Senior Associate - Private Client Services

Job Overview

A law firm seeks a Senior Associate for its Private Client Services Practice in Sarasota, FL. The ideal candidate will bring expertise in estate planning, estate and gift taxation, and estate and trust administration, serving individuals, charitable organizations, foundations, and corporate fiduciaries.

Duties

• Provide comprehensive estate planning services.
• Advise on estate and gift taxation matters.
• Manage estate and trust administration processes.
• Collaborate with charitable organizations and foundations.
• Work with corporate fiduciaries, including banks and trust companies.

Requirements

• 5-7 years of relevant experience in private client services.
• Membership in the Florida Bar.

Education

• LLM in Tax or Estate Planning.

Certifications

• Board Certification in Wills, Trusts, and Estates preferred.

Skills

• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

This firm has been in practice for over a century. It has offices in Fort Lauderdale, Jacksonville, Miami, Orlando, Saratoga, Tallahassee, Tampa and West Palm Beach. They offer a full range of services to their clients locally, nationally and internationally.