Private Client Associate

Simpson Judge USA; Tampa (FL); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Simpson Judge USA seeks a Private Client Associate to join its Trusts & Estates practice in Florida. The ideal candidate will handle sophisticated private client matters, including trusts, estates, and tax-driven planning, with a clear path to shareholder for contributors.

The role emphasizes a collaborative team environment, strong client service, and the ability to manage a growing book of business within a well-regarded regional firm.

Qualifications

• 3+ years of demonstrated experience in sophisticated private client matters involving trusts, estates and tax-driven planning.
• Transactional experience in a private client context (entity structuring, business succession, buy-sell arrangements, closely held business planning).
• Solid grounding in Florida and federal tax law as it applies to estate and gift planning.

Connaissances

Private client matters

Trusts & Estates

Estate planning

Tax planning

Communication skills

Team collaboration

Problem-solving

Business development

Description du poste

We are representing an established Florida firm seeking a Private Client Associate to join its Trusts & Estates group.

Private client work is a core part of the firm's practice, and the group is well regarded in its market. This is a strong opportunity for an attorney with a transactional private client practice who wants a clear path to shareholder in a firm that rewards individual contribution. The group advises high-net-worth individuals, families, business owners and fiduciaries on sophisticated planning.

The mandate is specifically looking for a candidate with experience in estate planning and tax-efficient wealth transfer strategies, spanning estate and gift tax, closely held business and succession planning, and asset protection.

Requirements:

• 3+ years of demonstrated experience in sophisticated private client matters involving trusts, estates and tax-driven planning
• Transactional experience in a private client context (entity structuring, business succession, buy-sell arrangements, closely held business planning)
• Solid grounding in Florida and federal tax law as it applies to estate and gift planning
• Excellent technical, professional and client service skills
• Strong written and verbal communication skills
• Team-oriented, with an emphasis on collaboration
• Effective, proactive problem-solving skills and the ability to work independently
• Interest in building a book of business and growing toward a shareholder role
• Modest billable hour requirement, below what many peer firms ask
• Compensation based on individual performance and direct conversation, not a rigid lockstep scale
• Real path to shareholder for those who build a practice
• Collaborative T&E group with experienced, highly regarded senior planners
• Exposure to sophisticated matters for individuals, families, fiduciaries and business owners across a range of industries, supported by tax and business law colleagues
• Long-standing, stable firm with a strong regional reputation