Boca Raton Trusts & Estates Counsel — Leadership Path

NACBA; Boca Raton, Northern (FL, KY); Hybrid; USD 260,000 - 420,000; Full time

Job summary

Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton seeks a driven Member-level attorney with a minimum of six years' experience to join our thriving South Florida practice. This is a rare opportunity to build something of your own and participate in long-term succession planning with senior leadership.

The ideal candidate will develop client relationships, contribute to practice growth, and grow into a leadership role while serving in a collaborative, technology-enabled

Qualifications

• Minimum six years of Trusts & Estates experience.
• Florida Bar in good standing.
• Experience with sophisticated estate and tax planning techniques.
• Strong understanding of fiduciary income taxation, trust administration, and wealth preservation strategies.
• Demonstrated ability to independently manage complex matters and drive projects to completion.
• Proactive, entrepreneurial mindset with strong organizational skills.

Responsibilities

• Advise clients on estate, gift, generation-skipping transfer, and income tax planning matters.
• Design and implement complex wealth transfer strategies for high net worth individuals and families.
• Counsel on family office structures, fiduciary matters, charitable planning, business succession, and trust administration.
• Collaborate with PCS colleagues on client strategy, planning design, and implementation.
• Manage substantial client matters with autonomy while maintaining responsiveness.
• Mentor and develop junior attorneys and high-level paralegals.
• Utilize Litify and other platforms to manage workflow, deadlines, and client communications.
• Identify opportunities to deepen client relationships over time.

Skills

Client relationship management

Leadership

Mentoring juniors

Entrepreneurial mindset

Communication skills

Technology-enabled workflows

Education

Florida Bar admission in good standing

Tools

Litify

CRM

Practice management systems

Job description

Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton seeks a driven Member-level attorney with a minimum of six years' experience to join our thriving South Florida practice. This is a rare opportunity to build something of your own and participate in long-term succession planning with senior leadership.

The ideal candidate will develop client relationships, contribute to practice growth, and grow into a leadership role while serving in a collaborative, technology-enabled