Private Client Associate — Estate & Tax Planning

McDermott

Miami, Northern (FL, KY)

Hybrid

USD 235,000 - 455,000

Full time

18 hours ago
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Job summary

McDermott Will & Schulte in Miami seeks an Associate – Private Client to draft estate planning documents, assist with wealth-transfer strategies, and support senior attorneys in a fast-paced, client-focused practice. Candidates should have experience in domestic estate, gift, and income tax planning; Florida Bar admission or willingness to sit for the next exam is required.

The firm emphasizes belonging, wellness, and award-winning development programs, with compensation reflecting senior class

Qualifications

  • Experience drafting standard and sophisticated estate planning documents and providing support on structuring and implementing wealth-transfer strategies under the guidance of senior attorneys.
  • Experience with domestic estate, gift, and income tax planning; experience with international income, gift and estate tax planning is a plus.
  • Ability to excel in a fast-paced, collaborative, and client-focused practice.
  • Strong organizational skills with the ability to maintain productive relationships with clients and co-advisors.
  • Excellent writing, speaking, research, and analytical abilities, paired with a strong academic background.
  • LLM in Taxation is a plus but not required.
  • Must be admitted to the Florida Bar, or willing to sit for the next Florida Bar examination.

Responsibilities

  • Draft and optimize estate planning documents for high-net-worth clients.
  • Support on wealth-transfer structuring under senior attorney guidance.
  • Collaborate with co-advisors to deliver client-focused solutions.

Skills

Estate planning drafting
Tax planning
Strong communication
Client-focused

Job description

McDermott Will & Schulte in Miami seeks an Associate – Private Client to draft estate planning documents, assist with wealth-transfer strategies, and support senior attorneys in a fast-paced, client-focused practice. Candidates should have experience in domestic estate, gift, and income tax planning; Florida Bar admission or willingness to sit for the next exam is required.

The firm emphasizes belonging, wellness, and award-winning development programs, with compensation reflecting senior class

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