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

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

Vacancy posted 17 days ago
Similar jobs that could be interesting for youBased on the Private Client Trusts & Estates Associate Attorney in West Palm Beach, FL vacancy
  • BCG Attorney Search is seeking an experienced Private Client International Trusts & Estates Planning Associate to join their office in West Palm Beach, FL. The ideal candidate will have at least 4 years of experience in international estate planning and be adept at addressing... 
    Private client
    Part time
    Work at office

    BCG Attorney Search

    West Palm Beach, FL
    4 days ago
  • $160k - $199k

    Jobot is looking for a seasoned tax professional for their Private Client Services group, focusing on Ultra High Net Worth (UHNW) clients. The role requires experience in trusts, estates, and gift tax. Candidates should have over 7 years working with high-net-worth individuals... 
    Private client

    Jobot

    West Palm Beach, FL
    1 day ago
  • 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 client
    Contract work

    Toplawjobs

    West Palm Beach, FL
    5 days ago
  •  ...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 & Associates
    Suggested

    Lewis & Associates

    West Palm Beach, FL
    5 days ago
  •  ...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... 
    Suggested
    Temporary work
    Work at office

    Fox-Rothschild-LL

    West Palm Beach, FL
    5 days ago
  • Fox Rothschild LLP is seeking an attorney to join the Taxation & Wealth Planning Department in West Palm Beach. The...  ...should have 4 to 10 years of experience in estate planning, tax planning, probate, and trust and estate administration. This position requires a... 
    Work at office

    Fox-Rothschild-LL

    West Palm Beach, FL
    5 days ago
  • BCG Attorney Search is seeking a Trust and Estates Attorney in West Palm Beach, FL. This attorney will manage complex estate planning and asset protection cases while administering trusts and estates with precision. The ideal candidate should have 2-10 years of relevant... 

    BCG Attorney Search

    West Palm Beach, FL
    5 days ago
  •  ...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... 
    Full time
    Temporary work
    For contractors
    Work at office

    Fox Rothschild LLP

    West Palm Beach, FL
    5 days ago
  • Job Overview A law firm seeks a Trust and Estates Attorney in West Palm Beach, FL. The ideal candidate will have 2-10 years of experience, with...  ...trusts and estates with precision and care. Collaborate with clients to develop tailored legal strategies. Requirements 2-10... 
    Full time
    Flexible hours

    BCG Attorney Search

    West Palm Beach, FL
    5 days ago
  • $140k - $180k

     ...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Manager,...  ...review of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and... 
    Private client
    Full time
    Local area

    Anchin

    Palm Beach Gardens, FL
    4 days ago
  • $115k - $142k

     ...Tax Supervisor, Private Client Group Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid) Anchin is a New York City based...  ...providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax... 
    Private client
    Private practice
    Work at office
    Local area

    Anchin

    Palm Beach Gardens, FL
    4 days ago
  •  ...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 client
    Work at office
    Local area

    EisnerAmper

    West Palm Beach, FL
    14 days ago
  • $160k - $220k

     ...Tax Senior Manager, Private Client Group New York, NY / Boca Raton,...  ...specialty in fiduciary taxation and estate planning to service high-net...  ...compliance for individuals, trusts, family investment...  ...planning documents prepared by attorneys to ensure consistency with family... 
    Private client
    Full time

    Anchin

    Palm Beach Gardens, FL
    4 days ago
  • $160k - $199k

    About the Role We are seeking a seasoned tax professional to join our Private Client Services group, focused on Ultra High Net Worth (UHNW) clients and specialized in trusts, estates, and gift tax. Qualifications 7+ years of experience working with high net worth individuals... 
    Private client
    Work at office
    Local area

    Jobot

    West Palm Beach, FL
    1 day ago
  •  ...a Tax Director to join the Private Client Services (PCS) practice, able...  ...specialization in individual, fiduciary, estate and gift taxation...  ...Group doesn't only provide trusted and innovative tax solutions...  ...We are also engaged by the attorneys, financial professionals, bankers... 
    Private client
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    West Palm Beach, FL
    1 day ago
  •  ...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 client
    Work at office
    3 days per week

    Glenmede Trust Company

    West Palm Beach, FL
    4 days ago
  • $150k - $190k

     ...dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and...  ...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.... 
    Private client
    Remote work

    Canadian Imperial Bank of Commerce

    West Palm Beach, FL
    4 days ago
  •  ...Fort Lauderdale, FL Summary The Private Client Relationship Manager will provide...  ...relationships with clients by earning trust, thoroughly understanding client needs,...  ...to helping our clients, communities and associates unlock their full potential with capital... 
    Private client
    Temporary work
    Work experience placement
    Local area

    First Horizon

    Palm Beach, FL
    1 day ago
  • $130k - $175k

     ...approach to solving our clients' problems and...  ...specialty areas, our Private Client Services (PCS)...  ...mentor, and motivate our Associates, Senior Associates and...  ...returns ~ CPA or Licensed Attorney ~ Prior proven experience...  ...success as a trusted tax and business advisor... 
    Private client
    Part time
    Private practice
    Work at office
    Flexible hours

    Alvarez & Marsal

    West Palm Beach, FL
    4 days ago
  • 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.... 

    Boyd Richards Parker Colonnelli, P.L.

    West Palm Beach, FL
    3 days ago
  •  ...We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering...  ...be Responsible For: Serve as a trusted advisor to high-net-worth individuals,...  ...industries. We are also engaged by the attorneys, financial professionals, bankers, and... 
    Private client
    Private practice
    Local area

    EisnerAmper

    West Palm Beach, FL
    6 days ago
  • $160k - $199k

     ...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 client
    Work at office
    Local area

    Jobot

    West Palm Beach, FL
    7 hours ago
  • 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... 

    Lewis & Associates

    West Palm Beach, FL
    3 days ago
  •  ...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 work
    Work at office
    Local area
    Monday to Friday
    Shift work
    Day shift

    Farah & Farah Personal Injury Lawyers

    West Palm Beach, FL
    3 days ago
  •  ...Draper is seeking an Associate with 2+ years of civil...  ...persuasive oral advocacy. Client-Centric Approach: Our...  ...fact, over 70% of our attorneys come from diverse...  ...12 offices, we are a trusted leader in trial, appellate...  ...commercial, and real estate litigation. No matter... 
    Work at office

    Kubicki Draper

    West Palm Beach, FL
    4 days ago
  • Job Overview A law firm seeks an Estate Planning Attorney for its North Palm Beach, FL office. The ideal...  ...and a strong desire to serve clients in need of estate planning. A Juris Doctor...  ...appropriate actions. Draft and file wills, trusts, and powers of attorney. Organize and... 
    Work at office

    BCG Attorney Search

    North Palm Beach, FL
    3 days ago
  • $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 client
    Base plus commission
    Immediate start

    World Insurance Associates LLC

    West Palm Beach, FL
    1 day ago
  • $200k - $300k

     ...Join one of the largest trusts and estates practices in the United States! This Jobot Job is hosted by: Colleen Gormley...  ...,000 - $300,000 per year A bit about us: Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional... 
    Permanent employment
    Work at office
    Local area
    Flexible hours

    Jobot

    Riviera Beach, FL
    3 days ago
  • $105.79k - $141.05k

     ...Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network...  ...resolving contract-related issues and disputes, partnering with senior attorneys and business leaders Conduct legal research and analysis on... 
    Full time
    Contract work
    Temporary work
    Remote work

    Lumen

    Lake Worth, FL
    3 days ago
  • 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... 

    Toplawjobs

    West Palm Beach, FL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Trusts & Estates Associate Attorney. Be the first to apply!