Senior Trust Officer for HNW Families - Hybrid
Parallel Advisors
A financial advisory firm based in California is seeking a Trust Officer to facilitate trust and estate relationships. This hybrid position requires expertise in fiduciary administration and California Trust Law, with responsibilities including client relationship management and compliance oversight. The ideal candidate will have over 7 years' experience in trust administration, effective project management skills, and a commitment to providing exceptional client service. A competitive salary and benefits are offered. #J-18808-Ljbffr Parallel Advisors
$150k - $160k
...become available. Job Description The Trust Officer is responsible for supporting and facilitating... ...fiduciary law. This position is a hybrid position (in-office 3x/ week) in our Beverly... ...fiduciary contact for high‑net‑worth families and beneficiaries, including...High net worthWork at office- ...strategies to C-suite executives and build trusted advisor relationships that drive firm... ...their careers in a fulfilling way. A hybrid between a general tax practice and a hyper... ...as well as high-net-worth individuals, family offices, nonprofit organizations and...SeniorHigh net worthWork at officeLocal areaRemote work
- ...and Directors in our Exclusive Family Office with the services provided to... ...95% for health insurance ~ Hybrid work arrangement How you... ...and in-person) alongside senior advisors; assist with meeting... ...UHNW individuals (personal, trust, privately held companies, family...SeniorHigh net worthWork at office
- A leading law firm in San Francisco is seeking an experienced Attorney for their Estates and Trusts practice. Ideal candidates should possess 5-10 years of experience in probate and trust administration, focusing on estate and income tax planning for high-net-worth clients...SeniorHigh net worth
- ...review complex tax returns for high net worth individuals and families. Responsibilities include advising clients, collaborating with... ...three years of professional tax experience. The role is remote-hybrid with comprehensive benefits and a competitive salary range. Strong...SeniorHigh net worthRemote work
$275k - $325k
...Orange County, CA or San Francisco, CA The Los Angeles office of a premier, global, law firm seeks a Trusts & Estates attorney with 10 plus years of experience... ...solutions for high‑net‑worth individuals and families. Significant experience in drafting estate planning...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$25k
...Position Overview The Senior Major Gifts Officer is a strategic, relationship... ...Gifts Officer serves as a trusted ambassador for Tipping Point... ...strategies, including family engagement, planned giving,... ...eligible for overtime pay. Hybrid Work Environment At Tipping...SeniorTemporary workWork at officeLocal areaRemote workMonday to Friday$210k - $250k
...This Jobot Job is 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,...SeniorHigh net worthLocal area- Sephora USA, Inc in San Francisco is seeking a Senior Manager for Product Management in Client Trust to oversee product strategies ensuring secure and inclusive... ...strong communication skills. This position offers a hybrid work model, competitive salary, and comprehensive...Senior
- ...Responsibilities include project coordination, developing analyses for policy-setting, and reviewing legislative bills. The position is hybrid, permanent, full-time, effective from July 1, 2025, with an application deadline of May 22, 2026. #J-18808-Ljbffr California Public...SeniorPermanent employmentFull time
- Exemption Status : Hourly Non-Exempt Remote Options/Office Hours : Hybrid or 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...SeniorHigh net worthHourly payRemote work
$175k - $250k
A boutique family law firm in San Francisco seeks an experienced Attorney for remote or hybrid work. The role requires 3-10+ years in family law, handling cases such as divorce, child custody, and alimony. The firm offers a collaborative environment, competitive salary...SeniorRemote job$85k - $270k
Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Manager, Vice President - San Francisco Job Description... ...related legal documentation, collaborating seamlessly with senior leadership, internal experts, and external parties to ensure...High net worthFull timeTemporary workPart timeWork at office$129k - $145.71k
...Senior Giving Officer, Maestro Circle Main Location - San Francisco, CA 94102 Overview Salary Range $129,000.00 - $145,713.00 Salary... ...CA - Salary: - Pay Grade E$129,000 - $145,713 Schedule: - Hybrid - Regular Hours: - 9 am-5 pm; regular evenings and weekends...SeniorHigh net worthFull timeLive inWork at officeNight shiftWeekend workAfternoon shift- ...leading insurance and consulting firm in San Francisco seeks a Senior Private Client Advisor to provide tailored insurance solutions for... ...License, and excellent negotiation skills. This role includes hybrid work and offers competitive benefits including generous time off...SeniorHigh net worth
$129k - $145.71k
..., San Francisco, CA Salary: Pay Grade E, $129,000 - $145,713 Schedule: Hybrid Reports To: Deputy Director, Development Supervisory: Yes, 2 direct reports Job Summary The Senior Giving Officer, Maestro Circle (SGO) reports to the Deputy Director, Development and is...SeniorHigh net worthFull timeWork at officeNight shiftWeekend workAfternoon shift$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...SeniorHigh net worth$180k - $230k
Jobot seeks a Senior Tax Manager in San Francisco or San Jose, requiring 7+ years of public accounting experience with ultra-high-net-worth... ..., all within a collaborative environment. The position offers a hybrid work model and includes a competitive salary range of $180,000...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 Department in California. The ideal candidate will have strong expertise in trust administration and estate planning for high-net-worth...SeniorHigh net worth$45 - $55 per hour
A law firm specializing in family law is seeking an experienced Senior Paralegal to manage complex legal cases, conduct research, and draft documents. Candidates must have at least 7 years of experience in family law, with a significant focus on high-net-worth cases, and...SeniorHigh net worthHourly pay- ...financial services firm in San Francisco seeks a seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all facets of client service, ensuring regulatory compliance and delivering exceptional...SeniorHigh net worthWork at office
$100k - $140k
...LLP seeks a Tax Supervisor to oversee tax processes for high-net-worth individuals and entities. This role, which supports remote or hybrid work arrangements, requires over 4 years of tax and public accounting experience, a CPA certification, and expertise in tax law....SeniorHigh net worthRemote job$120k - $160k
A leading tax services firm is searching for a High Net Worth Tax Supervisor in San Francisco, CA. The role requires preparing complex tax returns and offering leadership to junior staff. Candidates should possess a Bachelor's in Accounting and a CPA license. The salary...SeniorHigh net worthWork at office- ...professional services firm that manages over 30 independent family foundations. We provide whatever a foundation needs to operate... ....60 FTE), and reports to the President of PFS. Summary The Senior Program Officer serves as the lead staff person for assigned client...SeniorHigh net worthPart timeWork at officeLocal area
- ...Senior Relationship Manager Nationwide opportunities New York... ...clients. The SRM works closely with HNW/UHNW clients with complex... ...generation as stewards of family wealth. Candidate Profile... ...advising and being regarded as a trusted advisor, not only with financial...SeniorHigh net worthWork experience placementLocal area
$220k
HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits... ...CPA firms is looking for a Senior Tax Manager with a clear path... ...base built over decades of trust. The Opportunity: This isn't a... ...high-net-worth individuals and families ($20M to $1B+) across the full...SeniorHigh net worth- ...Tax Manager – Estate, Gift & Trust (Top National Firm | Bay... ...high-net-worth individuals, families, and closely held entities—... ...Multiple Northern California office locations Hybrid flexibility as the... ...schedule Clear path to Senior Manager / leadership roles...High net worthPrivate practiceWork at officeRemote workFlexible hours
$55k - $151.47k
...alignment with PwC standards. As a Senior Associate you will analyze... ...pay, vacation, personal and family sick leave, and more. To view... ...thoughtfully to establish a secure and trusted workplace for all.... ...about anticipated application deadlines: #LI-Remote #LI-Hybrid...SeniorFull timeWork experience placementH1bRemote work- ...Description Job Description Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered.... ...tax returns for individuals, trusts, estates, and pass-through entities... ...High Net Worth and/or Family Office clients ~ Proficient with use...SeniorHigh net worthWork at office
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