Trusts & Estates Associate Attorney

Trueline; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Performance bonuses

Health, dental, and vision benefits

Retirement plan with firm matching

Professional development

Job summary

A boutique trust & estates firm in Boca Raton is seeking a Trusts & Estates Associate Attorney with 3-8 years of experience. This role involves leading planning engagements, drafting complex tax returns, and communicating with high-net-worth clients. Competitive salary and benefits package included, along with opportunities for growth in a supportive environment.

Qualifications

• 3 to 8 years of experience in estate, trust, and fiduciary planning and administration.
• Solid knowledge of estate, gift, and fiduciary tax laws and regulations.
• Comfortable with early management of substantive client work.
• Comfort interacting with high-net-worth clients and handling substantive work early.
• Excellent verbal and written communication skills.
• JD and bar admission in Florida.

Responsibilities

• Lead estate and trust planning engagements from start to finish.
• Draft, review, and manage complex estate and tax returns.
• Communicate directly with clients to execute planning.
• Communicate directly with clients, execute plan implementation, and supervise support staff.
• Coordinate with tax, accounting, and other advisors to deliver seamless client service.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Client interaction

Education

JD and bar admission in Florida

Job description

Overview

Trueline’s client, a highly regarded boutique trust & estates firm in Boca Raton, FL, is seeking a Trusts & Estates Associate Attorney (3–8 years) to join their growing team. This role offers early responsibility, deep client exposure, and the chance to build sophisticated planning experience.

What You’ll Do as the Trusts & Estates Associate Attorney

• Lead estate and trust planning engagements and administration matters from start to finish
• Draft, review, and manage complex estate, gift, and fiduciary tax returns
• Develop and implement customized planning strategies for high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs
• Communicate directly with clients, execute plan implementation, and supervise support staff
• Coordinate with tax, accounting, and other advisors to deliver seamless client service

Must-Haves as the Trusts & Estates Associate Attorney

• 3 to 8 years of experience in estate, trust, and fiduciary planning and administration
• Solid knowledge of estate, gift, and fiduciary tax laws and regulations
• Exceptional attention to detail and strong organizational skills
• Comfort in interacting with high-net-worth clients and managing substantive client work early
• Excellent verbal and written communication skills
• JD and bar admission in Florida

Nice-to-Haves as the Trusts & Estates Associate Attorney

• LL.M. in Taxation, Estate Planning, or related advanced degree
• Experience with advanced planning techniques (e.g., GRATs, CLATs, family limited partnerships, intangible planning)
• Exposure to multi-state or international estate and tax planning
• Familiarity with estate planning software or systems

Our Client Offers

• Competitive salary aligned with Palm Beach County market, plus performance bonuses
• Health, dental, and vision benefits
• Retirement plan with firm matching
• Supportive, collegial work environment with growth and leadership opportunity
• Access to challenging, varied client matters and professional development

Trueline and its clients are unabashed equal-opportunity employers committed to a diverse workforce. We welcome smart and ambitious applicants and recruit, refer, hire, place, and promote without regard to race, color, gender, religion, national origin, ancestry, citizenship, disability, age, sexual orientation, or any other characteristic protected by federal or state law.