Private Client Partner — Cross-Border Estate Planning
The Los Angeles County Bar Association - LACBA
The Global Law Firm with a boutique feel seeks a Partner or Partner Group to join its leading Private Client practice in the United States. You will leverage cross-border capabilities and experience with high-net-worth matters to serve a distinguished client base. The opportunity offers true hybrid flexibility (3 days in-office per week) and a platform with global reach, supporting collaboration across jurisdictions and offices for sophisticated estates, trusts, and wealth planning work. #J-18808-Ljbffr The Los Angeles County Bar Association - LACBA
$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations... ...the practice provides integrated, cross-border advice that most domestic firms cannot match. Practice Overview Estate planning, wills, and succession Wealth...Private clientPart timePrivate practiceWork at officeWorldwide3 days per week$215k - $390k
...opportunity to work with clients, large and small,... ...provide tax planning and advice to... ...corporations; large privately-owned businesses;... ...including U.S., cross-border, and state and... ...formation; real estate investment/financing... ...we also regularly partner with our firm’s...SuggestedFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours$150k - $210k
...positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families... ...and activities Develop tax planning opportunities arising from... ...firms, with approximately 450 partners and 4,500 employees across the...Private clientFull timeFixed term contractLocal area- ...Trusts & Estates Attorney OpportunitySan Francisco | Hybrid/Flexible by LocationOur client is a nationally recognized, growth-oriented law... ...attorneys to join its expanding private client practice across... ...attorneys who want sophisticated planning and litigation work, strong...Private clientPrivate practiceWork at officeFlexible hours
$135k - $230k
...as well as International and Private Client services. This Tax Senior... ...aspects of tax engagements, from planning to completion, to include... ...individual, fiduciary, gift and estate and other tax returns,... ...team cultureCollaborating with partners and senior leadership on...Private clientFull timeLocal area$95k - $160k
...as well as International and Private Client services. This Founders &... ...aspects of tax engagements, from planning to completion, to include... ...individual, fiduciary, gift and estate and other tax returns,... ...team cultureCollaborating with partners and senior leadership on...Private clientFull timeLocal area- ...| Hybrid/Flexible by Location Our client is a nationally recognized, growth... ...firm seeking experienced Trusts & Estates attorneys to join its expanding private client practice across several key... ...attorneys who want sophisticated planning and litigation work , strong client...Private clientPrivate practiceWork at officeFlexible hours
$200k - $220k
...decisions, across every business area.As a Client Partner, you will partner with senior executives... ...to client requestsCollaborate with cross-functional team members to deliver exceptional... ...to Have Background in Data Analytics / Planning / ML/AI Supply Chain experience $200,000...Full timeWork at officeRemote workFlexible hoursShift work$107k - $161k
...other digital services.We’re looking for a Client Partner to join our global Small and Medium... ...operational customer servicePartner with other cross-functional teams on structuring and... ...success on Snap according to the Playbook & Planning Principals, while also balancing client...Full timeLive inWork at officeLocal area$90k - $105k
...worth and ultra‑high net worth clients. Prepare client balance... ...for clients’ financial and estate planning needs. Participate in equity... ...exposed to and involved in direct private investments, client... ...resilient investment portfolios, partner with inspired entrepreneurs...Private clientWork at office$200k - $250k
Estate Planning Advisor We are seeking an Estate Planning Advisor to lead... ...knowledge with practical, client-facing advice in a collaborative... ...prospects, and professional partners Qualifications 5-10 years... ..., or related areas (e.g., private client services, tax, or wealth...Private client$210k - $250k
...Boutique California law firm specializing in estate planning, trust administration, probate and... ..., families, and high-net-worth clients plan for the future, resolve disputes,... ...planning, international estate planning and cross-border issues, fiduciary income tax issues,...Local area- ...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 on...Private clientPrivate practice
- ...applicants Direct message the job poster from ClifyX The Client Partner will be responsible for Strategic account planning to drive growth Responsibilities P&L ownership... ...internal and external stakeholders, including cross-functional teams Understanding the client’s...Flexible hours
$89.5k - $166.9k
...different and how you can make your mark as a Private Client Advisor Manager at MMA. Marsh... ...colleague development, training, and succession planning, ensuring our team is well-prepared for... ...goals for referrals, new business, and cross-selling opportunities for Client...Private clientMinimum wageContract workLocal areaNight shift$200k - $300k
...0.00 - $300,000.00Category: Private Client Product Services, Executive,... ...leverage a wide array of internal partners.Leverage existing client... ...investments with wealth planning and private banking services... ...optimize client service and cross-marketing opportunities.Work...Private clientFull timeLocal area- Ashurst Perkins Coie LLP is a leading international law firm seeking an experienced associate in trust and estate planning to join the national Private Client Services Group. The role supports sophisticated planning and administration, with a focus on high-level client...Private client
- Jobot is seeking an Estate Planning Associate in California to handle sophisticated trusts and estates matters for individuals... ...and families. The role emphasizes hands-on client interaction, collaboration with a private client team, and integration of planning with tax,...Private client
$250k
...0,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany... ...a wide array of internal partners. Leverage existing client... ...alternative investments with wealth planning and private banking services... ...optimize client service and cross-marketing opportunities....Private clientFull timeLocal area$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within... ...experienced in all aspects of estate, income, gift, and trust tax... ...retirement, and life insurance planning.A Tax Manager, Private Client... ...business lines to increase cross service opportunitiesPeople Development...Private clientPrivate practiceWork at office$250k
...0,00 - $500 000,00Category: Private Client Product Services, Executive,... ...resources, policy formulation and planning. Primarily affects a sub-... ...relationships with key partners throughout CPB and the wider... ...clients. Actively look for cross sell opportunities in others...Private clientFull timeTemporary work- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on... ...relationships, advise on sophisticated planning strategies, and drive growth through... ...client relationships by identifying cross-service opportunities and delivering...Private clientFull timePrivate practiceLocal area
$175k - $225k
...Estate Planning Associate | Solid Boutique Salary: $175,000 - $225,000 per year Our client is a well-regarded law firm with a strong focus on advising individuals, families,... ...complex trusts and estates matters. The firm’s private client practice is known for delivering...Private clientPrivate practiceLocal area$102k
...professionals to join our advertising division. As Client Partner, you will build strategic partnerships... ...needs. Serve as an indispensable cross-functional partner across Product,... ...influence senior decision-makers. Strategic Planning: Ability to build and implement sales plans...Full time- ...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... ...family offices, and managing sophisticated planning strategies. Duties Advise family offices and closely...Private clientPrivate practiceFlexible hoursShift work
- ...elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities Develop tax planning opportunities arising from inbound and outbound cross-...Private clientFixed term contractLocal area
$75k - $125k
...firm's most strategic clients. You will work with advisors... ...provide financial planning, investment management,... ...technology, data, and design.Private Family OfficeThe... ...preparation and planning, estate planning and wealth... ...Proven track record with cross-training, task-sharing...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...Job Description Tax Manager – Estate, Gift & Trust (Top National Firm... ...taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net... ...in fiduciary tax, estate planning, and trust structures and want...Private clientPrivate practiceWork at officeRemote workFlexible hours
- ...Joining Henley & Partners As the leading global citizenship... ...& Partners helps clients navigate the complex... ...migration and citizenship planning. Why Choose Henley &... ...s talk about you! As a Private Client Advisor, you... ...identifying referral and cross-selling opportunities....Private clientLocal areaWorldwideFlexible hours
$200k - $300k
...strategies for the area. Citi Private Bank’s objective is to... ...ultra-high net worth clients in the US.... ...wide array of internal partners. Leverage existing client... ...investments with wealth planning and private banking services... ...optimize client service and cross-marketing opportunities...Private clientFull timeLocal area
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