UHNW Estate Planning Partner - Family Office Lead
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Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors and manage UHNW clients with sophisticated estate planning needs. This hybrid role emphasizes integrated wealth planning, fiduciary rigor, and coordinating across investments, tax, and estate strategies to deliver exceptional client outcomes. #J-18808-Ljbffr Socket.dev
- ...Advisors seeks an exceptional Tax Partner for Regis to lead tax engagements for ultra-high net worth families. You will serve as the lead... ...individual, fiduciary, and estate planning, with strong client-... ...deliver comprehensive family office services. #J-18808-Ljbffr Mercer...Work at office
$250k - $400k
...has been helping families amplify and... ...integrating financial planning, investment... ..., tax, estate, insurance, and... ...integrated family office offering. We bring... ...Estate Planning Partner - Regis to serve... .... You will lead engagements alongside... ...gravitas that UHNW families expect...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$250k - $400k
...has been helping families amplify and... ...integrating financial planning, investment... ...management, tax, estate, insurance, and... ...integrated family office offering. We bring... ...exceptional Tax Partner - Regis - to serve as the lead tax advisor,... ...and gravitas that UHNW families expect...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$250k - $400k
...has been helping families amplify and... ...integrating financial planning, investment... ..., tax, estate, insurance, and... ...integrated family office offering. We bring... ...Estate Planning Partner - Regis to serve... .... You will lead engagements alongside... ...gravitas that UHNW families expect...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$75k - $125k
...client ratio of 8-12 families per advisor. This ratio... ...businesses provide financial planning, investment management... ..., as well as family offices, foundations and... ...clients and customers, and leading-edge technology, data,... ...and planning, estate planning and wealth transfer...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement$85k - $145k
...has been helping families amplify and simplify... ...financial planning, investment management... ...management, tax, estate, insurance, and more... .... Job Summary The Partner, Market Leader is... ...wealth advisor while leading a small team of other... ...of remote and office work in a professional...Work at officeTemporary workLocal areaRemote workMonday to FridayFlexible hours- RSM, a leading professional services firm, seeks a Federal Tax Partner for Family Office or UHNW clients in San Francisco. You will lead client service, growth, and leadership across the tax line, guiding teams and delivering high‑quality tax solutions. Requirements include...Work at office
- We are the leading provider of professional services... ...like RSM.Affluent families and their family offices face increasingly... ...structures, succession planning, risk, and reporting... ...serves as a trusted partner, supporting families... ...partnership, estate & gift taxation with...Work at officeFull timeLocal area
- ## Federal Tax Partner - Family Office or UHNWApplylocations: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR120452We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in...Work at officeLocal area
- ...We are looking for a senior partner success and learning professional... ...solutions at scale. This role leads the enablement strategy and... ...-sales teams. Lead ongoing planning conversations, enablement reviews... ...dives, executive briefings, office hours, train-the-trainer programs...Work at office
$250k - $325k
...Property and Construction Lead Job Description Atlas... ...A distinguished family office seeks an exceptional Property... ...of residential estates and high-value construction... ...in architectural plans, construction specifications... ..., ensuring all partners meet the family's exacting...Work at officeFull timeContract workFor contractorsImmediate startRemote work$350k
...Counsel, or Income Partner to join its... ...Clients, Trusts & Estates practice. This position... ...any ArentFox Schiff office location... ...include advising family offices and closely... ...and testamentary planning strategies, and being... ...adapting plan as needed, leading the team to project...Work at officePrivate practiceFlexible hoursShift work$25 per hour
...over 3,700 children, youth, and families each year. Our vision is to... ...Program Overview:The Parent Partner Program works with over 1,000... ...responsible for the following: Planning, Communication, and... ...for Families ~During regular office hours, during pre-scheduled appointment...Work at officeWork experience placementImmediate startWeekend workAfternoon shift- ...Jeff Saccacio, Head of Family Office Services (FOS) Travel... ...respected tax and estate planning leaders, you will help... ...cultivating strategic partners, and expanding a best-... ...Strategy Support and help lead complex trust & estate... ..., private bank, or UHNW wealth platform Strong...Work at office
- RSM US LLP is seeking an experienced Tax Partner in San Francisco, California. This role requires a Bachelor's degree in Accounting with... ...years of public accounting experience. As a Tax Partner, you will lead tax engagements, advise clients on tax matters, and manage...Work at officeFlexible hours
$221k - $258k
...its brand. The Events Partner for New Media is a... ...move between strategic planning and ground‑level logistics... ...The role will require in‑office presence from time to... ...excited to: Design and lead a suite of high‑impact... ..., age, marital or family status, disability, veteran...Work at officeContract work- ...Advisors is seeking an exceptional Tax Partner for Regis to serve as lead tax advisor and subject-matter expert for ultra-high-net-worth families. You will oversee tax outcomes,... ...wealth advisors, and drive sophisticated planning and compliance across complex international...
$189k - $221k
...San Francisco or Menlo Park office, you will serve as an escalation... ...situations as you do to leading a complex SaaS integration project... ...diligent and rigorous planning and execution of all IT activitiesBuild... ...identity, age, marital or family status, disability, Veteran...Work at office- ...app-building platforms. We partner with the leading tools developers use to generate... ...grown from a tiny corner office in Berkeley, CA to a global... ...and joint product planning through launch and scale, working... ...color, disability, ethnicity, family or marital status, gender...Work at officeWorldwide
$167k
We are looking for a Lead Employee Relations Partner to serve as the primary advisor and escalation point... ...‑time, regular employees Our in‑office work policy is designed to keep you... ...parents Access to Maven, a family planning tool, with $15k lifetime reimbursement...Work at officeFull timeLocal areaRemote workNight shift- ...Search in San Francisco is seeking a Family Office Head of Tax to lead tax strategy for ultra-high-net-... ...You will oversee a team, drive planning, compliance, and risk management, coordinating with legal, estate planning, and finance partners. The role requires deep...Work at office
$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services for ultra-high net worth clients. The role involves managing complex financial strategies and relationships with a select portfolio...Work at office- ...seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will receive... ...advisors. The role focuses on comprehensive financial planning, investment and tax services for ultra-high-net-worth families...Work at officeApprenticeship
$165k - $210k
...to help the West Coast office achieve its ambitious... ...(but not limited to) estate planning, charitable giving, and... ...monitoring new investments and leading initial meetings in... ...(e.g., endowment / family office portfolio... ...Benefits and Compensation Partners Capital is committed...Work at officeTemporary workLocal areaFlexible hours- ...Compensation Programs Lead to own and drive our core... ...tooling that power our planning processes. You will... ...closely with People Business Partners and Finance to ensure... ...AI is reshaping job families, and evolving incentive... ...having employees working in-office to foster a...Work at office3 days per week
- ...workflows you use today.ROLE OVERVIEWThe Global Partner Lead (GPL) owns the global strategy and... ...partner-level strategy, joint business plans, goals, and expectations for each named... ...hybrid work arrangement that prioritizes in-office collaboration. Employees are expected to...Work at officeLocal areaFlexible hours3 days per week
- ...training and research, serving families in which one or more members... ...responsive care in treatment planning and service delivery. Help... ...Proficiency in Microsoft Office (Word, Excel, PowerPoint, OneDrive... ...organizational managers, partner organizations, and communities...Work at officeWork from homeFlexible hoursAfternoon shift
$197.3k
General Information Job Title Lead, Product Management &... ...development from research and planning to execution. You'll contribute... ...at all levels and with multi-office/region teamsWorking Location and... ...most important to you and your family.Bain pays 100% individual employee...Work at officePermanent employmentFull timeLocal areaHome office3 days per week- ...Employees must live within a commutable distance of one the listed offices (Los Angeles or San Francisco, CA, Seattle, WA, Denver, CO... ...-edge tools to solve meaningful problems. As the Anthropic Partner Solution Lead, you’ll partner with cross-functional teams, including...Work at officeTemporary workLocal area
$225k - $285k
...RoleThe Site Selection Lead sets the site-... ...with cross-functional partners, what makes a site... ...and deployment plans.Key ResponsibilitiesOwn... ..., commercial real estate, or a related field... ...insurance for you and your family, with employer... ...company office closures throughout...Work at officeLocal areaFlexible hours
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