Senior Trust Officer for HNW Families - Hybrid
Parallel Advisors LLC
A growing investment advisory firm in Beverly Hills is seeking a Trust Officer responsible for managing a portfolio of complex trust and estate relationships. The ideal candidate will have 7-10 years of trust administration experience and a deep understanding of California Trust Law. This hybrid position requires excellent organizational and communication skills, with the opportunity to work alongside high-net-worth families and legal professionals to ensure compliance and fiduciary excellence. #J-18808-Ljbffr
$92k - $145k
...Banking, Lending, & Trust (BL&T) unlocks access... ...individuals and families based on needs related... ...discuss the needs of HNW and UHNW clients and... ...Fargo is seeking a Senior Special Needs Trust Officer (Senior Fiduciary Specialist... ...position offers a hybrid work schedule...SeniorHigh net worthWork experience placementWork at office$225k
Primeline Solutions LLC is seeking Family Law Attorneys across various levels, including associates and partners, focusing on divorce,... ...financial matters. Roles are based throughout California, with a hybrid or fully remote work model. Ideal candidates will have active California...SeniorHigh net worthRemote job- ...we strive for. What will you be doing in this role? The Senior Major Gift Officer will serve as a key member of the Board of Governors (BOG)... ...further involvement in and giving to Cedars-Sinai. Hybrid Remote = must currently live in Los Angeles area or willing...SeniorHigh net worthFull timeLive inRemote workRelocation
$150k - $160k
...they become available. Job Description The Trust Officer is responsible for supporting and... ...applicable fiduciary law. This position is a hybrid position (in-office 3x/ week) in our... ...primary fiduciary contact for high‑net‑worth families and beneficiaries, including...High net worthWork at office$185k - $230k
...Principal | Director - Estate, Trust, Gift exp. Los Angeles |... ...Lake City Full Time | Hybrid Schedule (2-days in office weekly, flexible)... ...growing Estate Gift, Trust, HNW tax practice with a focus on... ...closely-held entities. In this senior role, you’ll lead client relationships...High net worthFull timeWork at officeLocal areaWork from homeFlexible hours$140k - $185k
...high-net-worth individuals, and family offices. We also specialize in... ...in the profession. Hybrid Work HCVT currently offers... ...possible. The Estate/Gift/Trust tax group is seeking a Manager... ...leading and supervising a team of seniors and staff accountants ~...SeniorHigh net worthWork experience placementWork at officeRemote work- ...LLP. in Los Angeles is seeking a High Net Worth Tax Senior Manager or Director. This role involves leading complex... ...of 7 years of public accounting experience. This is a hybrid role, allowing for flexibility in the office and client collaboration. #J-18808-Ljbffr...SeniorHigh net worthWork at office
$250k - $300k
...Job Description Job Description Position: Trusts & Estates Attorney Locations: Los Angeles, Orange County, and San Francisco... ...sophisticated estate planning solutions for high-net-worth individuals and families, including a strong track record in drafting complex estate...SeniorHigh net worth$250k - $300k
A leading law firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team. The role requires over 10 years of experience in trusts and estates law with a focus on estate planning for high-net-worth individuals. This position is client...SeniorHigh net worth- ...Our clients' Los Angeles office seeks a Trusts & Estates attorney with 10 or more years of experience to join our Taxation, Trusts & Estates... ...estate planning solutions for high-net-worth individuals and families. Significant experience in drafting estate planning...SeniorHigh net worthWork at office
- Legal Kapital's Los Angeles office seeks a skilled Trusts & Estates attorney with over 10 years of experience. The candidate should have extensive... ...planning solutions for high-net-worth individuals and families. Key qualifications include significant experience in drafting...SeniorHigh net worthWork at office
$180k - $225k
...Mercer Advisors has been helping families amplify and simplify their financial... ...Review and sign individual, gift, trust, corporate and partnership tax... ...excellent client experience Location: Hybrid (needs to be within 30 miles of an office because will be required to meet...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- MACIAS, GINI & O'CONNELL, LLP. is seeking a Tax Senior Associate to join their team in Los Angeles. This role offers hybrid or remote working options, ideally suited for experienced individuals in public accounting. The successful candidate will prepare tax returns, supervise...SeniorHigh net worthRemote job
$150k - $230k
Overview HNW Senior Manager | Director USA: Los Angeles, CA (Hybrid) MGO is a top 50 CPA and advisory firm... ...individuals and families. What You’ll Do Lead and... ...Individual, Estate, Gift, Trust, S‑Corporation, and Partnership... ...Angeles area for in‑office and client...SeniorHigh net worthWork at office$195k - $250k
...90+ attorneys and growing across 7 offices, 27 practice groups spanning trusts & estates, insurance litigation, construction... ...PTO, sick leave, and paid holidays Hybrid remote — 3 days onsite / 2 days... ...-worth client base — individuals, families, fiduciaries, and institutions with...High net worthRemote jobFor contractorsCurrently hiringImmediate start$225k
...Job Description Job Description Senior Tax Manager (Trust/Estate/Gift Team) - Top 100 Firm in the U.S. Location: Remote (U.S-Based) About... ...are looking to add a Senior Tax Manager to our Trust/Estate/HNW team. For this role, typically, you can expect about 25% of...SeniorHigh net worthRemote jobImmediate start$140k - $230k
...Family Law Attorney for Band 2 HNW family law firm This Jobot Job is hosted by: Jeff Ruben Are you a fit? Easy Apply now by clicking the "Quick Apply... ...skills. Proficient in legal research software and Microsoft Office Suite. Interested in hearing more? Easy Apply now by...SeniorHigh net worthWork at officeLocal areaFlexible hours$110k - $120k
ADL (Anti-Defamation League) seeks a Major Gifts Officer in Los Angeles, CA. This role focuses on maximizing donor engagement to cultivate... ...a compensation range of $110,000 to $120,000 and operates in a hybrid work environment. #J-18808-Ljbffr ADL (Anti-Defamation League)Senior- ...environmental law organization based in Los Angeles is seeking a Senior Major Gifts Officer I to manage a portfolio of major donors. The successful... ...passion for environmental justice. This position offers a hybrid work model and a competitive salary package. #J-18808-...Senior
$125k - $135k
A prestigious law firm in Century City, CA is looking for a Senior Trusts & Estates Paralegal. This full-time position offers competitive... ...$125,000 to $135,000 annually, with excellent benefits and a hybrid work schedule. The ideal candidate will have a Paralegal Certificate...SeniorFull time- Cage & Miles, one of the largest family law firms in Southern California, seeks an experienced... ...Family Law Attorney for our Los Angeles office. This role involves collaborating with... ...competitive salary, paid time off, and a hybrid work arrangement. #J-18808-Ljbffr Cage &...SeniorWork at office
- ...Senior Tax Associate - Southern California (Hybrid) California; Encino; Newport Beach; San Francisco... ...has been helping families amplify and simplify their... ...work from home or in the office, and there will be periodic... ...-net-worth individuals, trusts and businesses Create...SeniorHigh net worthTemporary workWork at officeWork from homeHome officeMonday to FridayFlexible hours
- Berenji Divorce & Family Law Group in Beverly Hills, CA is seeking a Senior Attorney to manage complex divorce and family law cases. This full-time hybrid role involves counseling clients, managing a significant caseload, and preparing legal documents while collaborating...SeniorFull timeRemote work
$195k - $250k
...professionals in Los Angeles, California to join their esteemed Trusts and Estates group, renowned for sophisticated estate planning. Candidates... ...in planning work and client interactions. This position is hybrid, requiring 3 days onsite, and emphasizes genuine growth...High net worthImmediate start$180k - $260k
A law firm in Los Angeles is looking for a Senior Associate to manage trust and estate litigation matters. This role offers a hybrid or fully remote work option, a competitive salary between $180,000 and $260,000, and comprehensive benefits including unlimited PTO and performance...SeniorRemote jobImmediate start$180k - $260k
...seeking a qualified individual for a position in trust and estate litigation. The role offers the flexibility of hybrid or fully remote work with a competitive salary... ...licensed to practice law in California and possess senior associate experience. Jobot provides an...SeniorRemote job- ...experience supervising and directing work of tax preparers. Familiarity with both US domestic and international tax compliance forms for HNW individuals, passthrough entities and corporations Familiarity with international tax concepts, including but not limited to...SeniorHigh net worth
- ...A financial services firm in Los Angeles is seeking a Senior Staff Tax Accountant with experience in tax return preparation and review... ...experience, a Bachelor's degree, and preferably CPA eligibility. This hybrid position offers opportunities to engage in tax research and...SeniorHigh net worth
$79.9k - $94k
...0 years, Mercer Advisors has worked with families to help them amplify and simplify their financial... ...returns for high‑net‑worth individuals, trusts and businesses. Create quarterly... ...position may be performed in a professional office environment or a dedicated home office...SeniorHigh net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$200k - $275k
A law firm in California is looking for a Family Law Attorney with a Juris Doctorate and a minimum of 6 years of experience. The ideal candidate will handle high net worth divorces, child custody cases, and other complex legal issues while demonstrating exceptional negotiation...SeniorHigh net worth
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