Private Client Associate — Estate & Tax Planner

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

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.