Private Client Services Associate Attorney (Midlevel) - San Francisco
$365k - $420kDirect Counsel
Private Client Services Associate Attorney - Midlevel
Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.
The Role
- Advise individuals and families on sophisticated estate and tax planning.
- Handle complex trust and estate administration, including trust modifications and decanting.
- Advise on business interests, unique assets, transfer tax matters, and family office structures.
- Assist with tax controversy matters before the IRS.
- Work directly with clients and experienced attorneys on sophisticated private client matters.
Qualifications
- 46 years of trust and estate planning/administration experience.
- Strong transactional and estate planning background.
- Excellent drafting, analytical, and communication skills.
- Strong academic credentials.
- LL.M. in Taxation preferred but not required.
Compensation & Benefits
- $365,000$420,000 annual salary, depending on experience.
- Discretionary bonus
- 401(k)
- Medical, dental, and vision insurance
- Paid holidays and leave
- Family care benefits
Locations: Seattle, WA | Bellevue, WA | Austin, TX | Chicago, IL | New York, NY | San Francisco, CA | Washington, D.C.
Direct CounselVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Services Associate Attorney (Midlevel) - San Francisco in San Francisco, CA vacancy
$365k - $420k
...dedication to serving our clients, and mutual respect. We... ...the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant... ...administration to join our national Private Client Services Group.... ...: Seattle, WA; San Francisco, CA; Chicago, IL;...SuggestedFull timePerkins Coie
San Francisco, CA5 days ago$80k - $120k
...Criminal Defense Attorney - The United Firm (San Francisco) We're looking for an admitted attorney for an extremely promising Associate Criminal Defense Attorney position within a premier... ...manage their caseload, as well as client interaction, and can collaborate with...SuggestedLocal areaSan Joaquin College of Law
San Francisco, CA3 days ago$60 - $80 per hour
...Description Location: San Francisco, CA (Hybrid - 2 days... ...per week) Job Type: Attorney, Contract Basis... ...leader in immigration services, to identify an experienced... ...with a collaborative, client-focused team. Responsibilities... ...available for our associates include medical,...SuggestedHourly payContract workTemporary workH1bLocal area2 days per weekLHH US
San Francisco, CAa month ago$245k - $275k
EMPLOYMENT LITIGATION ASSOCIATE ATTORNEYLocation: San Francisco, CA Our client, an AmLaw 150 international labor and employment law firm, is seeking a talented Associate Attorney to join its dynamic Labor & Employment Litigation Practice in San Francisco. This role offers...SuggestedCareer Development Partners
San Francisco, CA5 days ago$98.96k - $148.44k
...: 97781864528Posted: 2026-08-21Location: San Francisco, California, United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned... .... Provides the highest level of customer service and teamwork.Ensure all documentation is...SuggestedFull timeCitigroup
San Francisco, CA2 days ago$72k - $88k
...Client Solutions Associate, San Francisco - Immediate Start San Francisco, California, United States About Us Office Hours is an online platform that lets users earn income by sharing what they know. Users create knowledge profiles to accept hourly consultation...Hourly payFull timeWork experience placementWork at officeImmediate startRemote workFlexible hours$235k - $365k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...Ashurst Perkins Coie LLP is seeking a midlevel associate with two to five years of employment... ...its Employment practice group in the San Francisco office. We are seeking candidates with...Full timeWork at officePerkins Coie
San Francisco, CA4 days ago$20 - $25 per hour
...Client Operations Associate Sharebite is the leading meal benefits platform built exclusively for... ...site operations for our Group Order service at our enterprise client offices, making... ...part-time, in-person role based in San Francisco. Hours vary based on client order...Hourly payPart timeWork at officeLocal areaFlexible hoursShift workDay shiftWeekday work- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong commitment... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management,...
JP Morgan Chase
San Francisco, CA2 days ago $31.2 - $40.8 per hour
...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$310k - $390k
..., dedication to serving our clients, and mutual respect. We are... ....We are seeking a mid-level associate (4-6 years of experience) to... ...commit to excellent client service and a client-centered practice... ...Alto, CA; Los Angeles, CA; San Francisco, CA; New York, NY; Chicago,...Full timeWorldwidePerkins Coie
San Francisco, CA1 day ago$45k - $95k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...: new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both discretionary...Work at office- ...Associate Attorney Stinson LLP seeks an Associate Attorney with two to five years of financial services litigation experience to join our San Francisco, California office. Duties include file management... ...analytical skills in addressing client challenges, both legally...Temporary workWork at officeLocal areaRelocation package
$310k - $390k
...international law firm, is seeking a midlevel to senior real estate associate to join our Real Estate practice... ...position is open to the Phoenix, San Francisco, and Seattle offices.Our Real Estate... ...and interface directly with clients and counterparties. They will also...Full timeWork at officeLocal areaPerkins Coie
San Francisco, CA2 days ago$260k - $365k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...and reach their full potential. We are seeking a midlevel litigation associate for the San Francisco, Palo Alto, Los Angeles or San Diego office with outstanding...Full timeWork at officeLocal areaPerkins Coie
San Francisco, CA4 days ago$245k - $420k
...Environment & Resources Associate Attorney- Mid to Senior Associate... ...technologies , advising clients on sophisticated power transactions... ...agreements and energy service agreements for... ...Phoenix, AZ | Portland, OR | San Diego, CA | San Francisco, CA | Seattle, WA...$77k - $143k
...and work closely with Patient Specialty Services (PSS) to ensure seamless customer... ...engagement are central to success. For Associate Level opportunities, applicants with limited... ...Sales (USA); Sacramento (California); Reno (Nevada); San Francisco (California)Type: Full timeFull timeInternshipLocal areaRemote workHome officeVisa sponsorshipRelocation packageNovartis
San Francisco, CA1 day ago$132.76k - $228.95k
...from all qualified candidates, regardless of their protected characteristics. If you have a disability or special need that requires accommodation, please complete the corresponding section in the application form.SummaryLocation: US - San Francisco - CAType: Full timeFull timeTemporary workLocal areaAstraZeneca
San Francisco, CA19 hours ago$190k - $230k
...Lightning AI operates globally with offices in New York City, San Francisco, Seattle, and London, and is backed by Coatue, Index Ventures,... ...Program: Four weeks of paid sabbatical leave after four years of service. Flexible Work: Flexible schedules and a hybrid work model...Work at officeWork from homeFlexible hours$190k
...Ashurst Perkins Coie LLP is seeking an attorney to join the Firm’s Insurance Recovery practice... ..., dedication to serving our clients, and mutual respect. We are regularly recognized... ...D.C.; Palo Alto, CA; Los Angeles, CA; San Francisco, CA; New York, NY; Chicago, IL; San...Full timeFlexible hoursPerkins Coie
San Francisco, CA4 days ago$40 per hour
...experiences that make the stay for every guest.“Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment... ...records.”The ideal candidate will possess:1 year of customer service experiencePrior supervisory or security manager experienceOpen...Local areaWorldwideFlexible hoursNight shiftAfternoon shiftHilton Hotels Corporation
San Francisco, CA4 days ago$190k - $390k
..., dedication to serving our clients, and mutual respect. We are... ...highly motivated mid-level associates to join our nationally recognized... ...and custom energy service agreements on behalf of developers... ...Palo Alto, CA; Anchorage, AK; San Francisco, CA; New York, NY; Chicago,...Full timeWork at officePerkins Coie
San Francisco, CA1 day ago$310k - $420k
...Best Lawyers, is seeking an associate to join our Chambers-ranked... ...opportunities to represent these clients in bet-the-project... ...passionate about client-centric service and managing the legal complexities... ....#LI-HybridSummaryLocation: San Francisco, CA; San Diego, CA; Los...Full timeWork at officeLocal areaPerkins Coie
San Francisco, CA1 day ago$260k - $365k
...international law firm, is seeking an Antitrust & Competition associate in the Seattle, San Francisco, Palo Alto, Chicago, or Washington, DC office. We have... ...is based on collaboration, dedication to serving our clients, and mutual respect. If you are interested in joining...Full timeWork at officePerkins Coie
San Francisco, CA2 days ago- ...supporting technical evaluationsThis is a hybrid role based in the San Francisco Bay Area, requiring 3 days per week in our headquarters.You... ...how they can be more successful with Redpanda product and services within a specified territory Engage in significant outbound...3 days per week
Redpanda Data
San Francisco, CA5 days ago $150k - $200k
San Francisco, California / Seattle, WashingtonAI Data Opportunities - GTM (Sales & Solutions) /Permanent - Regular Full-time /HybridAbout... ...role is based in San Francisco, CA. You'll be expected to meet clients in person and be comfortable being on site with them regularly...Permanent employmentFull timeContract workAppen
San Francisco, CA1 day ago$131k - $170.5k
...model with offices in 8 major cities: Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. While we offer... ...the Business, and Lead the Future. Each dimension has three associated competencies to give leaders a shared language for guiding their...Local areaFlexible hoursPagerDuty
San Francisco, CA3 days ago$85k - $122.2k
Job LocationSAN FRANCISCO ZENLEN OFFICEJob DescriptionSales - Professional Oral Health - Territory Account Executive - (San Francisco N, CA) - Open to Sales ProfessionalsAre you a highly motivated Sales Representative? Are you passionate about Dental Health and do you want...Full timeWork at officeRelocationProcter & Gamble
San Francisco, CA2 days ago$275k - $300k
...Location: We will consider qualified candidates based in the greater San Francisco Bay AreaWhat You Get to Do : Drive growth together: Lead the... ...cycle from prospecting to close while partnering closely with clients and teammates.Prospect strategically: Identify, qualify, and...Remote workAstronomer
San Francisco, CA3 days ago$24 per hour
...Assistance Representative Sr will provide a high level of customer service by assisting both internal and external customers, primarily... ...report to our location at 780 North McDonnell Road at the San Francisco Airport. This position requires a drivers license. We offer...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Services Associate Attorney (Midlevel) - San Francisco. Be the first to apply!
Related searches
- client engagement associate San Francisco, CA
- client success associate San Francisco, CA
- registered client associate San Francisco, CA
- client relationship associate San Francisco, CA
- client services associate San Francisco, CA
- client account associate San Francisco, CA
- client solutions associate San Francisco, CA
- senior service associate San Francisco, CA
- health services administrator San Francisco, CA
- information technology and services consultant San Francisco, CA