Associate Attorney: High Net Worth Estate Planning & Tax

ShuffieldLowman; Orlando (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Disability insurance

Wellness plan

Job summary

ShuffieldLowman in Orlando seeks an Associate Attorney with 1–4 years of experience and an LL.M. in Taxation to join our High Net Worth Planning group. You will design complex estate plans, advise on tax strategy, and help multi-generational families protect and transfer wealth.

Based in our Orlando office, this role offers meaningful work from day one, mentoring, and direct client exposure, with a substantial in-office presence and limited hybrid flexibility.

Qualifications

• 1–4 years of experience in advanced estate planning, trusts and estates, tax, or a related practice area.
• LL.M. in Taxation required.
• Florida Bar membership strongly preferred; candidates licensed in other jurisdictions will be considered if willing to sit for the Florida Bar Exam.
• Strong drafting skills and meticulous attention to detail.

Responsibilities

• Work directly with clients to design and implement customized estate, tax, and wealth-transfer plans for high net worth individuals and families.
• Draft and review estate planning documents, including revocable trusts, irrevocable trusts, and other advanced planning structures.
• Apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world planning scenarios.
• Collaborate with senior attorneys on sophisticated matters, including business succession planning, charitable strategies, family office advisory, and private trust company formation.
• Coordinate with clients’ other professional advisors, including CPAs, financial advisors, and insurance professionals.
• Utilize the firm’s proprietary drafting software and legal technology tools to deliver efficient, high quality work product.

Skills

Drafting skills

Attention to detail

Written and oral communication

Self-motivated

Education

LL.M. in Taxation

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

ShuffieldLowman is an AV-rated, full-service law firm with offices in Orlando, Lake Nona, Tavares, DeLand, and Port Orange.Our Estate Planning and Tax team serves high net worth individuals, families, and business owners across Florida, handling the full range of sophisticated planning matters, from family governance and dynasty trusts to business succession, charitable planning, private trust companies, and family office structures.Our attorneys are recognized as leaders in the field, regularly presenting to business, professional, and legal groups on advanced planning strategies.

Role Description

ShuffieldLowman is seeking an Associate Attorney with 1–4 years of experience and an LL.M. in Taxation to join our High Net Worth Planning group in our Orlando office.This is an opportunity to do meaningful and engaging work from day one with a team that is genuinely invested in your growth and success.In this role, you will be designing complex estate plans, advising on tax strategy, and helping multi-generational families protect and transfer wealth.

What You’ll Do

• Work directly with clients to design and implement customized estate, tax, and wealth-transfer plans for high net worth individuals and families
• Draft and review estate planning documents, including revocable trusts, irrevocable trusts, and other advanced planning structures
• Apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world planning scenarios
• Collaborate with senior attorneys on sophisticated matters, including business succession planning, charitable strategies, family office advisory, and private trust company formation
• Coordinate with clients’ other professional advisors, including CPAs, financial advisors, and insurance professionals
• Utilize the firm’s proprietary drafting software and legal technology tools to deliver efficient, high quality work product

Why ShuffieldLowman

• You will participate in a formal mentoring program with structured guidance from experienced attorneys who are committed to developing the next generation of the practice
• You will have direct client exposure from the start, this is not a back-office document production role
• Be part of a collegial, team-oriented culture, a firm where people actually enjoy working together
• Handle sophisticated work that is complex and intellectually challenging to plan for clients with significant wealth
• Opportunity to grow with the firm and enjoy a long-term career path, not a lateral stepping stone
• Reasonable billable expectations with a minimum billable hour requirement that starts at 1,700 hours per year

Requirements

• 1–4 years of experience in advanced estate planning, trusts and estates, tax, or a related practice area
• LL.M. in Taxation required
• Florida Bar membership strongly preferred; candidates licensed in other jurisdictions will be considered if willing to sit for the Florida Bar Exam
• Strong drafting skills and meticulous attention to detail
• Excellent written and oral communication skills
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and comfort using traditional and AI-assisted legal tools
• Self-motivated, intellectually curious, and eager to develop expertise in sophisticated planning

Competitive salary commensurate with experience.Benefits include:

• Medical, dental, and vision insurance
• Short-term and long-term disability insurance
• Wellness plan

Work Arrangement

This position is based in our Orlando office. A substantial in-office presence is required, with some hybrid flexibility available.