Estate Planning Associate International Wealth & Asset Planning

Job Overview

A law firm seeks an experienced Estate Planning Associate with a strong background in international and domestic estate planning for its Miami office. This role involves drafting comprehensive legal documents, establishing international entities for planning purposes, and conducting due diligence, including anti-money laundering (AML) and know-your-customer (KYC) compliance. The ideal candidate will have a proven track record in estate planning and international tax matters, with an advanced degree in taxation.

Duties

• Develop and implement both domestic and international estate planning strategies.
• Prepare and draft complex legal documents, including wills, trusts, and ancillary agreements.
• Facilitate the creation and structuring of international business entities for asset planning purposes.
• Conduct AML/KYC and due diligence reviews to ensure compliance with regulatory requirements.
• Collaborate with clients to tailor solutions to their unique wealth management needs.
• Stay informed on international tax laws and provide related guidance.

Requirements

• A minimum of 5–7 years of experience in estate planning and wealth management law.
• Expertise in drafting a variety of estate planning documents.
• Familiarity with international business structuring and related regulatory compliance.
• Experience working with AML/KYC and due diligence requirements.
• Strong analytical and organizational skills.
• Exceptional verbal and written communication abilities.

Education

• Juris Doctor (JD) degree from an accredited law school.
• Master of Laws (LLM) in Taxation (required).

Certifications

• Active membership with the Florida State Bar (required).

Skills

• Deep knowledge of domestic and international estate planning practices.
• Strong command of international tax laws and regulations.
• Proficiency in legal research and drafting complex documents.
• High attention to detail and ability to handle confidential information.
• Strong interpersonal skills to build and maintain client relationships.

Benefits

• Comprehensive health insurance with subsidized premiums.
• Firm-funded Health Savings Account (HSA) contributions.
• Fully covered dental and vision insurance for employees, with low-cost options for dependents.
• Flexible Spending Accounts (FSAs) and Dependent Care Accounts.
• Firm-paid life and long-term disability insurance.
• Employee Assistance Program (EAP) for additional support.
• Retirement plans with both traditional and Roth 401(k) options, with discretionary firm contributions after one year of service.

Ranked as one of the top law firms, this full-service law firm has offices across the country. Committed to providing the top quality of service, the attorneys build solid relationships to create a personalized solution to clients' needs. Serving clients like Fortune 500 companies, public corporations, start-ups, all sizes of business, and individuals around the world, the firm has numerous recognitions and awards for significant accomplishments. The firm and its attorneys are committed to philanthropic work in communities and charities. The firm believes in diversity and has built a team that allows them to be more creative and adaptable to clients' needs. The firm has a family-focused and supportive working environment with a positive work/life balance. The firm promotes diversity through partnerships with legal organizations, businesses, and other communities.