What are the responsibilities and job description for the Trusts & Estates Attorney position at Cozen O'Connor?
Cozen O'Connor's Private Client, Trusts & Estates group (“PCS”) is looking for a driven, entrepreneurial Member-level attorney with a minimum of six years of experience to join our thriving South Florida practice. This is a rare opportunity for a self-starter who wants to build something of their own. The attorney will work alongside a senior shareholder in one of Florida's most reputable private client practices and will have the opportunity to participate in a long-term succession planning process for an established practice. We are looking for someone who is eager to develop client relationships, contribute to the growth of the practice, and grow into a leadership role over time
What Makes This Opportunity Different
Our Boca Raton office operates in a coordinated practice with over 30 PCS attorneys around the country under a highly collaborative, team-based model designed to support complex planning matters at scale. Attorneys, paralegals, legal practice assistants, and practice management professionals work together through established workflows and technology-driven processes to manage hundreds of active matters efficiently and consistently.
This is an ideal opportunity for a self-starter who wants more than a traditional service role and is looking to build long-term client relationships, develop a future book of business, and grow within a nationally recognized platform.
Responsibilities
About The Practice
Cozen O'Connor's Private Client, Trusts & Estates Group includes more than 30 attorneys nationwide and more than 10 attorneys in our Boca Raton office. We represent high net worth individuals, families, business owners, family offices, fiduciaries, and charitable organizations on the full spectrum of estate, tax, succession, and wealth preservation matters.
Our attorneys serve not only as legal advisors, but as trusted counselors helping clients navigate the personal, financial, and family issues that accompany significant wealth. Through the resources of a leading full-service law firm and a deeply collaborative private client team, we provide sophisticated planning solutions coupled with practical execution.
What Makes This Opportunity Different
Our Boca Raton office operates in a coordinated practice with over 30 PCS attorneys around the country under a highly collaborative, team-based model designed to support complex planning matters at scale. Attorneys, paralegals, legal practice assistants, and practice management professionals work together through established workflows and technology-driven processes to manage hundreds of active matters efficiently and consistently.
This is an ideal opportunity for a self-starter who wants more than a traditional service role and is looking to build long-term client relationships, develop a future book of business, and grow within a nationally recognized platform.
Responsibilities
- Advise clients on sophisticated estate, gift, generation-skipping transfer, and income tax planning matters
- Design and implement complex wealth transfer strategies for high net worth individuals and families
- Counsel clients regarding family office structures, fiduciary matters, charitable planning, business succession planning, and trust administration
- Collaborate directly with PCS colleagues on client strategy, planning design, and implementation
- Manage substantial client matters with significant autonomy while maintaining exceptional responsiveness and service
- Mentor and develop junior attorneys and high level paralegals
- Utilize our technology platforms, including Litify and other practice management tools, to manage workflow, deadlines, client communications, and matter progress
- Identify opportunities to strengthen and deepen client relationships over time
- Minimum six years of Trusts & Estates experience
- Florida Bar admission in good standing
- Significant experience with sophisticated estate and tax planning techniques
- Strong understanding of federal transfer tax planning, fiduciary income taxation, trust administration, and wealth preservation strategies
- Exceptional client relationship and communication skills
- Demonstrated ability to independently manage complex matters and drive projects to completion
- A proactive, entrepreneurial mindset with strong organizational skills
- Comfortable working within technology-enabled processes and using CRM, practice management, and workflow systems
- Experience mentoring junior professionals and contributing to team development
About The Practice
Cozen O'Connor's Private Client, Trusts & Estates Group includes more than 30 attorneys nationwide and more than 10 attorneys in our Boca Raton office. We represent high net worth individuals, families, business owners, family offices, fiduciaries, and charitable organizations on the full spectrum of estate, tax, succession, and wealth preservation matters.
Our attorneys serve not only as legal advisors, but as trusted counselors helping clients navigate the personal, financial, and family issues that accompany significant wealth. Through the resources of a leading full-service law firm and a deeply collaborative private client team, we provide sophisticated planning solutions coupled with practical execution.