Private Wealth Services Associate

The People Of: Professional Services; Town of Florida (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

The People Of: Professional Services is seeking a Private Wealth Services Associate in Fort Lauderdale, FL. We seek a junior Associate (0-4 years) with a JD/JD-LLM to advise high-net-worth clients on estate planning, wealth preservation, and tax matters.

You will draft documents, research complex issues, assist with probate and asset transfers, and participate in client meetings to develop tailored wealth preservation strategies.

Qualifications

• Experience in estate planning, tax or related practice is preferred.
• Demonstrated interest in private wealth, estate planning or tax law.
• Strong academic credentials and writing skills.
• Florida Bar admission or willingness to be admitted promptly.
• Onsite work in Fort Lauderdale.

Responsibilities

• Assist with estate planning for domestic and international clients.
• Draft wills, trusts and other estate planning documents.
• Research tax, probate and trust administration issues.
• Draft legal memoranda on private wealth matters.
• Support administration of estates and trusts.
• Assist with probate filings and asset transfers.
• Participate in client meetings and wealth preservation strategies.
• Assist with gift, estate and generation-skipping tax returns.
• Monitor developments in tax law and estate planning.
• Collaborate with attorneys across Private Wealth Services.

Skills

Estate planning

Tax matters

Legal research

Writing skills

Attention to detail

Time management

Education

J.D. or J.D./LL.M. from ABA-accredited law school

Job description

Private Wealth Services Associate

Location: Fort Lauderdale, FL

A leading global law firm is seeking a junior Associate with 0-4 years of experience to join its Private Wealth Services practice in Fort Lauderdale.

This is an excellent opportunity for a recent graduate or junior attorney interested in developing a sophisticated private client practice advising high-net-worth individuals, families, business owners and closely held businesses on complex estate planning, wealth preservation and tax matters.

Key Responsibilities

• Assist with sophisticated estate planning for domestic and international clients
• Draft wills, trusts and other estate planning documents
• Research complex tax, probate and trust administration issues
• Draft legal memoranda on private wealth matters
• Support the administration of estates and trusts
• Assist with probate filings and asset transfers
• Participate in client meetings and the development of tailored wealth preservation strategies
• Assist with gift, estate and generation-skipping transfer tax returns
• Monitor developments in tax law and estate planning
• Collaborate with attorneys across the broader Private Wealth Services practice

Who You Are

• 0-4 years of relevant experience
• J.D. or J.D./LL.M. from an ABA-accredited law school
• Experience in estate planning, tax or a related practice is preferred
• LL.M. in Taxation or Estate Planning is advantageous, but not required
• Demonstrated interest in private wealth, estate planning or tax law
• Strong academic credentials
• Excellent legal research and writing skills
• Strong analytical skills and attention to detail
• Excellent organizational and time management abilities
• Florida Bar admission or willingness to become admitted promptly
• Comfortable working onsite in Fort Lauderdale

Compensation

Competitive market compensation based on experience and qualifications.

Benefits

Competitive compensation and comprehensive benefits, alongside dedicated training, professional development and the opportunity to build a sophisticated private wealth practice within a collaborative team.