Senior Associate, Private Client — Naples

Seeking a team-oriented Senior Associate to join a private client group in the Naples office. The role focuses on high-net-worth estate planning matters, with responsibility for sophisticated tax-driven planning and document drafting.

Day-to-day duties include advanced estate, gift, and GST tax planning; drafting complex estate and trust instruments; assisting with trust and estate administration; and managing complex projects and client deliverables. The group values strong analytical ability, clear communication, and collaboration.

• Minimum 5 years of private client / estate planning experience
• Experience with advanced estate, gift, and GST tax planning for high-net-worth individuals
• Advanced drafting skills for trusts, wills, and related planning documents
• Experience assisting with trust and estate administration and managing complex matters
• Excellent academic and professional credentials, strong analytical and communication skills