Private Client International Estate Planning Associate / Senior Associate Job in Boca Raton, FL Near Me - 359583 | BCGSearch.com

Private Client International Estate Planning Associate / Senior Associate

Type Full-Time

Location Florida - Boca Raton

Job ID O3EZ359583

Experience Level Midlevel Associate

Job Experience Min. 4 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2025-01-14 03:42:29

Job Overview
A highly regarded law firm is seeking an experienced International Estate Planning Associate or Senior Associate to join its Private Client practice. The successful candidate will possess a minimum of 4 years of experience in international estate planning, advising high-net-worth individuals and companies. The position can be located in multiple office locations, offering a hybrid in-office and remote work schedule. This role provides an excellent opportunity for career development in a collaborative and client-focused environment.

Location

  • Boca Raton, FL

Duties

  • Advise high-net-worth individuals and companies on complex international estate planning matters.
  • Provide cross-border tax planning for U.S. and non-U.S. taxpayers, including multi-jurisdictional legal and tax considerations.
  • Counsel on foreign trusts, pre-immigration and expatriation planning, and tax compliance for overseas accounts and foreign assets.
  • Assist with planning for the purchase of U.S. property by non-U.S. persons and related tax and reporting obligations.
  • Draft estate planning documents, including trusts, wills, and tax filings.
  • Collaborate with multidisciplinary legal teams to address sophisticated client needs.
  • Develop and maintain client relationships, offering tailored legal strategies.

Requirements

  • Minimum of 4 years of experience in international estate planning and cross-border tax matters.
  • Demonstrated expertise in estate planning strategies for high-net-worth individuals.
  • Excellent communication skills, both written and verbal, with a strong focus on client service.
  • Ability to work independently and collaboratively with the team to solve complex legal issues.
  • Member in good standing of the bar in the jurisdiction where the position is located (required).

Education

  • Juris Doctor (JD) from an accredited law school.

Certifications

  • Active membership in the bar of the jurisdiction where the position is located (required).

Skills

  • Strong knowledge of international estate planning, tax law, and related legal matters.
  • Ability to manage complex client needs and provide innovative legal solutions.
  • Excellent analytical, problem-solving, and research skills.
  • Ability to draft clear and precise estate planning documents.
  • Exceptional written and verbal communication and advocacy skills.

Benefits

  • Competitive salary based on experience, skills, and qualifications.
  • Comprehensive benefits package, including health, dental, and retirement plans.
  • Hybrid work schedule providing flexibility to support work-life balance.
  • Professional development opportunities with mentoring and training.
  • Clear pathway to advancement, including potential for partnership.
  • Collaborative and inclusive work environment that values diversity and teamwork.

This law firm was founded a few years ago and offers individual intention and innovative solutions. Their areas of practice include energy and utilities, financial services, real estate, environmental, insurance, intellectual property, healthcare, and manufacturing. Their offices are located across New Jersey, Connecticut, Massachusetts, New York, Florida, and Washington DC.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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