Mid-level Associate Private Wealth Services Job in Orlando, FL Near Me - 356103 | BCGSearch.com

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Mid-level Associate Private Wealth Services

Top Ranked by BCG

Type Full-Time

Location Florida - Orlando

Job ID UM0U356103

Experience Level Midlevel Associate

Job Experience Min. 3 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Corporate - M&ACorporate - Contract LawTax - Private Client ServicesEstate & Tax PlanningTrusts and Estates - General

2026-02-02 23:09:37

A law firm seeks a talented mid-level associate to join its Private Wealth Services Practice in Orlando, Florida. This role focuses on providing sophisticated legal solutions in estate planning, business succession, tax strategies, and business transactions. The ideal candidate will work closely with clients to address the complex needs of closely held and family-owned businesses, offering opportunities for professional growth in a collaborative and supportive environment.

Duties

  • Advise clients on estate planning and business succession strategies tailored to individual and business needs.
  • Collaborate on tax planning for individuals, partnerships, corporations, LLCs, and family-owned businesses.
  • Draft, review, and negotiate legal documents related to business transactions, estate planning, and tax strategies.
  • Work closely with clients to navigate complex legal and financial challenges, ensuring compliance with applicable laws.
  • Contribute to the development of creative solutions for wealth preservation and business continuity.

Requirements

  • A minimum of four years of experience in estate planning, tax law, or business transactions.
  • Strong background in handling legal matters for closely held or family-owned businesses.
  • Demonstrated ability to draft comprehensive and precise legal documents.
  • Active membership in good standing with the Florida Bar.

Education

  • Juris Doctor (JD) degree from an accredited law school.
  • LL.M. in Taxation is required.

Certifications

  • Additional certifications in estate planning, tax law, or related areas are a plus but not mandatory.

Skills

  • Excellent drafting and negotiation skills with attention to detail.
  • Strong analytical abilities for resolving complex legal and financial issues.
  • Outstanding interpersonal and communication skills for client interaction.
  • Proven ability to work collaboratively within a team-oriented practice.

Benefits

  • Supportive and collegial team atmosphere.
  • Opportunities for career development and advancement.
  • Exposure to high-level private wealth and business matters in a growing practice area.

Prestige, opportunity, diversity, and tremendous culture draw associates to this global conglomerate firm. With 200 practice areas, this firm is highly regarded and goes above and beyond with its efforts both within the firm and outside the firm. Current associates boast a wonderful work/life balance, as well as the ability to work with dedicated and leaders and just overall ?great people.? Associates welcome being part of a firm known to be a leader in inclusion. Compensation at this firm is competitive with peer firms in the region.

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.

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