Private Wealth Services Associate

About the role

A leading global law firm is seeking a junior Associate with 0-4 years of experience to join its Private Wealth Services practice in Fort Lauderdale. The practice advises high-net-worth individuals, families, business owners and closely held businesses on sophisticated estate planning, wealth preservation and tax matters. This is an excellent opportunity for a recent graduate or junior attorney looking to build a long-term private client practice with substantial training and professional development.

Responsibilities

• Prepare sophisticated estate planning documents, including wills and trusts
• Work with both domestic and international private clients
• Conduct legal research on tax, probate, trust administration and private wealth matters
• Draft legal memoranda on complex private client issues
• Assist with the administration of estates and trusts
• Handle probate filings and asset transfers
• Participate in client meetings and wealth preservation planning
• Assist with gift, estate and generation-skipping transfer tax returns
• Work closely with attorneys across the broader Private Wealth Services practice

Qualifications

• 0-4 years of relevant experience
• J.D. or J.D./LL.M. from an ABA-accredited law school
• Estate planning, tax or related experience is preferred, but not required
• LL.M. in Taxation or Estate Planning is advantageous
• Demonstrated interest in private wealth, estate planning or tax law
• Strong academic credentials
• Excellent legal research and writing skills
• Strong analytical skills and attention to detail
• Florida Bar admission or willingness to become licensed promptly
• Comfortable working onsite in Fort Lauderdale

Pay

Competitive market compensation based on experience and qualifications.

Benefits

Competitive compensation and comprehensive benefits, alongside dedicated associate training, professional development and the opportunity to build a sophisticated private wealth practice within a collaborative team.