Private Client Services Attorney
Jobot
Sarasota, FL
JOB DETAILS
SALARY
$180,000–$225,000 Per Year
SKILLS
Attorney, Certified Public Accountant (CPA), Construction, Customer Support/Service, Estate Planning, Family Planning, Financial Services, High Net Worth, Insurance, International Law, Legal, Litigation, Mergers and Acquisitions, Non-Profit Funding, People Management, Plan Meetings, Private Client Services, Property Insurance, Property Tax, Securities, Strategic Planning, Succession Planning, Tax Planning, Tax Returns
LOCATION
Sarasota, FL
POSTED
3 days ago
This Jobot Job is hosted by: Jake Vogel
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $180,000 - $225,000 per year
A bit about us:
Our firm employs hundreds of attorneys who focus on more than a few dozen distinct practice areas, including litigation, construction, financial services, corporate, mergers and acquisitions, securities, hospitality, insurance, real estate, taxation and trusts and estates.
At our firm, we are committed to offering sophisticated legal services efficiently and responsively.
We work tirelessly with businesses and individual clients, as well as with referring national and international law firms and companies.
We always strive to provide the highest degree of professionalism and passion for our work.
Our attorneys work in an environment where people are recognized for their value as individuals, giving them the autonomy and freedom to best serve their clients.
Why join us?
- Meaningful Work!
- Best in Class Firm!
- Competitive Compensation Package!
- Comprehensive Benefits Package!
- Accelerated Career Growth!
- Fun Company Activities!
- Many More!
Job Details
Practice Group Overview: Private Client Services
The Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities, and charitable organizations to protect, preserve, and transition wealth.
Attorneys in this group advise on:
- Estate planning
- Tax planning
- Wealth transfer strategies
- Estate and trust administration
- International estate planning
- Estate and trust litigation
- Succession planning for family and closely held businesses
The team includes attorneys with advanced degrees, Florida Bar Board Certification, and backgrounds as CPAs, authors, and lecturers in estate planning topics.
The ideal candidate will support a broad range of estate planning, taxation, and estate/trust administration matters for individual clients, fiduciaries, and charitable/nonprofit organizations.
- Develop and implement sophisticated estate planning strategies, including wills, revocable and irrevocable trusts, gifting strategies, and wealth transfer techniques.
- Advise clients on estate, gift, and generation skipping transfer tax matters and prepare related tax filings.
- Represent fiduciaries—including personal representatives and trustees—in the administration of estates and trusts throughout Florida.
- Counsel closely held and family businesses on succession planning, restructuring, and governance matters.
- Provide guidance on international estate planning considerations for clients with multinational ties.
- Work collaboratively with partners and other attorneys across Florida offices while maintaining professional autonomy in client service.
Qualifications
- 5–7 years of relevant experience in Estate planning, Estate and gift taxation, Estate and trust administration and, related services for individuals, charitable organizations, foundations, and corporate fiduciaries (e.g., banks, trust companies).
- LL.M. in Taxation or Estate Planning required.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
About the Company
J
Jobot
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 SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com