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 4 days 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
$210k - $250k
...hosted by: Karyn Spies Boutique California law firm specializing in estate planning, trust administration, probate and trust litigation, and family law, helping individuals, families, and high-net-worth clients plan for the future, resolve disputes, and protect their...SeniorHigh net worthLocal area- ...Fully In-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
DLKLawGroup PC
San Francisco, CA2 days ago $120k - $150k
...People-Driven Human Resources Manager Overview The Senior Trusts & Estates Paralegal role requires at least five (5) years of recent... ...in Trusts & Estates, including complex and high net worth estate planning, trust administration and probate. The position may involve...SeniorHigh net worthHourly payFull timeRemote work$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 worth- ...KAbout this role We are looking for a Senior Trusts & Estates Attorney with 10+ years of experience... ...a thriving practice group serving high net worth individuals, including celebrities and... ...doing? Providing sophisticated estate planning solutions for high net worth...SeniorHigh net worth
- ...& Duey, LLP specializes in estate planning, taxation and business transactions... ...for our Estates and Trusts practice group. Preferred... ...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, CA2 days ago - ...Trusts & Estates Attorney OpportunitySan Francisco | Hybrid/Flexible by... ...attorneys who want sophisticated planning and litigation work, strong... ...& Estates – PlanningHigh-net-worth estate planningDrafting wills... ...supervisionExperience working with high-net-worth individuals and...High net worthPrivate practiceWork at officeFlexible hours
Coastal Wave Recruiting
San Francisco, CA1 day ago $275k - $325k
...Angeles office of a premier, global, law firm seeks a Trusts & Estates attorney with 10 plus years of experience to join... ...experience in trust administration and sophisticated estate planning solutions for high‑net‑worth individuals and families. Significant experience in...SeniorHigh net worthWork at officeConsidine Search
San Francisco, CA20 hours ago- ...oriented law firm seeking experienced Trusts & Estates attorneys to join its expanding private... ...for attorneys who want sophisticated planning and litigation work , strong client relationships... ...Trusts & Estates – Planning High-net-worth estate planning Drafting wills,...High net worthPrivate practiceWork at officeFlexible hours
Dormont Manufacturing Company
San Francisco, CA20 hours ago - BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...SeniorHigh net worth
- ArentFox Schiff LLP in the United States seeks a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. The role supports two partners on large matters, with opportunities to manage matters and develop...SeniorPrivate practice
$135k - $230k
...Client services. This Tax Senior Manager role will be... ...of tax engagements, from planning to completion, to include... ...Leading the review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns,... ...executivesServing as a trusted advisor, managing client...SeniorHigh net worthFull timeLocal area- BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves advising... ...family offices and managing sophisticated planning strategies while working with two partners...SeniorPrivate practice
$98.1k - $210k
...support including the review of trust instruments, participating in... ...goals, while delivering a high‑quality experience. Ensures compliance... ...of trust administration and estate planning experience. Technical... ...sophistication regarding high‑net‑worth clients’ concerns/issues....SeniorHigh net worthShift workDay shiftBank of America
San Francisco, CA4 days ago- Australia-Employment is seeking an Estate Planning Attorney in San Bruno, CA. This role involves providing legal counsel on trusts and estates, creating estate plans, and advising... ...a collaborative environment focused on high-net-worth clients. The ideal candidate holds a J....High net worth
$165k - $195k
...Donahue Fitzgerald is a highly respected and growing... ...to our clients. Our Trusts and Estates practice is a... ...base, including high-net-worth individuals, fiduciaries... ...time of significant planning opportunities for clients... ...AI tools including Co-Counsel, Co-Pilot and...High net worthDonahue Fitzgerald
Oakland, CA1 day ago$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 worthWork at officeShift workDay shift$90k - $105k
...Senior Tax Associate (California) Newport Beach;... ...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...services to our high-net-worth clients. We are looking... ...net-worth individuals, trusts and businesses Create...SeniorHigh net worthTemporary workWork at officeWork from homeHome officeMonday to FridayFlexible hours- 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
- ...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
- ...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
- ...and private capital needs of high-net-worth individuals and families.... ...range of matters, including: Estate planning, wills, and succession Wealth... ...Family and business governance Trusts, foundations, and private... ...capacity issues Clients include senior executives, entrepreneurs,...High net worthPrivate practiceWork at officeWorldwide3 days per week
The Los Angeles County Bar Association - LACBA
San Francisco, CA1 day ago - ...tax returns for individuals, partnerships, S-corporations, trusts, and estates Work on complex Flowthrough and/or PCS engagements, including... ...issues and apply findings to client situations Assist with tax planning strategies, projections, and entity structuring to optimize...SeniorHigh net worthLocal area
$250k
...The Associate Attorney – Trusts & Estates supports Senior Attorneys and Partners in... ...practice areas including estate planning, trust formation and... ...notice deadlines. Client Counseling & Communication Advise... ...attention to detail, and high‑level cognitive functioning...Local areaRemote workJKZ LLP
San Francisco, CA2 days ago$170k - $210k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...specifically formed to serve ultra-high-net-worth families ($25M+), who face a... ...wealth management.Job Summary:The Senior Wealth Advisor focuses on...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A law firm in California is seeking an Associate Attorney specializing in Trusts & Estates. The role involves supporting senior attorneys with estate planning, trust formation, and probate proceedings. Candidates should have 1-5 years of experience, be active members of...
$150k - $175k
...Estate Planning AttorneyJoin Aprio's Legal team and help clients maximize... ...and client-facing legal counsel. The ideal candidate will have... ...planning, including wills, trusts, powers of attorney, advance... ...Preferred Skills:Experience with high-net-worth clients and complex estate...High net worthFull timeLocal areaRemote workFlexible hoursAprio
San Francisco, CA1 day ago$150k - $210k
...with the Private Client Services and Trust & Estate groups on cross-border matters for individuals... ...holdings and activities Develop tax planning opportunities arising from inbound and... ...middle-market companies, as well as high net worth individuals, family offices, not-for-...SeniorHigh net worthFull timeFixed term contractLocal area- Job Summary:The Senior Tax Manager is responsible for providing... .... Job Duties:Performs tax planning, preparation and research... ...returns, which may include estates, trusts and charitable entitiesManages... ...together to serve our high net worth clients with timely responses...SeniorHigh net worthWork at office
$256k - $325k
...person collaboration that fosters trust, innovation, and a strong... ...matters. The Opportunity Senior Counsel, M&A will lead the structuring... ...development, equity program strategic planning, insurance, and board matters... ..., and fundraising at a high‑growth technology company;...SeniorWorldwideHome officeFlexible hours2 days per weekSuperhuman
San Francisco, CA3 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 operations associate San Francisco, CA
- senior safety specialist San Francisco, CA
- senior technology project manager San Francisco, CA
- remote senior business analyst San Francisco, CA
- senior director fp&a San Francisco, CA
- senior manager clinical operations San Francisco, CA
- senior supervisor San Francisco, CA
- senior researcher San Francisco, CA
- senior leadership San Francisco, CA
- senior title examiner San Francisco, CA