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Senior Associate - Private Client Services

ECG Resources
Miami, FL Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 4/18/2025

Job Description

Job Description

Job Title : Senior Associate – Private Client Services

Location : Miami or Fort Lauderdale, FL

Work Environment : In-office with occasional work-from-home flexibility

Position Overview :

Join a top law firm in Florida as a Senior Associate. Benefit from a structured mentoring program, collaborative atmosphere, and the opportunity to work closely with partners on complex estate planning matters, including international estate planning.

Core Responsibilities :

  • Draft wills, trusts, and estate planning documents.
  • Review and oversee third-party preparation of estate planning documents.
  • Draft simple 709 and 706 tax returns.
  • Advise clients on estate planning strategies and objectives.
  • Communicate complex legal concepts to clients clearly.

Key Candidate Criteria :

  • 5-10 years of experience as a Senior Associate, with a focus on estate planning.
  • Experience with ultra-high-net-worth (UHNW) clients is a plus.
  • Strong academic credentials.
  • Spanish / Portuguese bilingual skills are strongly preferred.
  • Open to relocation and obtaining necessary state licenses.
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