Trust Advisor jobs in Tallahassee, FL

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Job details

Top FL Firm | Decades of Experience | Great Benefits For Individual/Family | Clear Path For Growth

This Jobot Job is hosted by Jake Vogel

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $175,000 - $200,000 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?


Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Comprehensive Benefits Package!
• Accelerated Career Growth!
• Fun Company Activities!
• Many More!
  
  

Job Details

The successful candidate will provide comprehensive estate planning, estate administration, and related services to high-net-worth individuals, families, and charitable organizations.

This role offers an opportunity to work with a team of highly credentialed attorneys in a collaborative and client-focused environment.

Key Responsibilities

• Develop and implement sophisticated estate plans tailored to clients' individual needs
• Draft complex legal documents including wills, revocable and irrevocable trusts, and various types of specialized trusts
• Advise clients on tax-efficient wealth transfer strategies and asset protection
• Assist with estate and trust administration, including probate matters
• Represent fiduciaries and beneficiaries in estate and trust-related issues
• Provide counsel on charitable giving techniques and the formation of charitable organizations
• Handle international estate planning for clients from South America, the Caribbean, and Europe
• Participate in estate and trust litigation when necessary
  
  

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school
• Active membership in the Florida Bar
• 5-15 years of relevant experience in estate planning, estate and gift taxation, and trust administration
• Florida Bar Board Certification in Wills, Trusts, and Estates is highly desirable
• LL.M. in Taxation or Estate Planning is a plus
• Strong analytical, writing, and interpersonal skills
• Ability to build and maintain long-term client relationships
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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