Private Wealth Services Associate
Private Wealth Services Associate
Location: Fort Lauderdale, FL
A leading global law firm is seeking a junior Associate with 0-4 years of experience to join its Private Wealth Services practice in Fort Lauderdale.
This is an excellent opportunity for a recent graduate or junior attorney interested in developing a sophisticated private client practice advising high-net-worth individuals, families, business owners and closely held businesses on complex estate planning, wealth preservation and tax matters.
Key Responsibilities:
- Assist with sophisticated estate planning for domestic and international clients
- Draft wills, trusts and other estate planning documents
- Research complex tax, probate and trust administration issues
- Draft legal memoranda on private wealth matters
- Support the administration of estates and trusts
- Assist with probate filings and asset transfers
- Participate in client meetings and the development of tailored wealth preservation strategies
- Assist with gift, estate and generation-skipping transfer tax returns
- Monitor developments in tax law and estate planning
- Collaborate with attorneys across the broader Private Wealth Services practice
Who You Are:
- 0-4 years of relevant experience
- J.D. or J.D./LL.M. from an ABA-accredited law school
- Experience in estate planning, tax or a related practice is preferred
- LL.M. in Taxation or Estate Planning is advantageous, but not required
- Demonstrated interest in private wealth, estate planning or tax law
- Strong academic credentials
- Excellent legal research and writing skills
- Strong analytical skills and attention to detail
- Excellent organizational and time management abilities
- Florida Bar admission or willingness to become admitted promptly
- Comfortable working onsite in Fort Lauderdale
Compensation:
Competitive market compensation based on experience and qualifications.
Benefits:
Competitive compensation and comprehensive benefits, alongside dedicated training, professional development and the opportunity to build a sophisticated private wealth practice within a collaborative team.
Interested?
Contact Max at max@tposearch.com to learn more or express interest.
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