Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate Planning Partner

$150k
Full-time

Orion Placement

Pay: $150000.00 - $750000.00 per year

Why This Is a Great Opportunity

  • Take your estate planning career to the next level with a partner-level opportunity that recognizes the value of your expertise and client relationships.
  • Enjoy the freedom of working remotely anywhere in Florida while continuing to grow your practice.
  • Bring your established book of business and play a meaningful role in shaping the future of our estate planning practice.
  • Join a team that values entrepreneurial thinking exceptional legal work and long-term client relationships.
  • Build on your success with compensation potential that grows alongside the business you bring and develop.

Location

Remote Florida Statewide. Enjoy the flexibility to work from anywhere in Florida while serving clients and expanding your practice with our team.

Note

Candidates must have an active Florida Bar license 2 years of estate planning experience and a portable book of business valued at $350000. This is a partner-level opportunity designed for attorneys with an established client base and an entrepreneurial mindset.

About Us

We are a Florida law firm committed to delivering sophisticated practical and personalized legal services. We believe in empowering talented attorneys building lasting client relationships and creating an environment where professionals can grow and succeed. Our approach combines high-quality legal representation with a collaborative forward-thinking culture.

Confidential Employer.

Job Description

  • Lead estate planning matters and provide personalized legal guidance to individuals families and business owners.
  • Draft and advise on wills trusts and comprehensive estate planning strategies.
  • Manage and grow your existing client relationships while identifying opportunities to expand your practice.
  • Develop thoughtful legal solutions that help clients protect their assets and plan for the future.
  • Collaborate with fellow attorneys on complex legal matters and client needs.
  • Contribute to the strategic direction and growth of our estate planning practice.
  • Deliver exceptional client service while maintaining a high standard of legal excellence.

Qualifications

  • Active Florida Bar license in good standing.
  • 2 years of estate planning experience.
  • Established portable book of business of $350000.
  • Strong background in estate planning wills trusts and client counseling.
  • Entrepreneurial mindset with the ability to develop and maintain client relationships.
  • Excellent communication relationship-building and problem-solving skills.
  • Attorneys from established firms boutique practices and solo practices are encouraged to apply.

Why You Will Love Working Here

We believe successful attorneys deserve the opportunity to build something meaningful. Youll enjoy the flexibility of remote work the ability to maintain and grow your client relationships and the opportunity to make a lasting impact on our practice.

We value initiative collaboration and the drive to succeed. This is an opportunity to bring your experience and business to a team that appreciates both.

Estimated annual total compensation potential ranges from $150000 to $750000 with the actual compensation structure negotiated based on your portable book of business and overall contribution.

JPC-2522

Benefits:

  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Requirements: Must-have: Remote role statewide in FL. FL bar license. 2 yrs of estate planning exp. Must have a $350K portable book of business.

  • Required Years as Associate: 2 years of estate planning experience. Partner-level opportunity not an associate position.
  • If remote: Florida statewide only. Candidates must reside in Florida and hold an active Florida Bar license.
  • Salary Bands (Only if attorney role): 2 to 4 yrs: $150K to $225K;
  • 5 to 9 yrs: $225K to $375K;
  • 10 to 14 yrs: $375K to $550K;
  • 15 yrs: $550K to $750K.

Submission Email:

Quick Recruiter Reference

Florida law firm providing sophisticated legal services statewide. Seeking an entrepreneurial Estate Planning Partner to manage client matters and grow a portable practice remotely. Requires FL Bar 2 years of estate planning experience and $350K portable book.

Recruiters Submission: To submit cancel - Estate Planning Attorney - Bitman OBrien & Morat PLLC - JPC- 2522 - source

New Job Order Alert

  • Client job title: Estate Planning Attorney
  • Location: Florida Statewide
  • On-site hybrid remote: Remote
  • Experience: 2
  • Good fit job titles/keywords for candidates: Estate Planning Partner Trusts & Estates Partner Estate Planning Attorney Trusts & Estates Attorney Wills & Trusts Attorney Solo Estate Planning Attorney.
  • of hires needed: 1
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Estate Planning Partner in Florida vacancy
  • Trusts and Estates Senior AssociatePosition Overview We are seeking a Trusts and Estates Senior Associate to provide sophisticated tax-aware estate planning, trust administration, and fiduciary advice for private clients. The role combines technical tax and trust law expertise... 
    Suggested
    Private practice

    CyberCoders

    Miami, FL
    3 days ago
  • $200k - $250k

     ...Job Description Job Description Junior Partner (Trusts & Estates) Position Overview We are seeking an experienced attorney to join our...  ...Responsibilities Provide high-level counsel on complex estate planning, wealth transfer strategies, and tax-efficient structures... 
    Suggested
    Ongoing contract
    Local area

    Everforth, Cybercoders

    Naples, FL
    4 days ago
  •  ...Our client Accounting firms are hiring TAX PARTNERS in South East Florida in PCS, High Net Worth, Trust & Estates, Real Estate, Manufacturing, International Tax , C Corp/S Corp Tax, Financial Services, Technology, Professional Services, Client Accounting Services. Line... 
    Suggested
    Immediate start

    Feldman Search

    Fort Lauderdale, FL
    1 day ago
  •  ...autonomy to reach your goals. EisnerAmper is seeking a Partner to expand our Real Estate Tax practice. This open position offers the opportunity...  ...Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time... 
    Suggested
    Full time
    Work at office
    Local area
    3 days per week

    EisnerAmper

    Miami, FL
    5 days ago
  •  ...autonomy to reach your goals. EisnerAmper is seeking a Partner to expand our Real Estate Tax practice. This open position offers the opportunity...  ...Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time... 
    Suggested
    Full time
    Local area

    EisnerAmper

    Fort Lauderdale, FL
    2 days ago
  • $185.76k - $334.32k

     ...from initial pre-deal strategy through post-deal implementation planning and delivery oversight.Manage account strategies, commercial...  ...9, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align... 
    Minimum wage
    Full time
    Part time
    Local area

    Kyndryl

    Tallahassee, FL
    2 days ago
  • $143k - $286k

     ...the successful deployment of enterprise financial systems across planning, configuration, integration, testing, data readiness,...  ...business stakeholders, Digital Technology teams, implementation partners, and functional workstreams to ensure solutions are delivered on... 
    Minimum wage
    Full time
    Temporary work
    Local area
    Remote work

    Carrier

    Tallahassee, FL
    4 days ago
  •  ...National Tax Office team is seeking a highly skilled and experienced Partner to join our growing M&A and tax transaction team. The Partner...  ...advice on federal income tax issues, including structuring, planning, and risk management.Stay abreast of changes in tax laws and... 
    Full time
    Work at office
    Local area

    EisnerAmper

    Fort Lauderdale, FL
    2 days ago
  • $175k - $202.3k

    ERM is seeking a Technical Partner to help grow our Natural Resources practice, with a focus on supporting power, renewable energy, diversified...  ...permitting programs. Support clients through project planning, permitting, construction, and operations phases. Develop and grow... 
    Full time
    Fixed term contract
    Casual work
    Local area
    Flexible hours

    ERM Group

    Tampa, FL
    3 days ago
  • $133.95k - $210.3k

    Partner SalesDescription -Job Summary• This role is responsible for managing account plans to drive sales growth within legal guidelines and leading contract negotiations to ensure partner satisfaction. The role engages in both transactional and relationship selling, collaborating... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Local area
    Relocation
    Flexible hours
    Shift work

    Juniper Networks

    Tallahassee, FL
    1 day ago
  •  ...Job Description Tax Partner - Orlando, FL Who: A seasoned CPA with at least ten years of progressive public accounting...  ...in overseeing high-level tax engagements, guiding strategic tax planning, mentoring a team of tax professionals, and strengthening client... 
    Full time
    Work at office
    Local area
    Immediate start

    Staff Financial Group

    Orlando, FL
    4 days ago
  • $102.7k

     ...given initiative. Works on multiple projects and get exposure to all parts of the Organization, and will play a supportive role in planning, communicating, and managing the enterprise strategy. ESSENTIAL RESPONSIBILITIES Lead or support key strategic initiatives... 
    For contractors
    Work experience placement
    Work at office
    Local area

    Highmark Health

    Tallahassee, FL
    5 days ago
  •  ...performing tax practice. This individual will lead complex tax planning and compliance engagements, develop senior-level talent, strengthen...  ...worth individuals and businesses on complex tax planning, M&A, estate planning, and business succession. Build strategic client... 
    Local area

    TalentSpark

    Tampa, FL
    1 day ago
  • $200k - $350k

     ...Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity This Jobot Job is hosted by...  ...expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The...  ...initiatives. 8. Experience with trust, estates, wealth planning. Qualifications The ideal... 
    Local area
    Remote work

    Jobot

    Tampa, FL
    3 days ago
  •  ...Description Job Description Job Title: Internal Mobility Partner (Internal Recruiter) Location: Hybrid Work Model Reporting to Pensacola...  ..., with Learning & Talent Development, Strategic Workforce Planning, HR Business Partners, Talent Acquisition, and other key... 
    Contract work
    Local area

    System One

    Pensacola, FL
    7 days ago
  • $60k - $80k

     ...Technologies is seeking a strategic and relationship-focused Senior Partner Manager/ Partner Manager to drive growth within our partner...  ...*Conduct regular business reviews and strategic planning sessions * Drive partner satisfaction and long-term engagement... 
    Local area

    WatchGuard Technologies

    Miami, FL
    5 days ago
  • $185.76k - $334.32k

     ...that impact across the entire customer Eco-system. As a Consult Partner, you will have a pivotal role in driving profitable growth,...  ...Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution.... 
    Minimum wage
    Full time
    Part time
    Local area

    Jobleads-US

    Florida
    2 days ago
  • $138k - $184k

    We are looking for an experienced Partner Sales Manager to ignite partnerships by identifying and recruiting new partners for long-term...  ...and activate existing GSI partners through training, planning and joint selling activitiesCoordinate the technical and marketing... 
    Work at office

    Datadog

    Tallahassee, FL
    4 days ago
  • $112k - $168k

     ...across the organization. This role operates as a strategic partner to Sr. HRBPs, absorbing high-risk and high-complexity ER work...  ...Advise on high-risk performance cases, including PIPs, coaching plans, and involuntary separations Ensure performance processes... 
    Remote work

    Relativity

    Jacksonville, FL
    3 days ago
  •  ...Restaurant Brands International Inc. Job Summary The Operations Partner, Burger King, US South is responsible for driving operational...  ...improve operational performance, developing short- and long-term plans to drive profitability and efficiency. Conduct comprehensive business... 
    Temporary work
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Burger King

    Miami, FL
    3 days ago
  •  ...are seeking an experienced, entrepreneurial Culinary Operations Partner to help launch and grow an exciting new seafood-focused fast-...  ...daily operations. Strategic Partnership Collaborate on business planning, marketing initiatives, and growth strategies. Contribute ideas... 
    Full time
    Casual work

    Salem's Fresh Eats

    Tampa, FL
    5 days ago
  • $158.74k

     ...roles. Meet with onboarding candidates, provide personalized support, and address their diverse needs. Develop tailored individual plans and goals for candidates and guide them toward achieving optimal production levels necessary for progression to full-time contracts.... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area

    New York Life Insurance Co

    Tallahassee, FL
    3 days ago
  • Support Partners provide hands-on, individualized support to underserved youth and their families through structured in-home and community...  ...responding to urgent needs promptly. Integrate CASEL, Safety Planning, and Trauma Informed Care into service provision. Develop a... 
    Contract work
    Work from home

    BAYS, Inc.

    Tampa, FL
    5 days ago
  • $200k - $400k

    Corporate/Tax Partner Join to apply for the Corporate/Tax Partner role at gpac . Base pay range $200,000.00/yr - $400,000.00/yr Corporate...  ...clients on federal, state, and local tax matters, including planning, compliance, and structuring transactions Lead tax due... 
    Full time
    Work at office
    Local area
    Immediate start

    gpac

    Tampa, FL
    1 day ago
  • Jobot is seeking a Tax Partner with a transferrable book of business to lead our tax department in Tampa, FL. This is a rare opportunity...  ...to grow a portfolio of clients while delivering high-level planning and compliance services. #J-18808-Ljbffr Australia-Employment
    Remote job

    Australia-Employment

    Tampa, FL
    2 days ago
  • Jobot is seeking a Tax Partner - High Net Worth (REMOTE) in Tampa, FL, with a clear path to partnership. You will lead strategic tax planning and compliance for high net worth clients while guiding a growing practice in a collaborative, client-focused environment. The... 
    Remote job

    Australia-Employment

    Tampa, FL
    2 days ago
  •  ...will shape regional GTM strategies, coordinate with senior leadership, and partner with teams to drive growth and productivity across large territories. Responsibilities include annual sales planning, cross-functional program leadership, and robust analytics to inform... 

    Equinix

    Tampa, FL
    2 days ago
  •  ...are seeking a highly strategic and commercially minded Tax, Partner to lead tax planning, structuring, and execution across a capital-intensive,...  ...capital-intensive businesses, infrastructure, energy, real estate, data centers, or similar asset-heavy industries strongly... 
    Temporary work
    Work at office
    Local area

    Hut 8

    Miami, FL
    1 day ago
  • Overview Job Title: Employment Law Partner / Unit LeadLocation: Fort Lauderdale, FloridaKelley Kronenberg is seeking an experienced...  ...collaborative team environmentParticipate in departmental strategic planning and firm-wide leadership initiativesCross-Practice... 
    Full time
    Work at office

    Kelley Kronenberg

    Fort Lauderdale, FL
    2 days ago
  • $160k - $194k

     ...assurance of Gartner objectivity and independence.The AI Executive Partner will serve as a strategic partner and executive adviser. The...  ...base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based,... 
    Full time
    Remote work
    Worldwide

    Gartner

    Tallahassee, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate Planning Partner. Be the first to apply!