Senior Associate - Private Client Services

Profile

Job Overview

A law firm seeks a Senior Associate for its Private Client Services practice in Sarasota, FL. The ideal candidate will bring 5-7 years of experience in estate planning, taxation, and trust administration to serve individuals, charitable organizations, and corporate fiduciaries.

Duties

• Provide comprehensive legal counsel on estate planning, estate and gift taxation, and trust administration matters.



• Advise individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies.



• Manage complex legal matters with autonomy, ensuring high-quality service and strategic problem-solving.

Requirements

• Must be a member of the Florida Bar in good standing.



• Demonstrate 5-7 years of relevant experience in private client services.



• Exhibit strong professional judgment and the ability to work independently.

Education

• LLM in Tax or Estate Planning is required.

Certifications

• Board Certification in Wills, Trusts and Estates is preferred.

Skills

• Expertise in estate planning, estate and gift taxation, and estate and trust administration.



• Ability to serve diverse clients including individuals, charities, and corporate fiduciaries.

Benefits

• Competitive compensation and benefits package.



• Professional development opportunities within a full-service, AmLaw 200 firm.



• Collaborative environment that values individual contribution and autonomy.

Company info

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