Senior Trusts & Estates Attorney — Growth & Leadership Path

City of Plant City; Boca Raton (FL); On-site; USD 260,000 - 360,000; Full time

Job summary

Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton is seeking a driven, Member-level attorney with a minimum of six years of experience to join our thriving South Florida practice. This role offers the chance to work with a senior shareholder and participate in long-term succession planning while developing client relationships and growing the practice.

The Boca Raton office collaborates with PCS attorneys nationwide in a highly coordinated, technology-driven workflow to

Qualifications

• Minimum six years of Trusts & Estates experience.
• Florida Bar admission in good standing.
• Significant experience with sophisticated estate and tax planning techniques.
• Strong understanding of federal transfer tax planning, fiduciary income taxation, trust administration, and wealth preservation strategies.
• Exceptional client relationship and communication skills.
• Demonstrated ability to independently manage complex matters and drive projects to completion.
• A proactive, entrepreneurial mindset with strong organizational skills.
• Comfortable working within technology-enabled processes and using CRM, practice management systems.

Responsibilities

• Advise clients on sophisticated estate, gift, generation-skipping transfer, and income tax planning matters.
• Design and implement complex wealth transfer strategies for high net worth individuals and families.
• Counsel clients regarding family office structures, fiduciary matters, charitable planning, business succession planning, and trust administration.
• Collaborate directly with PCS colleagues on client strategy, planning design, and implementation.
• Manage substantial client matters with significant autonomy while maintaining exceptional responsiveness and service.
• Mentor and develop junior attorneys and high level paralegals.
• Utilize our technology platforms, including Litify and other practice management tools, to manage workflow, deadlines, client communications, and matter progress.
• Identify opportunities to strengthen and deepen client relationships over time.

Skills

Trusts & Estates expertise

Client relationship development

Mentoring junior professionals

Independent complex matters

Tech-enabled processes

CRM usage

Education

Florida Bar admission in good standing

Tools

Litify

Job description

Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton is seeking a driven, Member-level attorney with a minimum of six years of experience to join our thriving South Florida practice. This role offers the chance to work with a senior shareholder and participate in long-term succession planning while developing client relationships and growing the practice.

The Boca Raton office collaborates with PCS attorneys nationwide in a highly coordinated, technology-driven workflow to