Estate Planning Assistant - Private Client (Hybrid SF)
Loeb & Loeb LLP
Loeb & Loeb LLP in San Francisco, CA seeks a Private Client Assistant to support its Private Client team with administrative duties, document drafting, and fiduciary tax filings. The role collaborates with multiple attorneys, including firm partners, and requires strong organizational and proofreading skills. A hybrid schedule is available, balancing three days in office with two remote days in California. The successful candidate will manage client files, perform research, handle time entry and #J-18808-Ljbffr Loeb & Loeb LLP
$120k - $150k
Maven Recruiting Group is seeking a Personal Assistant / House Manager for a confidential executive in San Francisco. The role is hybrid with flexibility to be available as needed... ...supporting high-net-worth individuals or private households, strong organizational skills,...Suggested$150k - $190k
...global law firm is seeking a Partner for its Private Client practice in San Francisco, CA. The ideal... ...individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role offers true hybrid flexibility, with sustainable billing...Private clientPrivate practice- ...Francisco is seeking a Lead Financial Advisor to manage high-net-worth client relationships. The ideal candidate will have 7-15+ years of... ...proven ability to deliver comprehensive financial advice. This hybrid role involves 3 days in the office and offers competitive...SuggestedWork at office
- ...firm seeking an experienced associate in trust and estate planning to join the national Private Client Services Group. The role supports sophisticated planning... ...discretionary bonus, comprehensive benefits, and a hybrid work arrangement. A strong academic record and...Private client
- BPM is seeking a Tax Senior to join our Private Client Services (PCS) or Flowthrough practice in the San Francisco area. You will lead high-quality tax compliance and consulting for diverse clients, including high-net-worth individuals, partnerships, and closely held businesses...Private client
$165k - $175k
...Security Operations Manager (Hybrid), San Francisco Are you interested... ...security solutions for private clients and corporations globally. Concentric... ...in client programs; assist in screening and selecting candidates... ...performance improvement plans, as needed Serve as the...Private clientContract workCurrently hiringLocal areaImmediate startRemote workRelocationOverseasVisa sponsorshipShift work- ...Francisco. This role offers a full-time, partial-remote opportunity within a dynamic environment, supporting ultra-high net worth clients. The successful candidate will oversee financial reporting and compliance, direct a team of accountants, and collaborate with various...Full timeWork at officeRemote work
$135k
Kforce is seeking a Client Advisor - Wealth Management... ...and financial planning needs. This role is hybrid in San Francisco, CA... ...objectives * Assist in the development and... ...transfer planning, estate considerations, and... ...wealth management, private wealth, private banking...- ...is seeking an Administrative Support professional for its Wealth Management division. This hybrid role involves working closely with co‑executors and beneficiaries to manage estate and trust accounts. You shall prepare documentation, monitor estates, and collaborate with...
- ...senior product manager in the San Francisco Bay Area for a hybrid role. You will own the assistant that surfaces and drafts actions around meetings, and... ...user experiences. You will work 2 days per week in the SF office and help push the product forward with rapid iteration...Work at office2 days per week
- SS&C Technologies, Inc. is seeking a Manager of Private Equity & FoF Accounting in San Francisco, CA, a hybrid role overseeing private equity fund accounting, from capital activity to audits. You will lead client relationships, ensure timely reporting, and mentor junior...
- ...Bar Association - LACBA is partnering with a growing private investment firm to hire a Corporate Paralegal to support... ...across private funds, investment management, real estate, and financial services, with a hybrid schedule (3 days onsite). #J-18808-Ljbffr The Los Angeles...
$115k - $145k
A private equity firm in San Francisco is seeking a Finance Operations Associate for a hybrid role. This position supports the CFO with data management, portfolio valuation oversight, and liaising with internal and external stakeholders. Ideal candidates have a BA/BS, 2...Full time- ...accounting background and hands-on operational support. The ideal candidate will have 3-4+ years in accounting, expertise in fund accounting, and a proactive, detail-oriented approach. The position offers a hybrid work model with onsite requirements. #J-18808-Ljbffr Turn/River
$110k - $120k
...movements, settlements, reconciliations, and investment reporting. Hybrid schedule; 3 days onsite. Compensation: $110,000-120,000 plus... ...2+ years of relevant experience with exposure to public and private investments, strong Excel skills, and familiarity with securities...$165k - $185k
A leading private equity firm in San Francisco is seeking a Senior Executive Assistant to provide proactive support for a dynamic team. The ideal candidate has over 9 years... ...salary between $165,000-185,000 plus bonuses, hybrid work options, and a comprehensive benefits...- ...modeling, valuation, due diligence, and client materials. The role collaborates with senior... ...environment. You'll gain exposure to top private equity and venture capital investors... ...within the fintech sector, while working in a hybrid #J-18808-Ljbffr Financial Technology...Full time
- ...Highspring is seeking an Interim Fund Accounting Controller or Assistant Controller for a senior-level, temporary engagement in San Francisco... ...accuracy and adherence to reporting standards. The role is hybrid (in-office 3 days/week in San Francisco) with remote...Temporary workInterim roleWork at officeRemote work3 days per week
- EisnerAmper is seeking a Tax Manager for the Private Client Services (PCS) practice in a hybrid setup with offices in SF. You will oversee multiple engagements, review complex returns, manage staff, and lead client relationships while ensuring tax compliance. The role emphasizes...Private clientPrivate practice
- ...compensation, and industry-leading benefits awaits. Join a prominent Am Law 200 firm with a strong culture, offering hybrid schedules and opportunities to advance while handling high-stakes matters for public and private sector clients in California. #J-18808-Ljbffr JobotPrivate client
- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U... ...on a wide range of matters, including: Estate planning, wills, and succession Wealth structuring... ...culture . The Opportunity True hybrid flexibility : 3 days per week in-office...Private clientPrivate practiceWork at officeWorldwide3 days per week
- Baker Tilly Advisory Group, LP in San Francisco seeks a senior advisor to deliver tax and business advisory services to private equity clients, working with firm leadership and coaching staff to develop their skills and capabilities. You will oversee accounting, bookkeeping...Private clientRemote job
$100k - $125k
...worth homeowners, brokers, and estate managers Ability to assess... ...working within a high-net-worth or private client insurance environment... ...Flexible time off + holidays 401(k) plan Commuter benefits PAT & MAT... ...individuals. If you require assistance Pursuant to the San Francisco...Private clientFull timeTemporary workH1bWork at officeVisa sponsorshipWork visaFlexible hours- ...are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in... ...specialization in individual, fiduciary, estate and gift taxationPreferred/Desired Qualifications... ...their careers in a fulfilling way. A hybrid between a general tax practice and a...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- .... We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...relationships, advise on sophisticated planning strategies, and drive growth through... ...their careers in a fulfilling way. A hybrid between a general tax practice and a...Private clientFull timePrivate practiceLocal area
$125k - $150k
...seeking an experienced Senior Trusts & Estates Paralegal to join a sophisticated private client practice in San Francisco. This... ...returns and related schedules Assist with trust funding, probate... ...private client matters. Schedule: Hybrid, approximately 2–3 days per week...Private clientPrivate practiceWork at office2 days per week3 days per week- Mercer Advisors is seeking an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor... ...wealth advisors, managing a book of Regis clients with balance sheets often exceeding $25M. This hybrid role prefers candidates in San Francisco, Los Angeles...
- Location: San Francisco, CA - hybrid onsite Start Date:... ...consulting sectors. Privately and diversity-owned, we... ...empowers our team and clients to excel. The Opportunity... ...within existing accounts Assist with candidate phone... ...other insurances 401(k) plans with employer matching...Local area
- ...and LATAM. The role focuses on retail execution and omni-channel order management, requiring a systems- and AI-first mindset. This hybrid position requires 3 days in the office weekly. The successful candidate will own PO management, OTIF, inventory reconciliation, and...Work at office
- ...seeking an experienced Tax Director to lead tax planning for high-net-worth individuals and complex... ...partnership and the opportunity to inherit valuable legacy client relationships. Enjoy a competitive compensation package and a hybrid work environment. #J-18808-Ljbffr Stonepath
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