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
$325k
...complex challenges, and high stakes decisions. Our... ...thoughtful counsel, practical solutions,... ...We are seeking a Senior Trusts & Estates Attorney to join our... ...legal counsel to high net worth individuals, families... ...fiduciaries on estate planning, trust formation and...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$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- ...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
- ...Buchalter LLP in San Francisco seeks a senior attorney to join the Trusts & Estates practice, focusing on estate planning, wealth transfer strategies, and post-death trust administration for high-net-worth individuals, private foundations, and family offices. The ideal...SeniorHigh net worth
- We are seeking a Senior Trusts & Estates Attorney to join a Private Wealth group at a distinguished law firm in the San Francisco area. The ideal candidate will independently manage complex matters, mentor junior attorneys, and support client development and relationship...SeniorHigh net worthWork at office
- ...We are seeking a highly skilled and experienced... ...join our growing Trusts & Estates practice, with the... ...opportunity for a senior level associate or counsel with a strong background in estate planning, wealth transfer strategies... ...team advising high-net-worth individuals,...High net worth
- Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth clients. You will collaborate with advisors... ...dynamics. You will review and refine wills and trusts, prepare client summaries, and...SeniorHigh net worth
$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$150k - $260k
...follow our LinkedIn page! Job Details Senior Counsel/Senior Attorney | Trust and Estate Litigation | Los Angeles, CA (... ...-life balance while maintaining a high-performing legal practice.... ...covered medical, dental and vision plans Retirement plan with profit sharing...SeniorRemote work$235k - $310k
...Trusts & Estates Associate Our client, a premier Am Law firm with... ...interested in sophisticated estate planning, wealth transfer planning,... ...estate administration for high-net-worth and ultra-high-net-worth... ...Collaborate with senior attorneys on sophisticated...High net worthPrivate practice- ...needs of clients through our Planning and Wealth Strategy teams. Additionally... ...and liquidity needs.The Tax, Trust and Estate specialist role is a part of... ...you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with...High net worthFull timeWork at office
$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- ...premier Am Law firm to hire a Trusts & Estates Associate in California. The role... ...includes sophisticated estate planning, wealth transfer planning, tax... ...and trust administration for high-net-worth individuals. You will collaborate with senior attorneys on complex domestic...High net worthPermanent employment
- 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
$150k - $190k
...and private capital needs of high-net-worth individuals and families.... ...cannot match. Practice Overview Estate planning, wills, and succession... ...Family and business governance Trusts, foundations, and private trust... ...issues Clients include senior executives, entrepreneurs, multi...High net worthPart timePrivate practiceWork at officeWorldwide3 days per week- ...Trusts and Estate Litigation Attorney We are seeking a Trusts and Estate... ..., coordinate with estate planning colleagues, and provide practical... ...staff to ensure timely and high-quality work product.... ...Excellent negotiation, client counseling, and interpersonal skills; ability...Local area
$175k - $250k
...Overview Estate Planning Attorney | HNW Clients | Attractive Boutique Firm This Jobot Job is... ...business owners. This company works with high-net-worth clients and complex estates,... ...generations. Collaboration, precision, and trust are core values that guide the firm’s...High net worthFlexible hours$150k - $210k
...with the Private Client Services and Trust & Estate groups on cross-border matters for individuals... ...holdings and activitiesDevelop 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- Talent Focus is seeking a Wealth Advisor for High Net-Worth Private Client practice in San Francisco. You will serve as a trusted financial partner to affluent clients,... ...strategies and coordinating across investment, estate planning, and tax considerations. The ideal...SeniorHigh net worthPrivate practice
- ...Senior Paralegal – Trusts & Estates The Senior Paralegal – Trusts & Estates provides substantive case support... ...& Drafting Draft estate planning documents (wills, trusts, powers of... ...reasoning, attention to detail, and high-level cognitive functioning. Ability...SeniorLocal area
- ...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
- 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
- .... EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ..., and deliverables.Oversee tax planning and compliance functions for ultra-high net worth individuals and their families,... ..., with strong understanding of trusts, estates, gifts, and charitable entities...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$200k - $250k
...Estate Planning Advisor We are seeking an Estate Planning Advisor to lead and support sophisticated... ...and wealth transfer planning for high-net-worth individuals, families, and business... ...an internal subject-matter expert and trusted resource on estate, gift, and wealth...High net worth$200k - $250k
...Platform Redefining Business Planning Pigment is the AI-powered... ...to hear from you. As Senior Legal Counsel with strong commercial expertise... ...parental leave policies Trust and flexible working hours... ...London and San Francisco High-end equipment (based on stock...SeniorContract workFlexible hours- ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ..., and life insurance planning.A Tax Experienced Senior, Private Client Services...SeniorHigh net worthPrivate practiceWork at office
$95k - $160k
...of tax engagements, from planning to completion, to... ...preparation and review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns,... ...executivesServing as a trusted advisor, managing client... ...with partners and senior leadership on client engagements...High net worthFull timeLocal area- ...Buchalter PC is seeking a Senior Associate for our San Francisco office to support our high-net-worth Family Law Practice Group. The ideal candidate should have over 10 years of family law experience and be adept at managing cases independently. Responsibilities include...SeniorHigh net worthWork at office
$150k - $250k
...goals. EisnerAmper is seeking a Senior Manager to join our State... ...projects related to tax planning, restructuring, and accounting... ...Group does not only provide trusted and innovative tax solutions... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthFull timeLocal area
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