Senior Trusts & Estates Counsel — Private Client Growth

Cozen O'Connor; Boca Raton (FL); On-site; USD 180,000 - 260,000; Full time

Job summary

Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton invites a driven, entrepreneurial attorney with six-plus years of experience to join as a Member-level attorney. You will work with a senior shareholder, develop client relationships, and participate in succession planning for an established practice.

You will collaborate across a national PCS platform, manage complex matters with autonomy, and mentor junior colleagues while leveraging technology-driven workflows to deliver

Qualifications

• Minimum six years of Trusts & Estates experience.
• Strong client relationship and communication skills.
• Proactive, entrepreneurial mindset with ability to drive projects to completion.

Responsibilities

• Advise clients on estate, gift, generation-skipping transfer, and income tax planning.
• Design and implement wealth transfer strategies for high net worth individuals and families.
• Counsel on family office structures, fiduciary matters, charitable planning, business succession, and trust administration.
• Collaborate with PCS colleagues on client strategy, planning design, and implementation.
• Mentor junior attorneys and high-level paralegals.
• Utilize Litify and other tools to manage workflow, deadlines, and client communications.

Skills

Client relationship management

Communication skills

Entrepreneurial mindset

Technology-enabled processes

Education

Florida Bar admission in good standing

Tools

Litify

CRM/workflow systems

Job description

Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton invites a driven, entrepreneurial attorney with six-plus years of experience to join as a Member-level attorney. You will work with a senior shareholder, develop client relationships, and participate in succession planning for an established practice.

You will collaborate across a national PCS platform, manage complex matters with autonomy, and mentor junior colleagues while leveraging technology-driven workflows to deliver