Private Client Services Attorney

Job Details

Top FL Firm | Great Benefits For Individual/Family | Clear Path For Growth

Salary: $180,000 - $225,000 per year

Our firm employs hundreds of attorneys who focus on more than a dozen distinct practice areas, including litigation, construction, financial services, corporate, mergers and acquisitions, securities, hospitality, insurance, real estate, taxation and trusts and estates. We are committed to offering sophisticated legal services efficiently and responsively, working with businesses and individual clients, national and international firms and companies. Our attorneys work in an environment where people are recognized for their value as individuals, giving them autonomy and freedom to best serve clients.

• Meaningful Work
• Best in Class Firm
• Competitive Compensation Package
• Comprehensive Benefits Package
• Accelerated Career Growth
• Fun Company Activities
• Many More

Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities, and charitable organizations to protect, preserve, and transition wealth. Attorneys advise on:

• Estate planning
• Tax planning
• Wealth transfer strategies
• Estate and trust administration
• International estate planning
• Estate and trust litigation
• Succession planning for family and closely held businesses

The team includes attorneys with advanced degrees, Florida Bar Board Certification, and backgrounds as CPAs, authors, and lecturers in estate planning topics.

• Develop and implement sophisticated estate planning strategies, including wills, revocable and irrevocable trusts, gifting strategies, and wealth transfer techniques.
• Advise clients on estate, gift, and generation skipping transfer tax matters and prepare related tax filings.
• Represent fiduciaries—including personal representatives and trustees—in the administration of estates and trusts throughout Florida.
• Counsel closely held and family businesses on succession planning, restructuring, and governance matters.
• Provide guidance on international estate planning considerations for clients with multinational ties.
• Work collaboratively with partners and other attorneys across Florida offices while maintaining professional autonomy in client service.

• 5–7 years of relevant experience in estate planning, estate and gift taxation, estate and trust administration and related services for individuals, charitable organizations, foundations, and corporate fiduciaries (e.g., banks, trust companies).
• LL.M. in Taxation or Estate Planning required.

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