Job Description:
A well-established and highly respected law firm in Naples is seeking a Senior Associate to join its growing Private Client practice. This is a unique opportunity to work with a sophisticated client base in one of Florida’s most desirable markets, known for its high concentration of high-net-worth individuals and families.
The role offers high-quality work, strong client exposure, and the opportunity to play a key role in a collaborative and forward-thinking team.
Key Responsibilities:
- Advise high-net-worth individuals, retirees, and families on advanced estate, gift, and generation-skipping transfer (GST) tax planning
- Develop and implement sophisticated wealth transfer and asset protection strategies tailored to Florida-based clients
- Draft complex estate planning documents, including wills, revocable and irrevocable trusts, and related instruments
- Oversee and assist with trust and estate administration, including Florida probate proceedings
- Manage client relationships and act as a trusted advisor on long-term planning matters
- Collaborate with accountants, financial advisors, and other professionals serving affluent clients
- Supervise and mentor junior attorneys where appropriate
Requirements:
- Minimum of 5 years’ experience in private client, trusts and estates, or wealth planning
- Strong experience advising high-net-worth individuals on advanced estate and tax planning matters
- Excellent drafting and technical skills
- Working knowledge of Florida probate and trust administration
- Admission to the Florida Bar (or ability to waive in)
- Strong communication and relationship management skills
- Admitted in the Florida Bar
- Ability to manage a varied and sophisticated caseload independently
Desirable:
- Experience working with ultra-high-net-worth clients
- Familiarity with multi-state or international estate planning matters
What’s on Offer:
- Competitive salary aligned with the Naples market
- Performance-based bonus structure
- Comprehensive benefits package, including medical, dental, vision, life, and disability insurance
- 401(k) retirement plan
- Generous paid time off and firm holidays
- Hybrid working flexibility
- High-quality work with a strong pipeline of affluent clients
- Long-term career progression in a stable and growing practice
