Senior Trusts & Estates Counsel for High-Net-Worth Planning
$210k - $250kJobot
Jobot, a boutique law firm in San Francisco, is seeking a legal professional experienced in estate planning, trust administration, and probate law. The role requires designing and drafting irrevocable trusts, managing trust administrations, and expertise in Federal and California tax law. Candidates should have at least 5 years of relevant experience, a Juris Doctorate, and be an active member of the California State Bar. Competitive salary of $210,000 - $250,000 per year offered. #J-18808-Ljbffr Jobot
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trusts & Estates Counsel for High-Net-Worth Planning in San Francisco, CA vacancy
$275k - $325k
Considine Search is looking for a Trusts & Estates attorney with over 10 years of experience to join their Taxation, Trusts & Estates... ...strong expertise in trust administration and estate planning for high-net-worth clients, along with a stellar academic background and significant...SeniorHigh net worth$250k - $300k
...Description Position: Trusts & Estates Attorney Locations: Los... ...& Estates Direct Counsel is seeking a seasoned Trusts... ...Estates Department at a highly regarded law firm in California... ...and sophisticated estate planning solutions for high-net-worth individuals and families,...SeniorHigh net worthDirect Counsel
San Francisco, CAa month ago- ...Office Classification: Paralegal Summary: The Senior Trusts & Estates Paralegal must have at least five (5) years of recent... ...experience in Trusts & Estates including complex and high net worth estate planning, trust administration and probate. Tax background and...SeniorHigh net worthHourly payRemote work
JKZ LLP
San Francisco, CA23 hours ago - ...& Duey, LLP specializes in estate planning, taxation and business transactions... ...for our Estates and Trusts practice group.... ...planning including working with high-net worth individuals and families in... ...and trust administrations, counseling clients as to most suitable...SeniorHigh net worth
DELAGNES, LINDER & DUEY, LLP
San Francisco, CA4 days ago - ...Description Tax Manager – Estate, Gift & Trust (Top National Firm |... .... This is a high-impact, client-facing... ...role working with high-net-worth individuals, families... ...tax, estate planning, and trust structures... ...schedule Clear path to Senior Manager / leadership...High net worthPrivate practiceWork at officeRemote workFlexible hours
Solid Rock Recruiting LLC
San Francisco, CA25 days ago $130k - $173k
...Description Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid... .... This is a high-impact opportunity for... ...advising high-net-worth individuals, families... ...clients on complex tax planning matters Review fiduciary... ...the work of tax seniors and staff Partner...High net worthPrivate practiceWork at officeRemote workFlexible hoursSolid Rock Recruiting LLC
San Francisco, CA3 days ago- ...hiring across multiple levels: Senior Analyst, Associate, and... .... This team serves ultra-high-net-worth individuals, founders,... ...complexities of investing, wealth planning, liquidity, estate strategy, and long-term... ...Ability to operate as a trusted advisor alongside senior...SeniorHigh net worthWork at office
$250k
...threats, Concentric is your trusted ally. Powered by elite... ...looking to hire a Senior Property & Facilities... ...with an ultra-high-net-worth private family in San... ...from strategic capital planning to day-to-day maintenance... ...residential or private estate portfolios ~ Demonstrated...SeniorHigh net worthFor contractorsCurrently hiringVisa sponsorshipShift workConcentric
San Francisco, CA19 days ago- ...seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree... ...onboarding clients, providing investment and tax planning advice, and managing client relationships. The role...SeniorHigh net worth
Empirical Wealth Management
San Francisco, CA18 hours ago - ...A financial advisory firm based in California is seeking a Trust Officer to facilitate trust and estate relationships. This hybrid position requires expertise in fiduciary administration and California Trust Law, with responsibilities including client relationship management...SeniorHigh net worth
Parallel Advisors LLC
San Francisco, CA4 days ago - ...Senior AI Architect – Multi-Agent Systems & Platform Infrastructure... ...system for ultra-high-net-worth families and their advisors. AURA orchestrates trust management, gifting, estate workflows, private investments... ..., and long-term legacy planning. At its heart is an advanced...SeniorHigh net worthFull timeWork at officeRemote work
Nivalto
San Francisco, CA2 days ago $200k - $250k
...firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is... ...and looking to add an experienced Senior Associate (ideally 6+ years post-... ...interest in advanced wealth transfer planning. Prior hands-on involvement in...SeniorHigh net worthLocal areaJobot
San Francisco, CA-8- ...oriented law firm seeking experienced Trusts & Estates attorneys to join its expanding... ...for attorneys who want sophisticated planning and litigation work , strong client relationships... ...Trusts & Estates – Planning High-net-worth estate planning Drafting wills, revocable...High net worthPrivate practiceWork at officeFlexible hours
- A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff....SeniorHigh net worthRemote job
$30 - $35 per hour
...resume. Salary: $30 - $35 per hour A bit about us: We are a high-growth, data-driven eCommerce partner specializing in helping... ...people are our #1 priority. Our benefits include: Multiple medical plan options through Anthem Blue Cross Dental & vision insurance (...SeniorHourly payWork experience placementLocal areaJobot
San Francisco, CA-8$98.1k - $210k
...investment management accounts for high-net-worth clients and beneficiaries... ...investment management and trust accounts and working with team... ...assisting clients with wealth planning needs, and managing risk.... ...of trust administration and estate planning experience Technical...SeniorHigh net worthFull timeWork at officeShift workDay shift$95k - $130k
...Compensation Based on Experience. Senior Tax Accountant (hybrid remote) $95... ...provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full... ...join us? Competitive salaries 401(K) Plan Profit Sharing Plan 4 Weeks...SeniorHigh net worthPermanent employmentLocal areaRemote workAustralia-Employment
Oakland, CA4 days ago- ...private capital needs of high-net-worth individuals and... ...matters, including: Estate planning, wills, and succession... ...governance Trusts, foundations, and private... ...Clients include senior executives, entrepreneurs... ...("partner" OR "of counsel" OR "counsel") AND...High net worthPrivate practiceWork at officeWorldwide3 days per week
Lighthouse Legal Search
San Francisco, CA2 days ago - A leading law firm in San Francisco is seeking a Senior Trusts & Estates Paralegal with over 5 years of experience in estate planning and trust administration. The role includes performing legal research, drafting documents, and managing cases, requiring exceptional organizational...Senior
$165k - $195k
...We are working with highly respected, growing, full... ...motivated and experienced Trust & Estates Litigation Attorney to... ...base including high-net-worth individuals,... ...with clients, opposing counsel, and court personnel.... ...insurance. ~401(k) plan ~ Generous paid time...High net worthPermanent employmentContract workTemporary workWork at officeHire Counsel
San Francisco, CA23 hours ago$170k - $210k
...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...with an established base of high net worth clients and organically growing...SeniorHigh net worthTemporary workWork at officeRemote workFlexible hoursMercer Advisors
San Francisco, CA1 day ago- ...Tax Senior Manager Work location: San Francisco, CA. Hybrid... ...returns for individuals, trusts, estates, and pass-through entities... ...client engagement teams on tax planning Work closely with the... ...current experience servicing High Net Worth and/or Family Office...SeniorHigh net worthWork at office
Spartan Placements
San Francisco, CA1 day ago - ...exceptional client service and tax expertise. Oversee tax planning and compliance functions for ultra‑high net‑worth individuals and their families, especially... ...K‑1 treatment and a working understanding of trusts, estates, gifts, and charitable entities. Directly engage...SeniorHigh net worthLocal area
EisnerAmper
San Francisco, CA3 days ago - ...High Net Worth Tax Principal Are you looking to join an entrepreneurial... ...and family offices, estates and trusts in managing, preserving and... ...estate and gift tax, succession planning, valuation and... ...experience, mentoring and counseling associates Ability to lead...High net worthPrivate practice
Baker Tilly
Daly City, CA1 day ago $170k - $210k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening... ...with an established base of high net worth clients and organically growing...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hoursMercer Advisors
San Francisco, CA29 days ago- ...They are seeking an on-site Senior Tax Accountant , capable of rapid... ...; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all... ...one or two NPO audits, planning and supervising audit field work...SeniorHigh net worthFull timeWork at officeWorldwide
RES Consultant Group
San Francisco, CA3 days ago - ...Summary The Tax Senior Manager is responsible... ...). This role involves high-level technical review, tax planning, and acting as the primary... ...S-Corps, Partnerships, Trusts, and Estates). Tax Planning:... ...strategies for Ultra-High-Net-Worth (UHNW) individuals and...SeniorHigh net worth
PRO SOLUTIONS GROUP INC.
San Francisco, CA4 days ago $298k - $368k
...to be the world's most trusted driver. Since its start... ...mitigate, and litigate high-profile and precedent-setting... ...report to a Managing Counsel. You will: Provide... ...in cross-functional planning efforts to ensure that... ...Experience presenting to senior management and engineering...SeniorFull timeRemote work$160k - $190k
...our results-driven approach to high-exposure litigation. We are... ...Teams and seeking accomplished Senior Counsel ready to make an impact in... ...matters with the support and trust of a firm built for trial success... ...liability. Case Strategy and Planning: Develop and execute case...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay: $180,0... ...businesses, entrepreneurs, and high-net-worth individuals across California... ..., a testament to the trust and results they deliver.... ...the Managing Partner who is planning for retirement in the coming...SeniorHigh net worthWork at officeRemote workRelocationFlexible hoursOrionplacement
San Francisco, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trusts & Estates Counsel for High-Net-Worth Planning. Be the first to apply!
Related searches
- senior office manager San Francisco, CA
- senior automation controls engineer San Francisco, CA
- senior accounts payable San Francisco, CA
- senior brand designer San Francisco, CA
- senior financial advisor San Francisco, CA
- senior underwriter San Francisco, CA
- senior cost analyst San Francisco, CA
- senior business analyst contract San Francisco, CA
- senior php developer remote San Francisco, CA
- senior app developer San Francisco, CA