Associate Attorney with 3+ years of experience

Lakeland office of a BCG Attorney Search Top Ranked Law Firm seeks an associate attorney with 3+ years of experience in estate planning, business law, and/or probate. The candidate can expect to begin meeting with clients shortly after hire and be entrusted with high-level planning assignments. Organize and proactively manage case files with particular attention to deadlines. Identify and assess issues, evaluate risk, conduct factual and legal research, and provide legally sound recommendations to clients and staff. Analyze and interpret laws, rulings, and regulations. Effectively communicate complex materials in an easily understood manner. Draft and review legal pleadings, documents, and letters. Work with support staff, ensuring completeness, accuracy, and consistency with the jurisdiction's requirements. File documents with the corresponding Clerk of Court and maintain current knowledge of their respective filing requirements. Correspond with clients, counsel, court, and related parties. Review IOTA account bank statements. Ensure all clients' billing and reimbursable expenses are recorded within 24 hours of the billable activity. Track billing progress in relation to client engagement and determine appropriate deposit requests. Adhere to internal protocols for safe handling of documents, client file management, database maintenance, and communication procedures. Participate in networking and marketing initiatives to create and maintain client relationships. Assist with administrative/non-billable needs, including staff training and business development. Florida Bar admission is required. Bilingual Spanish skills are preferred.

The candidate must have a Master's degree or CPA. Must be comfortable with MS Office (Outlook, Word, Excel, SharePoint) and have a general aptitude for learning new software. Additional experience in Clio, Westlaw, Wealth Counsel/Elder Counsel, and/or Asana would be preferred. Proficient interpersonal and communication skills, with a focus on team success, are required. An annual rate of 1,750 billable hours is expected. The firm offers 80 hours paid time off plus 13 paid holidays (including employee's birthday), monthly bonus structure, 401(k) matching up to 4%, group health insurance with 76% employer-supplemented premium, short-term and long-term disability insurance with employer-paid premium, professional liability insurance with employer-paid premium, employer-paid dues for Florida Bar and City of Lakeland Professional Business Tax Receipt, annual stipend toward CLE course participation, discount on the firm's legal services, on-site parking, private office, employer-provided laptop, and opportunity for hybrid schedule.

This firm is located in Lakeland, Florida. This firm's practice areas include wills and trusts, asset protection, Medicaid planning, probate, tax law, gun trusts, advanced directive, elder law, trust administration, corporate law, and business succession. This firm has been practicing for over 20 years. Attorneys of this firm are board certified in wills, trusts, and estates and are thus considered specialists or experts in this area. Clients will always be treated with respect, responsiveness, and integrity at this firm.