Private Client Trusts & Estates Associate

Simpson Judge USA; Miami, Fort Lauderdale (FL, FL); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Hybrid work model

ACTEC mentorship

Job summary

An AmLaw-ranked firm with a national and international platform seeks a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach). The role focuses on estate planning, trusts and estates, and tax law for high-net-worth individuals, families, and fiduciaries, with a strong Florida grounding and a reputation for sophisticated work.

Candidates should have at least 3 years' experience, strong communication and client-service skills, a collaborative approach, and the

Qualifications

• Minimum of 3 years of demonstrated experience in sophisticated private client matters involving trusts and estates.
• Excellent technical, professional, and client service skills.
• Strong written and verbal communication and advocacy skills.
• Team-oriented, with an emphasis on collaboration.
• Effective, proactive problem-solving skills and the ability to work independently.
• 1800 Billable Hours requirement.
• Hybrid work environment, with the ability to work remotely two days per week.
• Deep bench of mentorship from multiple Fellows of the American College of Trust and Estate Counsel (ACTEC).
• Exposure to sophisticated matters for individuals, families, fiduciaries, and family offices across a broad range of industries.
• National and international reach, with the resources and stability of an AmLaw ranked platform.

Skills

Estate planning

Trusts & estates

Tax planning

Client service

Written communication

Verbal advocacy

Team collaboration

Problem solving

Independence

Mentorship awareness

Job description

A prominent AmLaw-ranked firm with a national and international platform is seeking a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach).

This is a strong opportunity for an attorney with hands-on experience in estate planning and trust and estate administration, including a solid grounding in Florida state and federal tax law, looking to join a nationally recognized private client practice known for sophisticated work on behalf of high-net-worth individuals, families, and fiduciaries. The practice holds a Band 1 ranking in the Chambers High Net Worth Guide and is consistently ranked among the top Trusts & Estates practices nationally.

Ideal candidates will bring demonstrated experience in domestic estate planning and tax-efficient family wealth transfer strategies, spanning estate, tax, business succession, and asset protection planning, along with a track record of successfully managing trust and estate administration matters in and out of the Florida court system.

Requirements:

• Minimum of 3 years of demonstrated experience in sophisticated private client matters involving trusts and estates
• Excellent technical, professional, and client service skills
• Strong written and verbal communication and advocacy skills
• Team-oriented, with an emphasis on collaboration
• Effective, proactive problem-solving skills and the ability to work independently
• 1800 Billable Hours requirement
• Hybrid work environment, with the ability to work remotely two days per week
• Deep bench of mentorship from multiple Fellows of the American College of Trust and Estate Counsel (ACTEC)
• Exposure to sophisticated matters for individuals, families, fiduciaries, and family offices across a broad range of industries
• National and international reach, with the resources and stability of an AmLaw ranked platform