Associate – Tax, Trusts & Estates / Business Owner Advisory

Responsibilities

• Estate Planning for Families: Design and implement advanced strategies using revocable and irrevocable trusts (IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts).
• Advises 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.
• Advises on governance for closely held businesses.
• Integrate business succession with estate planning.
• Support seller-side M&A strategy and transactions.
• Tax Strategy: 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).
• Client communication excellence: Ability to translate technical legal and tax strategies into actionable guidance rather than purely informational memos.
• 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.

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.