Private Wealth Services Associate Attorney

Private Wealth Services Associate Attorney

Job Overview

A prestigious law firm in Fort Lauderdale, FL, is seeking a detail-oriented and motivated Associate Attorney to join its Private Wealth Services practice group. This role involves working with high-net-worth individuals, families, business owners, and closely-held businesses, focusing on complex estate planning, wealth preservation, and tax matters. The position offers professional development opportunities within a collaborative environment.

Duties

• Draft estate planning documents, including wills and trusts for domestic and international clients.

• Conduct legal research and prepare memoranda on tax, probate, trust administration, and private wealth matters.

• Assist in estate and trust administration, including probate filings and asset transfers.

• Participate in client meetings and contribute to the development of wealth preservation strategies.

• Prepare gift, estate, and generation-skipping transfer tax returns.

• Stay informed on changes in tax laws, estate planning strategies, and industry developments.

• Collaborate with the Private Wealth Services team to provide high-quality legal services.

Requirements

• 0-2 years of experience in estate planning, tax, or a related field.

• Florida Bar admission or willingness to obtain it promptly.

• Strong legal research and writing skills.

• Exceptional attention to detail and analytical abilities.

• Strong organizational and time management skills.

• Ability to work collaboratively and build relationships with colleagues and clients.

Education

• Juris Doctor (JD) or JD/LL.M. from an ABA-accredited law school.

Certifications

• Florida Bar admission is required (or must be obtained promptly).

Preferred Qualifications

• LL.M. in Taxation or Estate Planning is a plus but not required.

• Demonstrated interest in private wealth services, estate planning, or tax law through coursework, internships, or prior experience.

Skills

• Strong written and verbal communication skills.

• Ability to manage multiple tasks efficiently.

• Critical thinking and problem-solving skills.

• High level of professionalism and discretion in handling confidential matters.

Job Location

• Fort Lauderdale, FL (Onsite)

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.