Private Client Trusts & Estates Associate/Senior Associate Job in West Palm Beach, FL Near Me - 397937 | BCGSearch.com

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Private Client Trusts & Estates Associate/Senior Associate

Type Full-Time

Location Florida - West Palm Beach

Job ID CJSN397937

Experience Level Midlevel Associate

Job Experience Min. 4 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2025-12-15 07:21:07
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Job Overview

A law firm seeks an experienced Private Client Trusts & Estates Associate/Senior Associate to join their West Palm Beach, FL office. The ideal candidate will have a minimum of 4 years of experience in high-net-worth trust and estate planning and administration, with a strong understanding of state and federal tax laws.

Duties

  • Advise clients on sophisticated trusts and estates matters.
  • Develop tax-efficient family wealth transfer strategies.
  • Collaborate with probate and tax litigation teams.
  • Engage in estate planning for retirement assets and charitable giving.

Requirements

  • Minimum of 4 years of experience in private client matters involving trusts and estates.
  • Strong written and verbal communication skills.
  • Ability to work independently and proactively.
  • Current member of the Florida state bar in good standing.

Education

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

Certifications

  • Florida Bar admission.

Skills

  • Excellent technical and client service skills.
  • Team-oriented with strong collaboration abilities.
  • Effective problem-solving capabilities.

Benefits

  • Hybrid work environment with remote work options.

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.

Date Last Confirmed

12-15-2025

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