Private Client Associate

The People Of: Professional Services; Florida; On-site; USD 235,000 - 270,000; Full time

Benefits offered by this job

Wellbeing initiatives

Professional development programmes

Job summary

The People Of: Professional Services in Miami seeks a Private Client Associate with 2–3 years of experience to advise high-net-worth individuals on estate planning, wealth transfer and domestic tax matters.

You will draft sophisticated estate planning documents, structure wealth-transfer strategies, and collaborate with senior attorneys on complex trusts and international tax planning. Admittance to the Florida Bar is required or you must sit the next exam.

Qualifications

• 2-3 years of relevant private client experience.
• Experience drafting estate planning documents.
• Strong understanding of domestic estate, gift and income tax planning.
• International tax planning experience is advantageous.
• LL.M. in Taxation is a plus, but not required.
• Excellent academic credentials.
• Strong research, writing and analytical abilities.
• Excellent organizational and client relationship skills.
• Admitted to the Florida Bar or willing to sit the next Florida Bar examination.

Responsibilities

• Draft standard and sophisticated estate planning documents
• Assist with structuring and implementing wealth-transfer strategies
• Advise on domestic estate, gift and income tax planning
• Support complex trust and estate planning matters
• Work with senior attorneys on tailored private wealth strategies
• Coordinate with clients and external advisers
• Conduct legal research and analysis
• Assist with international tax planning matters where appropriate

Skills

Estate planning drafting

International tax planning

Client relationship management

Research and analysis

Education

LL.M. in Taxation

Job description

Private Client Associate
Location: Miami, FL
A leading global law firm is seeking a Private Client Associate with 2-3 years of experience to join its growing Miami practice.
The successful candidate will advise high-net-worth individuals and families on sophisticated estate planning, wealth transfer and domestic tax matters. This is an excellent opportunity for a junior private client attorney looking to develop a sophisticated practice with exposure to complex planning structures and international considerations.

Key Responsibilities

• Draft standard and sophisticated estate planning documents
• Assist with structuring and implementing wealth-transfer strategies
• Advise on domestic estate, gift and income tax planning
• Support complex trust and estate planning matters
• Work with senior attorneys on tailored private wealth strategies
• Coordinate with clients and external advisers
• Conduct legal research and analysis
• Assist with international tax planning matters where appropriate

Who You Are

• 2-3 years of relevant private client experience
• Experience drafting estate planning documents
• Strong understanding of domestic estate, gift and income tax planning
• International tax planning experience is advantageous
• LL.M. in Taxation is a plus, but not required
• Excellent academic credentials
• Strong research, writing and analytical abilities
• Excellent organizational and client relationship skills
• Admitted to the Florida Bar or willing to sit the next Florida Bar examination

Compensation

Published Salary Scale for Relevant Class Years: $235,000 - 270,000
Compensation depends on applicable class year.

Benefits

Competitive compensation and comprehensive benefits, including wellbeing initiatives and professional development programmes.