Senior Private Wealth Attorney Estate Planning & Trusts
$249k - $325kGT Restructuring
GT Restructuring in San Diego is seeking a skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4–8 years of experience and must possess superior attention to detail. The position offers a competitive compensation package of $249,000 to $325,000, along with comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr
- ...BCG Attorney Search is seeking a highly skilled Private Wealth Services Associate for its San Diego office. This full-time... ...-net-worth clients on complex estate planning. Ideal candidates will have 4-8... ...asset transfers, and overseeing trust administrations. Benefits...SeniorPrivateFull timeWork at office
$249k - $325k
...Private Wealth Services Associate San Diego, CA | Hybrid... ...is seeking a Mid to Senior-Level Associate to join... ...families on sophisticated estate planning, wealth transfer, and trust administration matters within... ...and mentor junior attorneys while independently managing...SeniorPrivateFull timePrivate practice- ...Australia-Employment is seeking a Trust & Estate Planning Attorney in San Diego, CA. This role involves advising clients on estate planning, trust administration, and wealth transfer planning. The ideal candidate will have a Juris Doctor degree and active California Bar...Suggested
- ...BCG Attorney Search is hiring an experienced Trust and Estates Attorney in San Diego, CA. This role involves managing trust and probate administration cases and collaborating with a team of legal professionals. Candidates should have at least three years of relevant experience...Senior
- ...Overview Summary of Position: The Senior Attorney – Trusts & Estates Litigation plays a key leadership role within the firm, handling complex trusts & estates litigation matters and providing guidance, mentorship, and strategic oversight to Associates and support staff...SeniorLocal areaRemote work
- ...U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client relationships... ...a holistic approach to financial planning. This role involves advising clients on... ...aspects, including investments and estate planning, while collaborating with specialists...SeniorPrivate
$76k - $125.3k
...Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and... ...facets of hedge fund, private equity fund and... ...tax minimization planning, on-call advice, and... ...A senior analyst in FSO EDGE... ...(EA) or licensed attorney What we look...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...our associates. We value Trust, Ownership, Growth, Empathy,... ...The program has a financial planning team that is integrated in their... ...solutions. About the Role: A Senior Wealth Advisor is an experienced... ...Client Service Specialists, Private Bankers, and Wealth...SeniorPrivateImmediate start
- ...you passionate about helping estate planning clients protect themselves and... ...charismatic Estate Planning Attorney who is ready to take the next... .... We are an Estate Planning, Trust Administration, and Probate firm... ...software Experience with Wealth Counsel drafting is desired Salary...Full time
$72k - $77k
...Bernstein Private Wealth Management is a premier investment management... ..., and wealth and legacy planning for high-net-worth individuals... ...and network with senior professionals throughout the... ...Advanced training on trusts & estates, wealth planning, investment...PrivateFlexible hours- ...Practice Area Manager Summary of Position The Senior Paralegal – Trusts & Estates provides substantive case support to attorneys through drafting, research, factual analysis... ...Preparation & Drafting Draft estate planning documents (wills, trusts, powers of attorney...SeniorHourly payLocal areaRemote work
- ...Financial Consultant to provide clients with financial guidance and wealth management advice. You will have the autonomy to build your... ...personalized service to clients, fostering strong relationships built on trust. The ideal candidate will hold a valid FINRA Series 7 license...Senior
- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We... ...expertise. Responsible for overseeing tax planning and compliance functions for ultra‑... ...well as a working understanding of trusts, estates, gifts, and charitable entities....SeniorPrivatePrivate practiceWork at officeLocal area
$236.56k - $414.12k
...About Northern Trust: Northern Trust, a Fortune 500 company... ...develop and implement customized Wealth Management strategies for... ...principles including investment, tax planning, estate planning, and family... ...organization is encouraged, senior leaders are accessible, and you...PrivateTemporary workFlexible hours$139.23k - $163.8k
...PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: San Diego... ...advise clients holistically on wealth and estate planning, investments, banking, credit,... ...banking, wealth and estate planning, and trust services to frame, acquire, and retain...PrivateTemporary workWork experience placementLocal area3 days per week$190k - $230k
...LevitZacks is looking for a Senior Tax Manager to take... ..., and year-round tax planning. LevitZacks has... ...since 1964. We work with privately held businesses and... ...role - you will be the trusted advisor in the room.... ...industries such as real estate, construction,...SeniorPrivateWork at officeLocal areaFlexible hours- ...Charles Schwab located in San Diego is seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. The role focuses... ...FINRA Series 7 and 66 licenses. The position offers financial planning responsibilities and collaboration within a supportive...Senior
$260k - $390k
...Investment Funds Associate Attorney Direct Counsel is... ..., DE Position Type: Senior Associate (6+ years)... ...Investment Funds / Real Estate Securities & Finance... ...transactions involving public and private real estate companies,... ...vision, and retirement plans. Why Apply This...SeniorPrivateWork at officeRemote work$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These... ...increased efficiencies. As a Senior Associate you shall analyze... ...to establish a secure and trusted workplace for all. Applications...SeniorFull timeH1b$130k - $200k
...Join Fehr & Peers as a Senior Manager/Practice Leader experienced in transportation planning/engineering with a specialization in... ...address clients’ questions as trusted advisors. Increasingly, we have... ...MPOs, transit planning agencies, private and institutional developers,...SeniorPrivateWork at officeLocal areaFlexible hours3 days per week$95k - $120k
...LevitZacks is seeking aTax Senior to join our growing... ...corporations, business owners, trusts, and high-net-worth... ...items, estimates, and planning matters Assist with... ...Experience with real estate, professional services,... ...Ascend Backed by private equity from people-focused...SeniorPrivateWork at officeLocal areaVisa sponsorshipFlexible hours$103.6k - $189.7k
...Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and... ...facets of hedge fund, private equity fund and... ...tax minimization planning, on-call advice, and... ...matters to senior management and subject... ...(EA) or licensed attorney What we look for...PrivateSummer holidayWork at officeLocal areaFlexible hours$81.7k - $135k
...– Indirect Tax – Sales and Use – Senior Will you shape the future or will... ...reporting needs for both public and private entities. You’ll develop and implement... ...to maintain your credibility as a trusted advisor Develop clear, intelligent plans and approaches to improve our...SeniorPrivateSummer holidayImmediate startFlexible hours$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These... ...creative tax solutions. As a Senior Associate you will analyze... ...thoughtfully to establish a secure and trusted workplace for all....SeniorFull timeH1b$100k - $130k
...The Role Senior Associates in our Private Client Services practice manage and support... ...Fund Principals, Trusts and Estates. Key Responsibilities Review... ...returns; Engage in the tax planning and consulting process; Collaborate... ...legislative changes, wealth transfer techniques,...SeniorFull timePrivate practiceLocal areaWork visa$55k - $151.47k
...and guidance to clients on tax planning, compliance, and strategy.... ...optimise their tax positions. In private tax at PwC, you will focus on... ...and year-end planning. As a Senior Associate you analyze complex... ...to establish a secure and trusted workplace for all....SeniorPrivateFull timeH1b$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Management - Renewable Energy Tax Senior Manager, you will play a... ...development of innovative tax planning solutions and methodologies... ...stakeholder management and building trust Innovating processes to enhance...SeniorFull timeH1bLocal area$81.7k - $135k
...Sales and Use Lookback Review COE - Senior Location: Anywhere in Country... ...needs for both public and private entities. You’ll develop and implement... ...to maintain your credibility as a trusted advisor. Develop clear, intelligent plans and approaches for sales and use...SeniorPrivateSummer holidayImmediate startFlexible hours$150k - $200k
...Centurawealth seeks a Senior Case Advisor in San Diego, CA. This client-facing role focuses on advancing qualified opportunities through technical fluency in tax and wealth planning. The ideal candidate will lead meetings, guide clients through complex decisions, and collaborate...Senior$91k - $321.5k
...and guidance to clients on tax planning, compliance, and strategy.... ...optimise their tax positions. In private tax at PwC, you will focus on... ...to the owners of PwC. As a Senior Manager you are expected to... ...to establish a secure and trusted workplace for all. Applications...SeniorPrivateFull timeH1bRemote work
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