Trusts and Estates Associate Mid-Level

BCG Attorney Search; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Mentorship program

Professional development

Job summary

BCG Attorney Search is seeking a mid-level Trusts and Estates Associate to join our Naples, FL team. The ideal candidate has 3 to 5 years of estate planning experience and a strong interest in complex tax law.

The role involves estate planning, trust administration, and collaborating with attorneys across practice groups. A J.D. from an accredited law school and an active Florida Bar license are required, with permanent authorization to work in the United States.

Qualifications

• J.D. from an accredited law school with strong academics.
• Florida legal license in good standing.
• Permanent authorization to work in the United States.

Responsibilities

• Engage in estate planning, trust administration, and business succession planning.
• Research gift, estate, and generation-skipping tax rules.
• Prepare detailed legal documents, including irrevocable and SLAT trusts.
• Participate in trust and estate litigation.
• Collaborate with attorneys across practice groups.

Skills

Estate planning

Tax concepts

Estate administration

Communication skills

Teamwork

IRS matters

Education

J.D. from an accredited law school

Job description

Job Overview

A law firm seeks a mid-level Trusts and Estates Associate to join its team in Naples, FL. The ideal candidate will have 3 to 5 years of estate planning experience and a strong interest in complex tax law.

Duties

• Engage in estate planning, trust administration, and business succession planning.
• Conduct research on gift, estate, and generation-skipping transfer tax rules.
• Prepare detailed legal documents with a focus on irrevocable and SLAT trusts.
• Participate in trust and estate litigation.
• Collaborate with attorneys across practice groups.

Requirements

• J.D. from an accredited law school with strong academic credentials.
• Active law license in Florida.
• Permanent authorization to work in the United States.

Education

Juris Doctor (J.D.) degree.

Certifications

Active Florida Bar membership.

Skills

• Strong understanding of tax and estate planning concepts.
• Experience with Florida estate administration.
• Proficiency in dealing with the IRS and tax matters.
• Excellent written and oral communication skills.
• Ability to work effectively in a team environment.

Benefits

Competitive compensation in a collegial environment.

Medical, dental, vision, and retirement programs.

One-on-one career coaching and professional development.

A supportive culture focused on mentorship and advancement.