Private Client Trusts & Estates Associate Attorney
Direct Counsel
Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experience in sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in Boca Raton or West Palm Beach. Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration, including succession planning, lifetime giving, retirement asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should have strong knowledge of relevant state and federal tax laws. This role offers a hybrid work schedule, providing flexibility with two remote days per week, while also fostering collaboration with the broader Private Client team. Responsibilities Advise clients on complex trusts and estates matters, including tax and succession planning Draft estate planning documents, including wills, trusts, and related instruments Support estate and trust administration matters Collaborate with multidisciplinary teams, including corporate, tax, and probate specialists Handle client communication and strategic planning with a high level of professionalism Requirements Minimum 4 years of experience in sophisticated private client matters, including trusts and estates Strong written, verbal, and client service skills Team-oriented with ability to work independently and proactively Member of the Florida State Bar in good standing (required) Additional Information Hybrid work environment with flexibility for in-office days Opportunities for mentorship, professional development, and potential path to partnership Required application materials: cover letter, resume, transcript, and 2–3 page writing sample
- Commercial Real Estate Attorney About Our Client: Our client is a large well-known commercial and private client law firm in the West Palm Beach area specializing in the areas of real estate, complex litigation, and trust and estate litigation. They are seeking a Commercial...Private clientContract work
- ...Fox Rothschild LLP is seeking an attorney to join our esteemed Taxation & Wealth... ...a well‑rounded background across estate planning, tax planning, probate, and trust and estate administration. This... ...personalized estate plans for clients across a broad range of wealth levels...SuggestedFull timeTemporary workFor contractorsWork at office
- ...is seeking an experienced Estate Planning Attorney with a minimum of 8 years'... ...experience in estate planning and trust administration. The ideal... ...will have an established client base and a proven track... ...work with a top-tier law firm. #J-18808-Ljbffr Lewis & AssociatesSuggested
$240k - $375k
...Description Investment Funds Associate Attorney Miami, Boca Raton, or Palm... ...to work on sophisticated private investment fund matters within... ...investors, and private capital clients. The firm is seeking a... ...venture capital funds Real estate and private credit funds...Private client$230k - $360k
...Healthcare Transactions Associate Attorney A highly respected AmLaw 200 firm is seeking a Healthcare... ...who is interested in advising clients across a broad range of healthcare and... ...contracting and commercial agreements Private equity and investment transactions involving...Private client- ...Taxation is preferred. The position offers a highly competitive base salary, great benefits, including 401(k) matching, and 216 hours of PTO. Join a firm that values exceptional client services and provides a diverse range of family office services. #J-18808-Ljbffr JobotPrivate clientWork at office
- ...Job Description Job Description Real Estate Transactions Associate Attorney West Palm Beach (alternate options: Miami or Fort Lauderdale) Direct... ...Work collaboratively with internal teams and external clients to ensure smooth execution of transactions...
- Fox Rothschild LLP is seeking an attorney for its Taxation & Wealth Planning... ...have 4-10 years of experience in estate planning, tax planning, probate, and trust and estate administration. Strong... ...through exposure to complex matters and client interactions. #J-18808-Ljbffr Fox...
- ...Business Development Associate Empowering Financial Futures. For more... ...and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and... ...and centers of influence (e.g., attorneys, accountants, consultants) in target...Private clientWork at office3 days per week
$140k - $180k
...divh2Tax Manager, Private Client Group/h2pNew York, NY / Boca Raton, FL / Palm Beach Gardens, FL/ppTitle: Tax Manager... ...of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and...Private clientFull timeLocal area$150k - $190k
...dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your... ...visit CIBC.com What you'll be doing As a Private Wealth Business Development Officer (BDO)... ...self to work and you live our values - trust, teamwork, and accountability. California...Private clientRemote work$100k - $200k
...foreclosure and collections matters, not narrow task assignments Trusted ownership of a significant caseload in a high-volume, well-... ...and can be obtained quickly if not already admitted. About Our Client Our client is a long-standing national law firm with an 18-state...Full timeRemote work$115k - $142k
...divh2Tax Supervisor, Private Client Group/h2pPalm Beach Gardens, FL, or Boca Raton, FL (Hybrid)/ppAnchin is a New York City... ...providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor...Private clientPrivate practiceWork at officeLocal area- ...for-profit tax, particularly private foundations. This is a highly... ...the firm’s private foundation client base by delivering deep... ...Tax Group doesn’t only provide trusted and innovative tax solutions... .... We are also engaged by the attorneys, financial professionals, bankers...Private clientWork at officeLocal area
$100k - $200k
.... We're searching for a Criminal Defense Attorney who is eager to make a meaningful impact... ...yearly Responsibilities: Represent clients in criminal defense cases, ensuring their... ...cases. Our firm has built its reputation on trust, integrity, and relentless dedication to...- Position Overview Bernstein Private Wealth Management is a premier... ...and ultra‑high‑net‑worth clients. As an industry leader, we put... .... Bernstein Private Wealth Associates are client service professionals... .... Advanced training on trusts & estates, wealth planning, investment...Private client
- Job Details UHNW, Trusts, Estates, Gift tax About Us We are a growing CPA firm that provides an integrated suite of services customized to... ...the entities they own. Our mission is to provide exceptional client services. Our professionals help our clients define and meet...Private clientWork at officeLocal area
- ...Private Banking Officer Are you passionate about... ...relationships with high-net-worth clients and delivering... ..., you'll serve as a trusted advisor to a portfolio... ...clients, including attorneys, CPAs, physicians, and... ...development events, and through association memberships to grow...Private client
$60k - $200k
...World Insurance Associates (“World”) is a leading financial services organization... ...strategies that evolve with clients’ lifestyles and financial goals. Private Client Sales Executive (Client Advisor... ...Lines Client Advisors serve as trusted risk management partners to...Private clientBase plus commissionImmediate start$120k - $250k
...a Tax Director to join the Private Client Services (PCS) practice, able... ...specialization in individual, fiduciary, estate and gift taxation Preferred... ...Group doesn’t only provide trusted and innovative tax solutions... ...We are also engaged by the attorneys, financial professionals,...Private clientWork experience placementPrivate practiceLocal area- A Florida law firm is seeking a lateral associate attorney to manage cases in its growing first-party property division. Candidates should possess a JD, be licensed to practice in Florida, and ideally have a minimum of 2 years of experience in first-party property law....
$400k
...be handled confidentially. Attorney: Fowler White has an opportunity... ...an opportunity for a Real Estate Attorney with experience in commercial... ...years’ experience in wills, trusts, estate planning and probate... ...would include meeting with clients, preparing probate pleadings...Permanent employmentH1bWork at officeImmediate start- ...upon the foundations of honesty, hard-work, and experience our clients can trust. Proudly headquartered in downtown Jacksonville, Farah &... ...discovery Qualifications 5+ years of Personal Injury Litigation Attorney experience Trial experience is a plus Possess the leadership...Temporary workWork at officeLocal areaMonday to FridayShift workDay shift
- LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing... ...law firm is looking for an Estate Planning Attorney with at least 8 years of... ...estate planning and estate and trust administration and an established client base. Ideally, the candidate would...
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ..., individuals in this role build trusted relationships. Leading with a client first...Private clientWork at officeLocal area
- ...Kubicki Draper is seeking an Associate Attorney with 2+ years of civil... ...claims. Communication with clients. Respond to demands. Draft and... ...across 12 offices, we are a trusted leader in trial, appellate,... ...defense, commercial, and real estate litigation. No matter where...Work at office
- ...revenue by focusing on providing entity clients such as corporations, NFP entities, and government... ...Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify... ...fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank...Private clientWork experience placement
- Trial Attorney Lawyer Job Summary We are seeking a Family Law/ Trial Attorney to join a small reputable firm in West Palm... ...Assist with trial preparation and/or attend trial. Build trusting relationships with clients. Lawyer Qualifications JD from an accredited law...
$130k - $175k
Director, Federal Tax (Private Client Services) Location: West Palm Beach... ..., mentor, and motivate our Associates, Senior Associates and... ...tax returns CPA or Licensed Attorney Prior proven experience leading... ...Demonstrated success as a trusted tax and business advisor: building...Private clientPart timePrivate practiceWork at officeFlexible hours- ...Draper is seeking an entry level Associate Attorney. Prior insurance defense or... ...good standing, required. Client-Centric Approach: Our... ...across 12 offices, we are a trusted leader in trial, appellate,... ...defense, commercial, and real estate litigation. No matter where...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Trusts & Estates Associate Attorney. Be the first to apply!
- client account associate West Palm Beach, FL
- property management associate West Palm Beach, FL
- property management specialist West Palm Beach, FL
- real estate broker West Palm Beach, FL
- title examiner West Palm Beach, FL
- real estate salesperson West Palm Beach, FL
- real estate agent West Palm Beach, FL
- apartment locator West Palm Beach, FL
- realtor West Palm Beach, FL
- estate agent West Palm Beach, FL

