Private Client Trusts & Estates Associate/Senior Associate Job in Boca Raton, FL Near Me - 392806 | BCGSearch.com

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Private Client Trusts & Estates Associate/Senior Associate

Type Full-Time

Location Florida - Boca Raton

Job ID KAUN392806

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

2025-10-30 01:28:11
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Job Overview

A law firm seeks an experienced Private Client Trusts & Estates Associate/Senior Associate to join their Boca Raton, 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 team members on succession planning and charitable giving.
  • Provide guidance on estate planning for retirement assets.

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 develop creative solutions.
  • Current member of the Florida state bar in good standing.

Education

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

Certifications

  • Florida Bar membership.

Skills

  • Excellent technical and client service skills.
  • Team-oriented with a focus on collaboration.
  • Effective problem-solving capabilities.

Benefits

  • Hybrid work environment with remote work options.

This law firm was founded a few years ago and offers individual intention and innovative solutions. Their areas of practice include energy and utilities, financial services, real estate, environmental, insurance, intellectual property, healthcare, and manufacturing. Their offices are located across New Jersey, Connecticut, Massachusetts, New York, Florida, and Washington DC.

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

10-30-2025

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