Private Wealth Services Associate Attorney (mid-level) Job at Jobot, Tampa, FL

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  • Jobot
  • Tampa, FL

Job Description

Job Description

Job Description

Top Tier firm | Excellent Bonuses | High net-worth client base | Hybrid Structure

This Jobot Job is hosted by: Natasha van der Griendt
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $165,000 - $190,000 per year

A bit about us:

Top-tier regional law firm (100+ attorneys) seeks an experienced Trust & Estate Associate to join their sophisticated private client services practice. This role offers the opportunity to work with high-net-worth individuals and families in a collaborative, multi-disciplinary environment.

Why join us?

  • Competitive base salary plus strong bonus potential
  • Comprehensive benefits package
  • Hybrid work arrangement
  • Sophisticated practice in a collaborative environment
  • Exposure to complex family wealth preservation strategies
  • Professional development opportunities within a multi-disciplinary team

Job Details

Requirements:
  • 3-6 years of experience in trust and estate planning
  • LLM in Tax required
  • Florida Bar admission required
  • Experience from established mid-size or large law firm
  • Strong academic credentials
  • Experience with estate planning, trust administration, and tax matters
  • Excellent client communication skills
Primary Responsibilities:
  • Draft and implement comprehensive estate plans focusing on wealth preservation and transfer
  • Structure ownership arrangements for family businesses and closely-held entities
  • Handle estate and trust administration matters
  • Assist with tax planning strategies for individuals and family offices
  • Work with high-net-worth clients on multi-generational planning
  • Collaborate with firm's tax, corporate, and litigation teams
  • Support family office services initiatives
  • Participate in business succession planning
Join an established practice group working with high-net-worth families and their businesses across multiple disciplines.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Tags

Private practice, Work at office, Local area,

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