight deadlines.

Benefits:

• Competitive salary and benefit package aligned with industry standards.
• Opportunities for professional growth and advancement within the firm.
• Access to ongoing training and professional development in estate planning and related fields.
• Supportive work environment with dynamic team collaboration.
• A firm that values work-life balance and provides flexible working arrangements where possible.