Associate – Tax, Trusts & Estates / Business Owner Advisory

Porzio, Bromberg & Newman, P.C.; Naples (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) retirement plan with employer matching

Paid Time Off

Paid Holidays

Job summary

Porzio, Bromberg & Newman, P.C. is looking for a full-time Associate to join their Tax, Trusts & Estates / Wealth Preservation practice in Naples, Florida. The ideal candidate will be a highly motivated lawyer with at least 3 years of experience and a strong focus on serving high-net-worth individuals and families.

This role involves designing advanced strategies, advising on tax matters, and potentially taking on leadership responsibilities in the future. Benefits include medical insurance, 401(k) matching, and paid time off.

Qualifications

• Minimum of 3 years of experience in trusts and estates, tax planning, and business succession.
• Demonstrated ability to design and execute strategies for high-net-worth families and businesses.
• Outstanding research, writing, and client communication skills.

Responsibilities

• Design and implement advanced strategies using revocable and irrevocable trusts.
• Advise on tax-efficient transfers involving estate, gift, and GST taxes.
• Develop asset protection trust structures for high-net-worth clients.

Skills

Tax strategy execution

Client communication

Research and writing

Trusts and estates knowledge

Business planning

Education

LL.M. in Taxation (strongly preferred)

Admission to practice in Florida

Job description

Porzio, Bromberg & Newman, P.C. is seeking a full-time Associate to join our expanding Tax, Trusts & Estates / Wealth Preservation practice. We represent families and business owners with complex planning needs and provide comprehensive solutions that integrate estate planning, tax strategy, and business succession. This position is designed for a highly motivated lawyer with the experience and drive to serve as a trusted advisor and, over time, to take on a leadership role within our practice.

Responsibilities

• Design and implement advanced strategies using revocable and irrevocable trusts (IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts).
• Advise on tax-efficient transfers involving estate, gift, and GST taxes.
• Develop asset protection and beneficiary-controlled trust structures.
• Provide guidance for blended families, special needs planning, and high-net-worth families.
• Business Planning & Succession
  • Structure entities (LLC, S-corp, C-corp) for tax and liability efficiency.
  • Draft and negotiate buy-sell agreements, liquidity planning, and exit strategies.
  • Advise on governance for closely held businesses.
  • Integrate business succession with estate planning.
  • Support seller-side M&A strategy and transactions.
• Advise on federal and state estate, gift, income, and GST tax matters.
• Coordinate and review filings including Forms 706, 709, 1040/1041, 1120, and 1065.
• Implement charitable and other advanced planning strategies for high-net-worth clients.

Qualifications

• Minimum of 3 years of experience in trusts and estates, tax planning, and business succession matters.
• Demonstrated ability to design and execute sophisticated strategies for high-net-worth families and business owners.
• LL.M. in Taxation strongly preferred.
• Admission to practice in Florida required.
• Outstanding research, writing, and client communication skills.
• Ability to work independently and manage significant client responsibility.

Required Experience

• Demonstrated ability to research, design, and implement tax strategies (income, estate, gift, GST), particularly for business owners.
• Drafting and funding advanced estate planning strategies, including related corporate documents (Operating Agreements, Buy-Sell Agreements, equity transfers).
• Sell‑side M&A advisory experience, including structuring, due diligence, and integrating transactions into estate and tax planning.
• Experience with mid‑to‑high net worth planning, including revocable and irrevocable trusts (IDGT, SLAT, GRAT, CRT, dynasty, non‑grantor).
• Tax return coordination/review: estate (706), gift (709), fiduciary (1041/IT‑R), and business filings where relevant (1120, 1065).
• Ability to translate technical legal and tax strategies into actionable guidance rather than purely informational memos.
• Skilled at presenting recommendations through flowcharts, PowerPoint, Excel models, and visual decision tools.
• Writes and speaks with clarity, ensuring clients understand not just the law, but what to do next.

Preferred Experience

• Estate planning and succession for owners of closely held businesses.
• Exposure to charitable planning and complex trust structures.
• Income tax knowledge (individual and business level).
• Experience leading or mentoring junior lawyers or staff.

Fit / Style (Qualitative Qualities)

• Seeks to join and grow with an existing practice, not build a standalone book.
• Thrives as a trusted advisor supporting clients and families — reliable, approachable, and professional.
• Strong interpersonal skills: pleasant, good humor, resilient, and steady in client‑facing roles.
• Independent thinker with the judgment to handle client matters responsibly.
• Committed to excellence, with the ambition to grow into a practice leadership/successor role over time.

This is an exceptional opportunity to join a dynamic and growing practice with a reputation for excellence in wealth preservation and business owner advisory services. Our lawyers are deeply committed to client service and to building enduring legacies for families and entrepreneurs. The right candidate will not only bring technical depth but also the judgment, adaptability, and presence to become a trusted counselor to clients with complex and evolving needs.

Company Benefits

• Medical, Dental, and Vision insurance
• 401(k) retirement plan with employer matching
• Individual and Dependent Life Insurance
• Short‑and‑Long Term Disability
• Paid Time Off
• Paid Holidays
• Employee Assistance Programs

We are an equal opportunity employer and encourage applications from women, minorities, and individuals from diverse backgrounds.