Description

Associate Attorney: High Net Worth Estate Planning & Tax

Build a Career in Sophisticated Estate and Tax Planning

ShuffieldLowman is seeking an Associate Attorney with 1–4 years of experience and an LL.M. in Taxation to join our High Net Worth Planning group in our Orlando office.  This is an opportunity to do meaningful and engaging work from day one with a team that is genuinely invested in your growth and success.  In this role, you will be designing complex estate plans, advising on tax strategy, and helping multi-generational families protect and transfer wealth. 

About the Firm

ShuffieldLowman is an AV-rated, full-service law firm with offices in Orlando, Lake Nona, Tavares, DeLand, and Port Orange.  Our Estate Planning and Tax team serves high net worth individuals, families, and business owners across Florida, handling the full range of sophisticated planning matters, from family governance and dynasty trusts to business succession, charitable planning, private trust companies, and family office structures.  Our attorneys are recognized as leaders in the field, regularly presenting to business, professional, and legal groups on advanced planning strategies.

What You’ll Do

•          Work directly with clients to design and implement customized estate, tax, and wealth-transfer plans for high net worth individuals and families
•          Draft and review estate planning documents, including revocable trusts, irrevocable trusts, and other advanced planning structures
•          Apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world planning scenarios
•      Collaborate with senior attorneys on sophisticated matters, including business succession planning, charitable strategies, family office advisory, and private trust company formation
•          Coordinate with clients’ other professional advisors, including CPAs, financial advisors, and insurance professionals
•          Utilize the firm’s proprietary drafting software and legal technology tools to deliver efficient, high quality work product

Why ShuffieldLowman

•      You will participate in a formal mentoring program with structured guidance from experienced attorneys who are committed to developing the next generation of the practice
•          You will have direct client exposure from the start, this is not a back-office document production role
•          Be part of a collegial, team-oriented culture, a firm where people actually enjoy working together
•          Handle sophisticated work that is complex and intellectually challenging to plan for clients with significant wealth
•          Opportunity to grow with the firm and enjoy a long-term career path, not a lateral stepping stone
•          Reasonable billable expectations with a minimum billable hour requirement that starts at 1,700 hours per year

Requirements

•          1–4 years of experience in advanced estate planning, trusts and estates, tax, or a related practice area
•          LL.M. in Taxation required
•          Florida Bar membership strongly preferred; candidates licensed in other jurisdictions will be considered if willing to sit for the Florida Bar Exam
•          Strong drafting skills and meticulous attention to detail
•          Excellent written and oral communication skills
•          Proficiency with Microsoft Office (Word, Excel, PowerPoint) and comfort using traditional and AI-assisted legal tools
•          Self-motivated, intellectually curious, and eager to develop expertise in sophisticated planning

Compensation & Benefits

Competitive salary commensurate with experience.  Benefits include:

•          Medical, dental, and vision insurance
•          Short-term and long-term disability insurance
•          Life insurance
•          AFLAC supplemental options
•          401(k) retirement plan
•          Wellness plan

Work Arrangement

This position is based in our Orlando office.  A substantial in-office presence is required, with some hybrid flexibility available.

If you are an estate planning attorney looking to deepen your expertise, work on sophisticated matters alongside experienced colleagues, and build a lasting career at a respected Central Florida firm, we encourage you to apply.

No phone calls or walk-ins, please.  Please contact Maureen McArdle, Human Resources Manager at mmcardle@shuffieldlowman.com for more details.

Shuffield, Lowman & Wilson, P.A. is an equal opportunity employer.