Trusts and Estates Associate

Profile

Job Overview

A law firm seeks a partnership-track Trusts and Estates Associate for its Naples, FL office. This role offers the chance to work with a team-oriented group, engaging in sophisticated estate planning and administration for high net worth clients, family offices, and national charities.

Duties

• Participate in client conferences and draft estate planning documents.
• Collaborate with paralegals, fiduciary accountants, and other attorneys in probate and trust administration.
• Prepare and review gift, estate, and fiduciary income tax returns.
• Conduct tax research and assist with charitable planning.

Requirements

• 4-7 years of experience in estate planning and administration.
• Florida Bar admission or willingness to become admitted in Florida.
• Strong academic credentials with tax skills.
• Excellent written and oral communication skills.
• Strong interpersonal skills and a collaborative approach to work.

Education

• LL.M. in Taxation or Estate Planning preferred.

Certifications

• Florida Bar admission.

Skills

• Detail-oriented and self-motivated.
• Strong interpersonal and communication skills.

Benefits

• Partnership-track opportunity.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306