Trust & Estates Senior Associate Attorney (248/o)

Denovo Review; Naples (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

A multidisciplinary law firm in Naples, FL, is seeking a Senior Associate Attorney for their Trust, Estate & Wealth Preservation group. The ideal candidate will have at least 5 years of experience in estate planning and a valid Florida Bar license. This full-time position offers the chance to collaborate in a supportive environment focused on high-quality client service.

Qualifications

• A minimum of 5 years in estate planning and drafting for clients with taxable estates.
• Experience with multi-generational wealth transfer using complex instruments.
• Proficiency in post-mortem administration and tax return preparation/review.

Skills

Estate planning

Client management

Post-mortem administration

Tax return preparation

Collaboration

Attention to detail

Education

Valid Florida Bar license

Job description

Overview

Nationwide, multidisciplinary AmLaw 200 firm is seeking a talented Senior Associate Attorney to join their esteemed Trust, Estate & Wealth Preservation group. The firm offers a supportive and inclusive work environment with the opportunity to work alongside experienced colleagues who value teamwork and high-quality client service.

Successful candidates for the trust and estates senior associate position will have a minimum of 5 years in estate planning and drafting for clients with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments; a proven track record of direct client management responsibilities; and a proficiency in post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041). This is a full-time, onsite position at the firm’s Naples, FL office.

Qualifications

• Must have a valid Florida Bar license in good standing
• Must have a minimum of 5 years in estate planning and drafting for clients with taxable estates, including multi-generational wealth transfer using GST-exempt trusts, GRATs, SLATs, IDGTs, and other complex instruments
• Must have a proven track record of direct client management responsibilities
• Must have a proficiency in post-mortem administration and tax return preparation/review (Forms 706, 709, and 1041)
• Must have a strong ability to collaborate and communicate effectively with colleagues and clients
• Must have excellent attention to detail, organizational, analytical and interpersonal skills