Private Clients Trusts amp Estates Senior Associate / Counsel / Income Partner
BCG Attorney Search
Job Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves working with two partners on significant multi-line and multi-generational client matters, advising family offices, and managing sophisticated planning strategies. Duties Advise family offices and closely-held business owners. Develop and implement sophisticated lifetime and testamentary planning strategies. Supervise research and projection of tax implications of planning techniques. Prepare client educational and summary materials. Meet and communicate directly with clients to advance their goals. Manage client projects from inception to conclusion. Supervise junior attorneys. Requirements Licensed and in good standing in the jurisdiction of practice. Excellent communication, interpersonal, and organizational skills. Experience managing client projects and leading teams. Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes. Willingness to complete projects on short notice to meet client deadlines. Education Juris Doctor (JD) degree. Certifications Bar admission in the relevant jurisdiction. Skills Exceptional attention to detail. Ability to work effectively in a team environment. Ability to manage multiple projects and shifting priorities. Benefits Medical, dental, and vision insurance. Profit-sharing and generous paid time off. Flexible reimbursement account for personal well-being expenses. #J-18808-Ljbffr BCG Attorney Search
$350k
Job Description and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide....SeniorPrivate clientPrivate practiceWork at officeFlexible hoursShift work- 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 clientPrivate practice
$300k
...Investigations Partner Or Senior Of Counsel (Portable Practice Required) Location: Los Angeles, Oakland, Sacramento, or San Diego, California... ...and confidential investigations for both public and private sector clients across California. The successful candidate will bring...SeniorPrivate clientVisa sponsorship- 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 clientPrivate practice
- 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...SeniorPrivate client
- ...Browse files Resume is required. Investigations Of Counsel/Partner Responsibilities: Conduct workplace, Title IX, and... ...investigative findings and written reports Advise public and private sector clients Qualifications: JD and licensed to practice in CA...Private client
$210k - $250k
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...Senior$175k - $250k
...- $250,000 per year About us Growing boutique firm comprised of well-known and respected partners with large books of business that need help delivering to our clients, including Fortune 500 companies and a wide variety of well-known companies and major corporations...SeniorRemote work- .... The role spans Corporate, Fintech, IP, Real Estate and Litigation, with a flexible, technology-enabled... ...supporting efficient service across clients. You will develop client relationships, provide cross-practice counsel, and collaborate with a distributed team to drive...SeniorFlexible hours
- A growing boutique law firm is seeking California attorneys for a fully remote opportunity. With 5+ years of litigation experience, especially in insurance defense, join a dynamic team that blends the benefits of a large firm with a start-up culture. Enjoy a bonus plan,...SeniorRemote job
- Job Summary:The Senior Tax Manager is responsible... ...to business clients with pass through... ...may include estates, trusts and charitable entitiesManages... ...to personal income, estate and gift... ...needsSupervises associates and senior... ...public accounting, private industry accounting...SeniorPrivate clientWork at office
$210k - $250k
...Boutique California law firm specializing in estate planning, trust administration, probate and trust... ..., families, and high-net-worth clients plan for the future, resolve disputes,... ...planning and cross-border issues, fiduciary income tax issues, and preparation of estate...SeniorLocal area$350k
...insights, and strategic counsel, we help CEOs and... ...reputation. Our clients turn to us when... ...We are seeking a senior advisor with deep... ...makers: customers, partners, investors, and policymakers... ...build trust and influence among... ...retirement savings Income Protection:...SeniorTemporary workLocal areaRemote workFlexible hours- Tax Partner - Global Family Office Enterprise... ..., empowering our clients and people to realize... ...and serves as a trusted partner,... ...investment partnership, estate & gift taxation with... ...to State & Local income (SALT)/Franchise tax... ...High Net Worth - Private Client Services locations...Private clientFull timeSecond jobWork at officeLocal area
$270k - $300k
Vercel is seeking a Senior Counsel to support product innovation and legal compliance in San Francisco. As part of the legal team, you will provide essential legal guidance throughout the development lifecycle, enabling cutting-edge product initiatives while ensuring responsible...Senior- ...story?Join MoFo as SENIOR MANAGER, LATERAL PARTNER INTEGRATIONon our Attorney... ...combinations across clients, operations, and... ...deck, for each incoming lateral partnerLead... ...with partner and of counsel level talent, curating... ...including building trusted relationships with Firm...SeniorWork at officeLocal area
- ...change, empowering our clients and people to realize their... .... RSM is seeking a Tax Partner to join our Corporate... ...to help our public and private multinational corporate... ...their accounting for income tax reporting requirements... ...and leveraging trusted relationships. As a Tax...Private clientLocal area
$133.37k - $156.9k
...U.S. Bank’s personal trust and investments businesses... ...with cross-functional partners to develop practical,... ...appropriate state bar association or other appropriate... ...legal experience advising clients on matters related to... ...with expert legal counsel and ethical leadership...SeniorFull timeLocal area3 days per week$91k - $321.5k
...advice and guidance to clients on tax planning, compliance... ...their tax positions.In private tax at PwC, you will... ...owners of PwC. As a Senior Manager you are expected... ...managing partnership K-1 income, state tax credits, and... ...establish a secure and trusted workplace for all....SeniorFull timeH1bRemote work$225k - $245k
...five years of experience with estate planning and trust administration. Our Trust &... ...members, with whom the associate will receive face-to-face exposure... .... This position offers client interaction, and the chance... ...knowledge of gift, estate, income, and California property...Full timeFor contractorsWork at office$300k
...will: Collaborate with the Trust and Safety team to develop... ...vectors and risk areas. Partner with external legal counsel, subject matter experts,... ...equity donation matching. Private health, dental, and vision... ...plan. Life insurance and income protection. Daily lunches...Work at officeHome officeVisa sponsorshipRelocation packageFlexible hoursShift work- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on... ...You Will be Responsible For:Serve as a trusted advisor to high-net-worth individuals... ...serviceMentor, coach, and develop senior-level professionals, fostering the next...Private clientFull timePrivate practiceLocal area
- ...Trusts & Estates Attorney OpportunitySan Francisco | Hybrid/Flexible by LocationOur client is a nationally recognized, growth-oriented law firm seeking experienced Trusts & Estates attorneys to join its expanding private client practice across several key markets. These...Private clientPrivate practiceWork at officeFlexible hours
- ...San Francisco | Hybrid/Flexible by Location Our client is a nationally recognized, growth-oriented law firm seeking experienced Trusts & Estates attorneys to join its expanding private client practice across several key markets. These opportunities are ideal for attorneys...Private clientPrivate practiceWork at officeFlexible hours
$85k - $270k
...in search of a Trust Strategist to work... ...Solutions to clients and help with... ...data and design. Private Wealth... ...include tax and estate planning, philanthropic... ...from an income, trust and estate... ...as a resource senior staff, and internal... ...internal and external counsel as necessary...Private clientFull timeTemporary workPart timeWork at office- ...looking for an experienced Senior Attorney or Partner to join small law firm in... ...a passion for leadership, client advocacy, and business development... ...family law, probate, and trust and estate practices, ensuring high-... ....• Mentor and supervise associates, fostering growth and...Senior
$150k - $350k
Growth/advancement opportunities Of Counsel for one of the largest and most prominent... ...high quality legal work to public and private sector clients across a wide range of practice areas.... ..., and/or its agents and contracted partners. Frequency varies for text messages. Message...Private clientLocal areaRemote workFlexible hours$150k - $190k
A leading global law firm is seeking a Partner for its Private Client practice in San Francisco, CA. The ideal candidate will have established... ...-net-worth individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role...Private clientPrivate practice$230k - $297.5k
...institutions, and developers use Circle to power trusted, internet-scale financial innovation.... ....What you’ll be responsible for:As Senior Counsel on the Product Legal team, you will... ...design and operation of the Arc network, partnering closely with senior leaders across...SeniorContract workFlexible hours$230k - $297.5k
...developers use Circle to power trusted, internet-scale financial... ...direction of the Assistant General Counsel - Transactions, you will play... ...capital markets partners — as well as Circle's Arc network... ...writing, in a way that allows clients to act on them. You thrive in...SeniorContract workImmediate startFlexible hours
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