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.
The practice advises high-net-worth individuals, families, business owners and closely held businesses on sophisticated estate planning, wealth preservation and tax matters. This is an excellent opportunity for a recent graduate or junior attorney looking to build a long-term private client practice with substantial training and professional development.
Key Responsibilities:
- Prepare sophisticated estate planning documents, including wills and trusts
- Work with both domestic and international private clients
- Conduct legal research on tax, probate, trust administration and private wealth matters
- Draft legal memoranda on complex private client issues
- Assist with the administration of estates and trusts
- Handle probate filings and asset transfers
- Participate in client meetings and wealth preservation planning
- Assist with gift, estate and generation-skipping transfer tax returns
- Work closely 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
- Estate planning, tax or related experience is preferred, but not required
- LL.M. in Taxation or Estate Planning is advantageous
- 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
- Florida Bar admission or willingness to become licensed promptly
- Comfortable working onsite in Fort Lauderdale
Compensation:
Competitive market compensation based on experience and qualifications.
Benefits:
Competitive compensation and comprehensive benefits, alongside dedicated associate 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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