Private Wealth Services Associate Attorney (mid-level)
- $165,000 - $190,000
- Tampa, FL
Top Tier firm | Excellent Bonuses | High net-worth client base | Hybrid Structure
A bit about us:
Top-tier regional law firm (100+ attorneys) seeks an experienced Trust & Estate Associate to join their sophisticated private client services practice. This role offers the opportunity to work with high-net-worth individuals and families in a collaborative, multi-disciplinary environment.
Why join us?
- Competitive base salary plus strong bonus potential
- Comprehensive benefits package
- Hybrid work arrangement
- Sophisticated practice in a collaborative environment
- Exposure to complex family wealth preservation strategies
- Professional development opportunities within a multi-disciplinary team
Job Details
Requirements:
Primary Responsibilities:
Join an established practice group working with high-net-worth families and their businesses across multiple disciplines.
- 3-6 years of experience in trust and estate planning
- LLM in Tax required
- Florida Bar admission required
- Experience from established mid-size or large law firm
- Strong academic credentials
- Experience with estate planning, trust administration, and tax matters
- Excellent client communication skills
Primary Responsibilities:
- Draft and implement comprehensive estate plans focusing on wealth preservation and transfer
- Structure ownership arrangements for family businesses and closely-held entities
- Handle estate and trust administration matters
- Assist with tax planning strategies for individuals and family offices
- Work with high-net-worth clients on multi-generational planning
- Collaborate with firm's tax, corporate, and litigation teams
- Support family office services initiatives
- Participate in business succession planning
Join an established practice group working with high-net-worth families and their businesses across multiple disciplines.