Associate Attorney - High Net Worth Estate & Tax Planning

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 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.