Private Client Services Associate Attorney

Job Description

Job Description

Private Client & Wealth Management | Trusts & Estates Associate Attorney

§ Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration

§ Location: Palm Beach Gardens, FL

§ Salary: $195,000 to $275,000 Base Salary (Commensurate with experience and seniority; includes comprehensive medical, dental, vision, 401(k), paid time off, and discretionary annual performance bonuses)

§ Schedule: Full-time, Direct-Hire, Minimum 1,850 annual billable hours requirement

§ The Firm:

Our client is a top regional law firm celebrated for being one of the most prolific Estate Planning firms in the state with a Private Clients Group that is Chambers-ranked as Tier 1 in the Private Wealth Law practice group nationally. Recognized across national legal directories for providing bespoke wealth structuring to ultra-high-net-worth individuals, multigenerational family offices, closely held enterprise owners, and philanthropic institutions, the firm combines sophisticated mega-firm capabilities with a boutique, client-centric culture.

Distinguished by an atmosphere that prioritizes professional collegiality, direct client engagement, and tailored mentorship, the firm offers associates an fallout-free platform to manage high-stakes estate planning and estate administration matters. Attorneys within this practice group regularly collaborate with financial advisors, family offices, and charitable entities to architect enduring wealth preservation strategies. This platform provides an exceptional environment for an ambitious trusts and estates attorney seeking long-term growth and immediate client-facing autonomy.

§ Duties:

The incoming Trusts & Estates Associate will play a pivotal role in advising private clients, family leadership, and institutional fiduciaries throughout the entire lifecycle of wealth planning and estate administration.

Core responsibilities include:

⨖ Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners.

⨖ Drafting sophisticated estate planning documentation, including revocable and irrevocable trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities.

⨖ Directing complex estate and trust administration processes, including probate proceedings, fiduciary accounting, asset valuations, and federal estate and gift tax returns.

⨖ Serving as a primary legal advisor to private clients, family office principals, closely held business leaders, and philanthropic foundation representatives.

⨖ Advising business owners on corporate succession planning, governance considerations, and tax-efficient ownership transfer strategies.

§ Qualifications:

Candidates must demonstrate exceptional academic credentials and substantive experience in wealth planning and estate administration within an established law firm environment.

⨖ Juris Doctor (J.D.) from an ABA-accredited law school with an outstanding academic record.

⨖ Active Bar Membership in good standing with the State Bar of Florida.

⨖ Three (3) to Five (5) years of substantive experience in estate planning, trust drafting, and estate administration.

⨖ Demonstrated technical mastery of estate and gift tax analysis, contractual drafting, and client communication.

⨖ Superior interpersonal capabilities with a collaborative, detail-oriented, and self-motivated work ethic.

§ Skills:

The following credentials and specialized experience will significantly enhance a candidate’s application:

⨖ Master of Laws (LL.M.) in Taxation or Estate Planning from an accredited law school.

⨖ Experience advising family offices, private foundations, and national public charities on tax-exempt governance and charitable gifting strategies.

⨖ Advanced technical knowledge of federal estate, gift, and generation-skipping transfer tax compliance.

⨖ Proven capability to cultivate enduring relationships with high-net-worth clients, fiduciaries, and external financial advisors.

!Notice¡

This is a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.