Senior Associate - Private Client Services - Sarasota

Shutts & Bowen LLP; Sarasota (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Shutts & Bowen LLP’s Sarasota office is looking for a Senior Associate to join its Private Client Services Practice. The ideal candidate will possess 5-7 years of relevant experience and an LLM in Tax or Estate Planning.

This role involves handling estate planning, estate taxation, and trust administration for individuals and organizations. A board certification in Wills, Trusts, and Estates and membership in the Florida Bar are preferred qualifications.

Qualifications

• 5-7 years of relevant experience in estate planning, gift taxation, and trust administration.
• Required LLM in Tax or Estate Planning.
• Member of the Florida Bar.

Responsibilities

• Handle services related to estate planning and administration.
• Provide guidance to individuals and organizations regarding estate and gift tax.

Skills

Estate planning

Estate and gift taxation

Trust administration

Charitable organizations services

Education

LLM in Tax or Estate Planning

Board Certification in Wills, Trusts and Estates

Job description

Position Description

Shutts & Bowen’s Sarasota office is seeking a Senior Associate for its Private Client Services Practice.

The successful candidate will have 5-7 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries such as banks and trust companies. LLM in Tax or Estate Planning is required. Board Certification in Wills, Trusts and Estates is preferred. Must be a member of the Florida Bar.