Senior Private Wealth Counsel: HNW Estate Planning
Katten Muchin Rosenman LLP
Katten Muchin Rosenman LLP in Los Angeles seeks a Private Wealth Counsel with at least 6 years of high net-worth estate planning experience and California Bar admission. The role involves advising family offices, handling trusts, administration, probate filings, and tax returns in a fast-paced environment. The candidate should own client-facing responsibilities and contribute to strategic charitable planning. Salary ranges reflect experience and practice area. #J-18808-Ljbffr Katten Muchin Rosenman LLP
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Counsel: HNW Estate Planning in Los Angeles, CA vacancy
$300k
Katten Muchin Rosenman LLP in Los Angeles (Century City) seeks a Private Wealth Counsel with at least 6 years of high-net-worth estate planning experience and California Bar admission. The role covers advising wealthy individuals and family offices, trust administration...SeniorPrivateHigh net worth- Husch Blackwell LLP is a national law firm seeking a Private Wealth Senior Counsel with eight or more years of experience. The role supports clients across wealth management, estate planning, asset protection, and tax matters, primarily within the Financial Services & Capital...SeniorPrivateWork at office
- ...a leading Am Law 200 firm in Los Angeles, seeks a senior trusts and estates attorney to join its private client practice. The ideal candidate will independently... ...individuals and families on sophisticated estate-planning and tax matters. You will design and implement...SeniorPrivateHigh net worthPrivate practice
$122.54k - $208.72k
SENIOR PRODUCT MANAGER - WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?Responsible for CNB'... ...business growth. Will support the Private Bank Wealth Management... ...WHAT WILL YOU DO?Strategic Planning and Execution: Develops and... ....Client Focus: Understands HNW/UHNW client needs and...SeniorPrivateHigh net worthRemote workCity National Bank
Los Angeles, CA5 days ago$300k
...encompasses a well-rounded background in all aspects of trust and estate planning, including advising high-net-worth individuals and family... ...details Katten, a global Am Law 100 firm, is seeking a Private Wealth Counsel to join its Los Angeles-Century City office. Qualified...PrivateHigh net worthWork at office- ...200 firm is seeking a senior-level trusts and estates attorney to join its private client practice. This opportunity... ...sophisticated estate-planning and tax matters.... ...comprehensive estate plans. Counsel clients regarding... ...Develop tax-efficient wealth-transfer and asset-preservation...SeniorPrivateHigh net worthPrivate practice
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...SeniorPrivateHigh net worth
$120k - $196k
...all begins with you. Wealth & Investment Management... ..., investment, planning, and retirement products... ...Wells Fargo is seeking a Senior Wealth Management Banker... ...commercial client, mortgage or private banking experience... ...in the High-Net-Worth (HNW) and Ultra-High-Net-Worth...SeniorPrivateHigh net worthFull timeWork experience placementWork at officeImmediate start$70k - $200k
...00.00 - $200,000.00Category: Private Client Coverage, Professional... ...WealthCompany: CitiCiti Global Wealth brings together the full... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...through the use of financial planning and excellent discovery and...SeniorPrivateHigh net worthFull timeWork at officeCitigroup
Los Angeles, CA4 days ago$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high... ...individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and...SeniorHigh net worth$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...businesses provide financial planning, investment management,... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...beyond, which may include tax and estate planning, philanthropic...SeniorPrivateHigh net worthWork at office$120k - $180k
OverviewTax Manager | Senior Manager (High-Net-... ...High Net Worth (HNW) Tax Practice in Century... ...strategic tax planning, compliance oversight... ...entities, Trust, Estate, Gift tax returns.Provide... ...related to wealth preservation, estate... ...real estate holdings, private business interests,...SeniorPrivateHigh net worthFull timeFor contractorsWork at officeLocal areaMacias Gini & O'Connell
Los Angeles, CA3 days ago$175k - $225k
...EisnerAmper is seeking an experienced Senior Manager to join our growing Real Estate Tax practice. This individual will serve sophisticated private equity and institutional real estate... ...institutional real estate clients Provide tax planning, structuring, and advisory services...SeniorPrivateHigh net worthLocal areaEisnerAmper
Los Angeles, CA2 days ago$185k - $275k
...industries they serve. We have an immediate opening for a Private Wealth Senior Counsel with a minimum of eight years of experience preferred.... ...experience designing and implementing sophisticated estate plans, including assisting individual and business clients with...SeniorPrivateWork at officeImmediate start$106.5k - $195.1k
...shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly... ...bespoke wealth advisory services, including estate planning, structuring, and transactional... ...client relationships. As a Manager in Private Tax, you will be at the forefront of providing...PrivateHigh net worthSummer holidayFlexible hoursErnst & Young
Los Angeles, CAa month ago$140k - $185k
...services to our clients, including private and public companies, high-net... ...such as Private Equity, Real Estate & Hospitality, Media &... ...to advise and structure estate plans, including charitable and non-... ...leading and supervising a team of seniors and staff accountants ~...SeniorPrivateHigh net worthWork experience placementWork at officeRemote workHCVT
Los Angeles, CA3 days ago$300k
...Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location:... ..., exploring a boutique combination, or planning for long-term practice transition or succession... ...investigations for both public and private sector clients across California. The...SeniorPrivateVisa sponsorshipBryant Staffing Solutions
Los Angeles, CA2 days ago$70k - $130k
...continues to grow! The Senior Associate Wealth Strategist position... ...making wealth transfer planning a primary component... ...its high net worth (“HNW”) and ultra-high net... ...Strategists for tax and estate planning, business... ...client tax or legal counsel. Serve as a subject matter...SeniorHigh net worthTemporary workFlexible hours- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building... ..., proposal tools, and financial planning. As a senior member of the service team...SeniorPrivate
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...related to personal income, estate and gift tax and wealth retention strategies, as well as taxation... ...tax developmentsIdentifies tax planning and consulting...SeniorHigh net worthWork at office
BDO International
Los Angeles, CA4 days ago $126.1k - $253k
...nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding... ...to strategic tax planning, business advisory and... ...including succession planning, wealth transfer planning, and... ...specialists regarding Estate and Gift Planning,...SeniorPrivateHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal areaRSM International
Los Angeles, CA5 days ago$162.1k - $270.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... ...goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the...SeniorHigh net worthFull timeTemporary workWork experience placementM&T Bank
Los Angeles, CA5 days ago$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring... ...providing sophisticated tax planning, consulting and compliance services... ...and preserving their wealth and to meet their financial... ...gift tax returns (709), trusts/estates (1041), private foundations...SeniorPrivateHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hoursForvis Mazars
Los Angeles, CA7 days ago$76k - $88k
...Position Overview Bernstein Private Wealth Management is a premier... ...analytics, and wealth and legacy planning for high-net-worth... ...Collaborate and network with senior professionals throughout the... ...Advanced training on trusts & estates, wealth planning, investment...PrivateHigh net worthFlexible hoursAllianceBernstein Holding L.P.
Los Angeles, CA4 days ago$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in... ...comprehensive, personalized financial plans, estate reviews, and tax analyses for high‑net‑worth... ...plans and analysis for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$150k - $180k
...integrating financial planning, investment management,... ...business management, tax, estate, insurance, and more,... ...primarily to advisors and HNW clients. Essential... ...10 years client facing wealth management experience... ...plus ~ Familiarity with private market investments,...PrivateHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hoursMercer Advisors
Los Angeles, CA15 days ago- Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high... ...multigenerational households. You will execute sophisticated planning initiatives and ensure seamless coordination across the...PrivateHigh net worthWork at office
$74.93k - $153k
...working with individuals, trusts, estates, family offices, investment... ...? If so, Deloitte’s growing Private Wealth practice may be the right... ...2027.Work You’ll DoAs a Tax Senior in our Private Wealth Tax... ...You’ll also contribute to tax planning opportunities and help...SeniorPrivatePrivate practiceWork at officeLocal areaVisa sponsorshipDeloitte
Los Angeles, CA5 days ago- ...Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth...SeniorHigh net worth
- RBC is seeking a Senior Associate Wealth Strategist based in Minneapolis to support wealth transfer planning as a core part of the client experience for high net worth clients. This role primarily assists external Wealth Strategists across the U.S. in collaboration with...SeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Counsel: HNW Estate Planning. Be the first to apply!
Related searches
- senior business development Los Angeles, CA
- american senior communities Los Angeles, CA
- senior technical advisor Los Angeles, CA
- senior devops engineer remote Los Angeles, CA
- senior information technology project manager Los Angeles, CA
- senior vmware engineer Los Angeles, CA
- sr electrical engineer Los Angeles, CA
- sr marketing manager Los Angeles, CA
- senior IT support specialist Los Angeles, CA
- senior dynamics crm developer Los Angeles, CA