Company name
BCG Attorney Search
Experience
1-13 yrs required
Location
Bonita Springs, FL, United States
Industry
Legal
Posted on
Jun 06, 2025
Valid Through
Jul 06, 2025
Profile
Job Overview:
A well-established law firm is seeking a Trusts & Estates Associate to join its Private Clients Group in Bonita Springs, Florida. This partnership-track position is ideal for an attorney with 2 to 7 years of experience in estate planning and trust administration, particularly working with high-net-worth individuals and families. The role offers the opportunity to gain hands-on experience with sophisticated matters while collaborating with a long-tenured and collegial team. The firm is committed to succession planning and is looking for an attorney interested in long-term professional growth.
Location:
Bonita Springs, Florida
Duties:
Participate in client meetings and consultations
Draft a variety of estate planning documents, including:
Wills
Revocable and irrevocable trusts
Powers of attorney
Collaborate with paralegals, fiduciary accountants, and attorneys on probate and trust administration
Prepare and/or review:
Gift tax returns
Estate tax returns
Fiduciary income tax returns
Conduct legal and tax research
Assist clients and attorneys with charitable planning strategies
Requirements:
2 to 7 years of relevant experience in estate planning and trust/estate administration
Experience advising high-net-worth individuals and families
Ability to manage complex client matters with attention to detail
Willingness to pursue long-term professional development within the firm
Education:
Juris Doctor (JD) from an accredited law school
LL.M. in Taxation or Estate Planning preferred
Certifications:
Admission to the Florida Bar (or willingness to become admitted)
Skills:
Strong legal research and writing skills
Excellent oral communication and interpersonal abilities
Proficiency in tax and estate planning concepts
Ability to work both independently and collaboratively
Detail-oriented and organized with strong analytical skills
Benefits:
Partnership-track opportunity
Work on complex and sophisticated estate planning matters
Long-term career development with a supportive and experienced team
Competitive compensation (specific details not provided)
Company info
BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306