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Associate Attorney - Private Wealth

Jones Foster is seeking a qualified tax and estate planning attorney with 3 to 6 years of relevant experience to join the firm’s West Palm Beach office. This is an excellent opportunity to join a dynamic team of attorneys in the firm's Private Wealth, Trusts & Estates and Corporate & Tax practice groups.

The ideal candidate will have broad experience in all areas of trusts, estates, guardianship, and transfer taxes. The attorney will represent clients in the administration of trusts and estates, and prepare probate pleadings and related legal matters affecting Jones Foster, P.A. The attorney will work on a wide variety of cases and possess exemplary communication and analytical skills, attention to detail, strong project management experience, and the ability to effectively manage time and handle multiple projects.

Required skills/abilities:

  • Exceptional verbal and written communication skills.
  • Must be highly organized and detail-oriented with a proven ability to meet deadlines.
  • Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.
  • Ability to perform tasks utilizing legal office software such as document management and billing software. Experience in Coyote is a plus.
  • Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs).
  • Strong analytical and problem-solving skills.
  • Ability to function well in a high-paced and at times stressful environment.
  • Ability to maintain confidentiality and exercise discretion and good judgment.
  • Ability to work independently and within a team is essential.

Responsibilities include but are not limited to:

  • Reviewing and analyzing wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
  • Reviewing and analyzing other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
  • Analyzing proposals to modify or terminate trusts in order to assess the legal risks
  • Advocating on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
  • Drafting wills, trusts, power of attorney, and other legal documents
  • Attending court proceedings as needed to represent clients
  • Meeting with attorneys, clients, and other professionals to discuss assigned cases or projects
  • Conducting research on legal issues associated with cases
  • Preparing Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
  • Preparing tax-related memos
  • Reviewing initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal

Education and experience:

  • Possess an outstanding academic record with a JD from an ABA-accredited law school.
  • Admitted to and in good standing with the Florida Bar Association.
  • Three (3) to six (6) years of relevant experience.
  • LL.M is required.

Jones Foster extends employment only to those who have the qualifications for a long-term career. We offer competitive compensation and an excellent benefits package. Interested applicants should submit their resume and salary requirements in confidence to Edwin A. Ratka, Executive Director, at eratka@jonesfoster.com.

Attorney – Private Wealth

Jones Foster is seeking a qualified tax and estate planning attorney with an LL.M degree in Taxation with at least five (5) years of relevant experience to join the firm’s West Palm Beach office. This is an excellent opportunity to join a dynamic team of attorneys in the firm’s Private Wealth, Trust & Estates, and Corporate & Tax practice groups.

The ideal candidate will have broad experience in all areas of trusts, estates, guardianship, and transfer taxes and portability business could be a plus. The senior attorney will represent clients in the administration of trusts and estates, and prepare probate pleadings and related legal matters affecting Jones Foster, P.A. The attorney will work on a wide variety of cases and possess exemplary communication and analytical skills, attention to detail, strong project management experience, and the ability to effectively manage time and handle multiple projects.

Required Skills/Abilities:

  • Exceptional verbal and written communication skills
  • Must be highly organized and detail-oriented with a proven ability to meet deadlines
  • Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters
  • Ability to perform tasks utilizing legal office software such as document management and billing software
  • Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs).
  • Strong analytical and problem-solving skills
  • Ability to function well in a high-paced and at times stressful environment
  • Ability to maintain confidentiality and exercise discretion and good judgment
  • Ability to work independently and within a team is essential

Responsibilities include but are not limited to:

  • Reviewing and analyzing wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
  • Reviewing and analyzing other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
  • Analyzing proposals to modify or terminate trusts in order to assess the legal risks.
  • Advocating on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
  • Drafting wills, trusts, power of attorney, and other legal documents
  • Attending court proceedings as needed to represent clients
  • Meeting with attorneys, clients, and other professionals to discuss assigned cases or projects
  • Conducting research on legal issues associated with cases
  • Preparing Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
  • Preparing tax-related memos
  • Reviewing initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal

Education and Experience

  • Possess an outstanding academic record with a JD from an ABA-accredited law school
  • Admitted to and in good standing with the Florida Bar Association
  • At least five (5) years of relevant experience
  • LL.M in taxation is required

Jones Foster extends employment only to those who have the qualifications for a long-term career. We offer competitive compensation and an excellent benefits package. Interested applicants should submit their resume and salary requirements in confidence to Edwin A. Ratka, Executive Director, at eratka@jonesfoster.com

Thank you for your interest in Jones Foster. Our Firm is always looking to speak to talented partners and associates considering a lateral move. 

If you are interested in a career at Jones Foster, please send your resume and inquiry to Edwin A. Ratka, Executive Director, at eratka@jonesfoster.com.