Private Client Trusts and Estates Associate

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

Benefits offered by this job

Hybrid work environment

Remote work options

Job summary

BCG Attorney Search is seeking an associate with a minimum of three years of experience to join its Trusts and Estates practice in West Palm Beach, FL. The role offers exposure to sophisticated estate planning and administration within a collaborative environment.

The position requires handling complex estate planning, trust administration, liaising with high-net-worth clients on tax and succession planning, and contributing to community involvement in Boca Raton and West Palm Beach.

Qualifications

• Minimum of three years of experience in trusts and estates, including tax planning.

Responsibilities

• Handle sophisticated estate planning and trust administration matters.

Job description

Job OverviewA law firm seeks an associate with a minimum of three years of experience to join its Trusts and Estates practice in West Palm Beach, FL. This role offers the opportunity to engage in sophisticated estate planning and administration within a collaborative environment.

Duties

• Handle sophisticated estate planning and trust administration matters.
• Engage with high-net-worth clients on tax and succession planning.
• Participate actively in the Boca Raton and West Palm Beach communities.
• Collaborate with team members to develop creative solutions for clients.

Requirements

• Minimum of three years of experience in trusts and estates, including tax planning.
• Interest in community involvement in Boca Raton and/or West Palm Beach.
• Strong technical, professional, and client service skills.
• Excellent written and verbal communication skills.
• Ability to work independently and proactively.
• Current member of the Florida state bar in good standing.

Education

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

Certifications

• Florida Bar membership.

Skills

• Proficiency in estate and income taxation issues.
• Experience with charitable giving and family wealth transfer strategies.
• Strong advocacy and problem-solving skills.

Benefits

• Hybrid work environment with remote work options.