Private Client Trust and Estates Associate

BCG Attorney Search; Miami (FL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work options

Job summary

BCG Attorney Search in Miami, FL represents a law firm seeking a Private Client Trust and Estates Associate with a minimum of 3 years' experience in trust and estates, emphasizing estate planning and administration under Florida and federal tax law.

Responsibilities include managing estate planning and trust administration, advising on tax-efficient wealth transfers, collaborating on business succession, and handling administration in and out of Florida courts.

Qualifications

• Minimum of 3 years in private client matters involving trusts and estates.
• Florida State Bar in good standing.
• Strong written and verbal communication skills.
• Ability to work independently and develop creative solutions.

Responsibilities

• Manage estate planning and trust administration matters.
• Advise on tax-efficient family wealth transfer strategies.
• Collaborate with clients on business succession and asset protection planning.
• Handle estate and trust administration in and out of the Florida court system.

Skills

Estate planning

Trust administration

Tax planning

Client service

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Private Client Trust and Estates Associate to join its Miami, FL office. The ideal candidate will have a minimum of 3 years of experience in trust and estates, with a focus on estate planning and administration, and knowledge of Florida state and federal tax laws.

Duties

• Manage estate planning and trust administration matters.
• Advise on tax-efficient family wealth transfer strategies.
• Collaborate with clients on business succession and asset protection planning.
• Handle estate and trust administration in and out of the Florida court system.

Requirements

• Minimum of 3 years of experience in private client matters involving trusts and estates.
• Strong written and verbal communication skills.
• Ability to work independently and develop creative solutions.
• Member of the Florida State Bar in good standing.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Florida State Bar membership.

Skills

• Excellent technical and client service skills.
• Team-oriented with strong collaboration abilities.
• Effective problem-solving capabilities.

Benefits

• Hybrid work environment with remote work options.