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
- ...Attorney Search is looking for a highly skilled Trusts and Estates Associate to join their team in San Francisco, CA. This senior-level role involves advising high-net-worth clients on wealth transfer strategies and complex estate planning. The ideal candidate will...SeniorHigh net worth
$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- ...Francisco is seeking an experienced Attorney for their Estates and Trusts practice. Ideal candidates should possess 5-10 years of... ...trust administration, focusing on estate and income tax planning for high-net-worth clients. Responsibilities include client representation...SeniorHigh net worth
$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 office$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
$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
- ...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
- Coastal Wave Recruiting seeks experienced Trusts & Estates attorneys for its client's expanding... ...who want to engage in sophisticated planning and litigation work, alongside strong... ...client-facing skills, and experience with high-net-worth individuals. The firm offers...High net worthPrivate practice
$175k - $220k
...tax advisory firm serving ultra-high-net-worth individuals, family-owned enterprises, trusts, estates, and closely held business... ...bureaucracy. About the Role The Senior Tax Manager will serve as a... ..., overseeing complex tax planning and compliance engagements for...SeniorHigh net worthWork at office- ...OverviewA law firm seeks a highly skilled Trusts and Estates Associate to join their... ...exceptional opportunity for a senior-level associate or counsel with expertise in estate planning, wealth transfer... ...administration to work with high‑net‑worth individuals, private foundations...High net worth
$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 shift- ...Senior Trust Officer - Private Bank San Francisco, California... ...investment management accounts for high-net-worth clients and beneficiaries... ...assisting clients with wealth planning needs, and managing risk.... ...of trust administration and estate planning experience Technical...SeniorHigh net worthWork at officeShift workDay shift
$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 worth- 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
- ...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
- 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
- ...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
$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 clients... ...attention to detail, and high‑level cognitive functioning...Local areaRemote work- Boston Private is seeking a Wealth Strategist in San Francisco to provide expert advice for high net worth clients with a focus on developing wealth planning strategies. The role involves collaborating with business development and implementing complex financial plans....High net worth
- ...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
$175k - $250k
Overview Estate Planning Attorney | HNW Clients | Attractive Boutique Firm This Jobot Job is... ...owners. This company works with high-net-worth clients and complex estates, delivering... ...generations. Collaboration, precision, and trust are core values that guide the firm’s...High net worthFlexible hours- Northern Trust Corp is seeking a Sr. Portfolio Advisor II in San Francisco, CA. The role involves managing investment activities for high net worth personal trusts and developing investment strategies tailored to individual client needs. The ideal candidate should have...SeniorHigh net worth
- ...professional to provide fiduciary administration support and manage trust accounts. The ideal candidate will have over five years of... ...background in fiduciary law. This role involves engaging with high-net-worth clients to build and transfer wealth, ensuring compliance with...SeniorHigh net worth
$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay:... ...businesses, entrepreneurs, and high-net-worth individuals across California... ...generations, 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 hours$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$80k - $111k
...Senior Client Service Associate The Senior Client... ..., institutional and trust portfolios. High-touch client service... .... 1919 Investment Counsel, a wholly owned subsidiary... ...and financial planning services to wealthy individuals... ...serves high net worth clients which often require...SeniorHigh net worthInternshipFlexible hours- ...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
$96k - $125k
Tax Experienced Senior, Private Client Services... ...our firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...and life insurance planning. Job Summary: A...SeniorHigh net worthPrivate practiceWork at office
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