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BCG Attorney Search

Senior Private Client Services Associate Attorney

BCG Attorney Search, Sarasota, Florida, United States, 34243


Senior Private Client Services Associate Attorney

Company nameBCG Attorney SearchExperience4-17 yrs requiredLocationSarasota, FL, United StatesPosted onJul 14, 2024ProfileJob Overview: A law firm in Sarasota, FL, is seeking a Senior Private Client Services Associate Attorney with 5-15 years of relevant experience in estate planning, taxation, administration, and related services. The candidate will collaborate closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. International estate planning experience is a valuable asset for this role.Duties:Provide comprehensive legal counsel in estate planning, estate and gift taxation, and estate and trust administration.Offer guidance and services to individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies.Collaborate with the Partner to ensure seamless client service and compliance with legal standards.Stay abreast of changes in laws and regulations affecting estate planning and taxation.Requirements:5-15 years of relevant experience in estate planning, estate and gift taxation, and estate and trust administration.Previous experience working with individuals, charitable organizations, foundations, and corporate fiduciaries.Familiarity with international estate planning is a plus.Membership in or willingness to become a member of the Florida Bar.Education:Juris Doctor (JD) degree.LLM in Tax or Estate Planning is preferred.Certifications:Skills:Strong legal research and analytical skills.Excellent communication and interpersonal abilities.Detail-oriented with a focus on accuracy.Ability to work collaboratively in a team environment.Knowledge of current laws and regulations related to estate planning and taxation.Company infoBCG Attorney Search801 Brickell Avenue, Suite 900MiamiFloridaUnited States 33131Phone :

(305) 570-3575Fax :

(213) 895-7306

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