Associate Attorney - High Net Worth Planning

Profile

Job Overview

A law firm seeks an Associate Attorney with 1-4 years of experience and an LL.M. in Taxation to join its High Net Worth Planning group in Orlando, FL. This role offers meaningful engagement from day one, focusing on complex estate plans, tax strategy, and wealth transfer for multi-generational families within a supportive, growth-oriented environment.

Duties

• Design and implement customized estate, tax, and wealth-transfer plans for high net worth individuals and families.
• Draft and review sophisticated estate planning documents, including revocable and irrevocable trusts.
• Apply federal estate, gift, income, and generation-skipping transfer tax principles to real-world scenarios.
• Collaborate with senior attorneys on business succession, charitable strategies, and private trust company formation.
• Coordinate with clients' CPAs, financial advisors, and insurance professionals to ensure comprehensive planning.
• Utilize proprietary drafting software and legal technology tools to deliver efficient, high-quality work products.

Requirements

• 1-4 years of experience in advanced estate planning, trusts and estates, tax, or a related practice area.
• LL.M. in Taxation is required.
• Florida Bar membership is strongly preferred; candidates licensed in other jurisdictions will be considered if willing to sit for the Florida Bar Exam.
• Strong drafting skills and meticulous attention to detail.
• Excellent written and oral communication skills.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and comfort using traditional and AI-assisted legal tools.
• Self-motivated, intellectually curious, and eager to develop expertise in sophisticated planning.

Education

• LL.M. in Taxation required.

Certifications

• Florida Bar membership strongly preferred.

Skills

• Advanced estate and tax planning.
• Complex document drafting and review.
• Client relationship management and professional advisor coordination.
• Legal technology and AI-assisted tool proficiency.

Benefits

• Medical, dental, and vision insurance.
• Short-term and long-term disability insurance.
• Life insurance.
• AFLAC supplemental options.
• 401(k) retirement plan.
• Wellness plan.

Company info

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