Our client is seeking a mid-level Private Wealth Services Associate to support their high-profile clients in estate planning, business succession, tax matters, and business transactions. As a member of their South Florida team, you will work with high-net-worth individuals, family-owned businesses, charitable organisations, and fiduciaries to help them navigate complex wealth management challenges.
Responsibilities:
- Advise individuals and businesses on effective succession strategies and tax planning.
- Develop comprehensive corporate, LLC, partnership, and estate planning strategies tailored to closely held and family-owned businesses.
- Prepare sophisticated legal documents to address estate, gift, and generation-skipping transfer tax planning needs.
- Represent clients in probate and fiduciary litigation, tax controversies, and matters of fiduciary misconduct using various negotiation and dispute resolution methods.
- Address evolving tax laws, market conditions, and family business situations to safeguard clients’ financial interests.
Qualifications:
- LL.M. in Taxation.
- Member of the Florida Bar.
- Exceptional academic background.
- Strong legal document drafting skills.
- Highly responsive, detail-oriented, and able to navigate complex financial and legal matters effectively.
Benefits:
- A competitive compensation package.
- Work in a supportive environment with clear opportunities for advancement in your legal career.
- Collaborate with high-net-worth individuals, family businesses, and notable organisations.
- Be part of a renowned group that excels in estate planning, tax planning, probate litigation, and asset protection strategies.
- Join a team recognised for its innovative solutions to wealth management challenges.
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (louis@interlinkrecruitment.com) or you can hit apply now.
