Senior Associate - Private Client
On-site · Naples, Florida, United States
Naples, Florida, United StatesOn-siteFull TimeSenior LevelNot SpecifiedUnknown
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Unknown
Job Summary
Senior Associate for Private Client role focused on estate, gift, and GST tax planning and trust/estate administration for high net worth individuals. Responsibilities include developing and implementing comprehensive estate plans, drafting and reviewing trusts, wills, and powers of attorney, assisting with trust and estate administration, managing complex projects, and delivering tailored client service.
Required Qualifications
- 5+ years of experience in private client services focusing on estate, gift, and GST tax planning
- strong understanding of tax laws and regulations
- excellent analytical and problem-solving skills
- excellent communication and interpersonal skills with ability to build relationships with clients and colleagues
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