Private Client Trusts & Estates Associate Attorney
Direct Counsel
Private Client Trusts & Estates Associate Attorney / Senior Associate AttorneyDirect Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of four 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.ResponsibilitiesAdvise clients on complex trusts and estates matters, including tax and succession planningDraft estate planning documents, including wills, trusts, and related instrumentsSupport estate and trust administration mattersCollaborate with multidisciplinary teams, including corporate, tax, and probate specialistsHandle client communication and strategic planning with a high level of professionalismRequirementsMinimum four years of experience in sophisticated private client matters, including trusts and estatesStrong written, verbal, and client service skillsTeam-oriented with ability to work independently and proactivelyMember of the Florida State Bar in good standing (required)Additional InformationHybrid work environment with flexibility for in-office daysOpportunities for mentorship, professional development, and potential path to partnershipRequired application materials: cover letter, resume, transcript, and 2–3 page writing sample
- Lewis & Associates, a Florida-based legal staffing leader, seeks an Estate Planning Attorney with at least eight years of experience to join... ...estate planning and estate/trust administration, develop gifting... ...for an established client base. This on-site opportunity...Suggested
- ...full service AmLaw 200 law firm, seeks an associate for its West Palm Beach office.... ...years of experience and be knowledgeable in estate planning and related practices. The role... ...team that emphasizes individual value and client service. #J-18808-Ljbffr Shutts & Bowen...Private clientWork at office
- ...SUMMARY The Private Client Sales Manager is responsible for developing and managing a portfolio... ...financial solutions. Serve as a trusted financial advisor by thoroughly... ...to helping our clients, communities and associates unlock their full potential with capital...Private clientFull timeWork 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...Suggested
- ...are centered around our people and our clients. We believe that putting your employees... ...The firm is led by highly credentialed attorneys with advanced recognition in marital and... ...families who have chosen to use us as their trusted counsel. Some of these clients include:...SuggestedLocal areaFlexible hours
- ...cross-selling, and exceptional client service. \n \n We welcome... ...\n Corporate / M&A \n Private Equity \n Banking & Financial... ...\n Construction \n Real Estate \n Labor & Employment \n... ...Benefits / ERISA \n Tax \n Trusts & Estates \n Food &...
- Alvarez & Marsal is seeking a Senior Director in Private Client Services, Tax, to establish long-term relationships with private companies,... ...individuals. You will lead tax compliance for partnerships, S-corps, trusts, and individuals, and review complex tax issues. You will...Private client
- ...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 clientFull timeWork at officeLocal area
$150k - $210k
...2555, and treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families... ...a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who...Private clientFull timeFixed term contractLocal area- Alvarez & Marsal in West Palm Beach, FL seeks a Director to join our Private Client Services (PCS) practice. You will lead client engagements, oversee accounting processes, and develop trusted relationships with high net worth clients. Role focuses on managing teams, ensuring...Private clientPrivate practice
- ...a Tax Director to join the Private Client Services (PCS) practice, able... ...specialization in individual, fiduciary, estate and gift taxationPreferred/... ...Group doesn’t only provide trusted and innovative tax solutions... ...We are also engaged by the attorneys, financial professionals,...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...families, with a focus on wealth management, estate and trust planning, and family office services.... ...running, preparing the partner for client meetings, and knowing where every open... ...combined experience, with trusts and estates, private client, wealth management or family...Private clientWork at officeLocal area
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO)... ...real self to work and you live our values - trust, teamwork, and accountability.California...Private clientFull timeRemote work- Job Summary:Private Client Services at BDO is a boutique practice... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...work assignments of PCS Associates Provides verbal and written... ...Certifications:CPA certification, Attorney (admitted to practice in...Private clientPrivate practiceWork at office
$170k - $220k
...UHNW, Trusts, Estates, Gift tax This Jobot Job is hosted by: Albert Simons Are you a fit... ...Our mission is to provide exceptional client services. Our professionals help our... ...Details This position is part of our Private Client Services group and is focused on...Private clientWork at officeLocal area- ...cross-selling, and exceptional client service. We welcome... ...Oil/Gas Corporate / M&A Private Equity Banking & Financial... ...Litigation Construction Real Estate Labor & Employment Healthcare... ...Benefits / ERISA Tax Trusts & Estates Food & Beverage...Full time
- ...seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure... .... We are also engaged by the attorneys, financial professionals, bankers, and...Private clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$174.32k - $261.48k
...Citi Private Bank - HNW Investment Counselor LeadThe Investment Counselor Sr. Lead is a strategic... ...Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products... ...strategies, banking and lending, trust and specialized services. The Private Bank...Private clientFull timeLocal area$85k - $110k
...sophisticated and personally meaningful estate planning and probate matters while working directly with clients. Build long-term client relationships and become a trusted legal advisor during important... ...excellent opportunity for an attorney who enjoys direct client...Full time- ...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...
$175k - $225k
...hands-on approach to solving our clients' problems and assisting them... ...Tax specialty areas, our Private Client Services (PCS) practice... ...partnerships, S-corporations, trusts, and individual tax clients... ...engagements ~ CPA or Licensed Attorney ~ Passion for mentoring,...Private clientPart timePrivate practiceWork at officeFlexible hours$175k - $250k
...Atrium is seeking on behalf of our client a Transactional Associate Attorney based in West Palm Beach . A background... ...will handle a wide range of real estate and corporate transactional matters... ...legal matters, acting as a trusted advisor throughout the process Coordinate...Full timeLocal areaShift work- ...of ServiceFor 50 years, Visiting Nurse Association of Florida (VNA) has been helping... ...and remain independent at home. As a trusted nonprofit home health provider, we offer... ...concierge-level personal care to VIP and private-duty clients, with a primary focus on post-surgical...Private clientFlexible hours
- ...Litigation Attorney A well-established boutique Law Firm is seeking... ...with leadership and are trusted with meaningful responsibility... ...Commercial Litigation Real Estate and Construction Disputes... ...long-term growth, excellent client outcomes, and balanced professional...Relocation
$120k - $175k
...About the job Elder Law Attorney Pay: $120,000.00 - $175,000... ...the future. Build meaningful client relationships while handling probate administration, estate planning, and related elder law... ...assets. Draft and review wills, trusts, powers of attorney, advance...Work at office$100k - $150k
...on meaningful cases that make a real difference for injured clients Strong compensation with performance bonus potential and clear... ...for clients in personal injury and related matters. Our attorneys are trusted advisors who combine sharp advocacy with real empathy. Job Description...Full timeWork at officeLocal area$120k - $175k
...firm with a strong reputation and deep client trust. This Jobot Job is hosted by: Bri Dodson... ...a dynamic and motivated Litigation Associate to join our Tampa litigation team. The... ...across Florida and the Southeast. Our attorneys focus exclusively on defense litigation...Work at officeLocal area- ...practice areas to its clients locally,... ...Shutts & Bowen’s attorneys work in an environment... ...office is seeking an associate with 2 to 4 years... ...experience to join its Private Client Services... ...in the areas of estate planning, estate and... ..., estate and trust administration and...Private clientPrivate practiceWork at office
$90k - $230k
...Join Our Team as Litigation Attorney – Family Law Are you ready to thrive in a fast-paced,... ...impact but 10x’s the value you bring to clients’ lives every day? We’re a team of A-players... ...hours. Ensure that each client has funds in trust before performing extensive work, and if...Work at officeImmediate startRemote workRelocation packageMonday to FridayFlexible hoursShift work- ...A well known reputable CPA firm are continuously growing and are looking to hire a Senior Tax Manager HNW/Private client and Private Equity industry specific. The position will be a hybrid-3 days in office in WPB, Florida. Reviewing large, complicated partnership tax...Private clientWork at office
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