Wealth-Preserving Tax & Trusts Counsel (Naples)

Porzio, Bromberg & Newman, P.C.; Naples (FL); On-site; USD 185,000 - 195,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) retirement plan with employer—匹

Life Insurance

Disability insurance

Paid Time Off

Paid Holidays

Employee Assistance Programs

Job summary

Porzio, Bromberg & Newman, P.C. in Naples, FL seeks an Associate or Counsel to join our Tax, Trusts & Estates / Wealth Preservation practice serving high-net-worth families and business owners. You will design sophisticated estate planning strategies and coordinate complex filings.

This full-time role offers a collaborative environment, opportunities for leadership within the practice, and a strong compensation package consistent with experience and market norms.

Qualifications

• Minimum of 5 years of experience in trusts and estates, tax planning, and business succession matters.
• 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.

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 and draft buy-sell agreements, liquidity planning, and exit strategies.
• Advise on governance for closely held businesses and 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.

Skills

Estate planning

Tax planning

Business succession

Research

Writing

Client communication

Independent work

Leadership potential

Education

LL.M. in Taxation

Bar admission in Florida

Tools

PowerPoint

Excel

Job description

Porzio, Bromberg & Newman, P.C. in Naples, FL seeks an Associate or Counsel to join our Tax, Trusts & Estates / Wealth Preservation practice serving high-net-worth families and business owners. You will design sophisticated estate planning strategies and coordinate complex filings.

This full-time role offers a collaborative environment, opportunities for leadership within the practice, and a strong compensation package consistent with experience and market norms.