Private Wealth Services Associate (Fort Lauderdale Office)

Posted 4 Days Ago
Be an Early Applicant
Fort Lauderdale, FL
Junior
Legal Tech
The Role
Assist in preparing estate planning documents and conducting legal research related to tax, probate, and trust administration. Support the administration of estates and trusts, participate in client meetings, and stay updated on relevant tax laws and strategies while collaborating with the Private Wealth Services team.
Summary Generated by Built In

Position Summary:

Greenberg Traurig (GT) is seeking a highly motivated and detailed-oriented Associate to join our Private Wealth Services practice group. This position is for Florida admitted lawyers in our Fort Lauderdale office. The Private Wealth Services Group focuses on complex estate planning, wealth preservation, and tax matters for high-net-worth individuals, families, business owners, and closely-held businesses. This is an excellent opportunity for a recent law school graduate or a junior attorney with up to two years of experience to join a dynamic, collaborative practice group. The Fort Lauderdale PWS group is dedicated to training associates and advancing their professional development. This is a full-time onsite position in the Fort Lauderdale Office.

What your day may look like

  • Assist with the preparation of estate planning documents, including wills and trusts for domestic and international clients.
  • Conduct legal research and draft legal memoranda on tax, probate, trust administration, and other private wealth issues.
  • Support the team with the administration of estates and trusts, including probate filings and asset transfers.
  • Participate in client meetings and assist with the development of tailored wealth preservation strategies.
  • Assist in the preparation of gift, estate, and generation-skipping transfer tax returns.
  • Stay updated on relevant tax laws, estate planning strategies, and industry developments.
  • Collaborate with the broader Private Wealth Services team to deliver high-quality legal services to clients.

Qualifications

  • JD or JD/LL.M. from an ABA-accredited law school.
  • 0-2 years of relevant experience, preferably in estate planning, tax, or related areas.
  • Florida Bar admission (or willingness to become licensed in Florida promptly).
  • Strong academic credentials and excellent legal research and writing skills.
  • Exceptional attention to detail and analytical skills.
  • Strong organizational and time management abilities.
  • Ability to work collaboratively in a team environment and build relationships with colleagues and clients.

Preferred Qualifications

  • LL.M. in Taxation or Estate Planning is a plus but not required.
  • Demonstrated interest in private wealth services, estate planning, or tax law through internships, externships, coursework, or post-graduation work.

Application documents

Resume, transcript and writing sample required

Greenberg Traurig is committed to diversity and inclusion in the workplace. Individuals seeking employment at Greenberg Traurig are considered without regards to race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, disability, veteran status, or genetic information, among other protected bases.

  

Exemplifying our commitment to promoting inclusion and equity across our platform, the firm participates in the Mansfield Rule Certification Program (Mansfield). Mansfield, which is facilitated by The Diversity Lab, focuses on equal opportunity, fairness, and inclusivity. The Mansfield requirements are anchored in the consideration of expanded talent pools considered for select positions and open roles within the law firm and the implementation of and access to transparent processes. Utilizing the Mansfield framework, the firm’s progress and outcomes are measured and documented through Mansfield Certification Plus Metrics. In 2023, GT achieved Mansfield 6.0 Certification Plus. We are excited about our ongoing participation in Mansfield given the program’s alignment with the firm’s commitment to opportunities for advancement that are inclusive for everyone. Providing your data during the application process helps us with achieving our goals and with meeting reporting/record-keeping obligations under federal and state law and other legal requirements. Providing your data is entirely voluntary and will not be considered in the hiring process or thereafter. Any information that you do provide will be treated confidentially.

Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
4,877 Employees
On-site Workplace
Year Founded: 1967

What We Do

Greenberg Traurig, LLP has more than 2650 attorneys in 45 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global 100 and NLJ 250. Greenberg Traurig is Mansfield Rule 6.0 Certified Plus by The Diversity Lab. The firm is recognized for powering its U.S. offices with 100% renewable energy as certified by the Center for Resource Solutions Green-e® Energy program and is a member of the U.S. EPA’s Green Power Partnership Program. The firm is known for its philanthropic giving, innovation, diversity, and pro bono. Web: www.gtlaw.com.

Similar Jobs

TransUnion Logo TransUnion

Senior Counsel, US Financial Services

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
6 Locations
13000 Employees
100K-150K Annually

TransUnion Logo TransUnion

Senior Legal Counsel, Information & Cyber Security

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
8 Locations
13000 Employees
100K-150K Annually

TransUnion Logo TransUnion

Privacy Counsel

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
5 Locations
13000 Employees
113K-188K Annually

TransUnion Logo TransUnion

Senior Counsel - Credit Solutions

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
3 Locations
13000 Employees
113K-188K Annually

Similar Companies Hiring

Two Barrels LLC Thumbnail
Software • Professional Services • Legal Tech • eCommerce • Data Privacy
Spokane, WA
950 Employees
Atticus Thumbnail
Social Impact • Legal Tech • Insurance
Los Angeles, CA
170 Employees
Fulcrum GT Thumbnail
Software • Legal Tech • Cloud
Hoffman Estates, Illinois
501 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account