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.