Associate Attorney, Estate Planning, Tax, and Probate

About the role

Join a sophisticated estate planning, tax, and private client practice built on established relationships, high-level legal work, and a strong foundation of client trust.

Responsibilities

• Serve as a trusted advisor to clients in estate planning, probate, trust administration, and related planning matters
• Draft, revise, and finalize wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives, and related estate planning documents
• Aid with wealth transfer, asset protection, charitable planning, business succession, and tax-sensitive planning strategies
• Support probate and trust administration matters, including fiduciary guidance, beneficiary communication, filings, deadlines, and administration strategy
• Translate complex legal and tax concepts into clear, practical guidance for clients
• Collaborate with attorneys and support staff to deliver accurate, responsive, and high-quality client service
• Represent clients in probate court and related proceedings when necessary
• Contribute to firm growth through strong client service, professional relationships, and business development efforts

Requirements

• Juris Doctor from an accredited law school required
• Active member of The Florida Bar in good standing required
• 3+ years of estate planning, probate, trust administration, tax planning, or related private client experience required
• LL.M. in Taxation or Estate Planning strongly preferred
• Experience serving high-net-worth individuals, business owners, executives, entrepreneurs, or closely held business clients preferred
• Strong understanding of estate planning, probate, trust administration, asset protection, and tax-sensitive planning
• Experience with federal estate and gift tax returns preferred
• Familiarity with business entity formation, charitable giving, and succession planning preferred
• Exceptional written and verbal communication skills
• Strong drafting, analytical, organizational, and follow-through skills
• Professional maturity, sound judgment, discretion, and a client-first mindset
• Portable book of business welcomed, but not required

Benefits

• Base salary of $120,000 to $150,000, commensurate with experience
• Productivity-based bonus that can be a significant and meaningful portion of total compensation
• No origination requirement; origination and business development are recognized in compensation
• 401(k)
• Health/Dental/Vision for employee
• Life insurance
• Paid time off
• Paid holidays
• CLE and professional development support
• Reimbursement for bar dues and/or section memberships

How to apply

Please submit your resume for confidential consideration. A cover letter is not required with your initial application. If selected for an interview, the firm will request a brief cover letter so you can share more about your interest in the position and how your experience aligns with the role.