Trust and Estates Associate

BCG Attorney Search; Naples (FL); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

BCG Attorney Search seeks an experienced Trust and Estates Associate in Naples, FL to support a leading succession-planning practice. You will manage client relationships, draft estate planning documents, and facilitate multi-generational wealth transfers.

The ideal candidate has a JD, at least 3 years of relevant experience, and Florida Bar membership. You will handle post-mortem administration and tax return reviews, delivering high-quality client service within a collaborative team.

Qualifications

• 3+ years of experience in trust and estates law.
• Strong client-service orientation and collaboration.
• Eligible to practice law in Florida (Florida Bar membership).

Responsibilities

• Manage direct client relationships within the estate planning team.
• Draft documents for clients with taxable estates and multi-generational wealth transfers.
• Assist with post-mortem administration and related tax filings.

Skills

Estate planning

Tax return preparation

Client management

Education

Juris Doctor (JD)

Job description

Job Overview

Job OverviewA law firm seeks a highly experienced Trust and Estates Associate to join their team in Naples, Florida. The position involves working within a well-regarded group focused on succession planning and growth needs.

Duties

• Manage direct client relationships and responsibilities.


• Plan and draft documents for clients with taxable estates.


• Facilitate multi-generational wealth transfers using complex estate planning instruments.


• Conduct post-mortem administration.


• Prepare and review tax returns, including Forms 706, 709, and 1041.

Requirements

• Minimum of 3 years of relevant experience.


• Strong interpersonal and collaborative skills.


• Ability to deliver high-quality client services.


• Florida Bar membership required.

Education

Juris Doctor (JD) degree.

Certifications

Admitted to the Florida Bar.

Skills

• Expertise in estate planning and administration.


• Proficiency in tax return preparation and review.


• Strong client management abilities.

Benefits

• Competitive benefits package.