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Cozen O'Connor · 1 day ago

Private Client Trusts & Estates Attorney

Boca Raton, FL

Full-time

Onsite

Senior Level

6+ years exp

Cozen O'Connor is a law firm with a dedicated Private Client, Trust & Estates group seeking a driven attorney with a minimum of six years of experience. The role involves advising clients on tax-oriented estate and trust planning, wealth management, and business succession planning, while also providing mentorship to junior associates.

ConsultingGovernmentLegal

H1B Sponsor Likely

Responsibilities

Advising clients in tax oriented estate and trust planning

Family office structure and administration

Wealth management

Wealth transfer

Philanthropic giving

Business succession planning

Training and mentoring junior associates

Qualification

Tax oriented estate planningTrustEstates lawsWealth managementTax codeClient-facing experienceSecurities regulationsAccounting proceduresTrainingPhilanthropic givingBusiness succession planningLicensed in FloridaMentoring

Required

Minimum of six years of experience as an attorney

Experience advising clients in tax oriented estate and trust planning

Experience in family office structure and administration

Experience in wealth management

Experience in wealth transfer

Experience in philanthropic giving

Experience in business succession planning

In-depth understanding of the tax code

In-depth understanding of trust and estates laws

In-depth understanding of securities regulations

In-depth understanding of accounting procedures

Significant client-facing experience

Experience training and mentoring junior associates

Must be licensed in good standing in Florida

Preferred

Portable business is a plus

Open to the position sitting in the Miami office for the right candidate

Company

Cozen O'Connor

Cozen O'Connor is a full-service firm with nationally recognized practices in litigation, business law, and government relations.

Founded in 1970

Philadelphia, Pennsylvania, USA

1001-5000 employees

https://www.cozen.com

H1B Sponsorship

Cozen O'Connor has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2025 (1)

2024 (2)

2023 (1)

2022 (1)

2020 (1)