Private Wealth Associate — Estate Planning & Tax (4-8 yrs)
Husch Blackwell LLP
Husch Blackwell LLP in the United States seeks a Private Wealth Associate with four to eight years of experience, preferably in California or related markets, with strong estate planning and drafting skills. Prior law firm experience is required and bar admission in the relevant state is expected or to be obtained promptly. The firm values diversity and inclusive teams across its offices, including the virtual office, The Link. #J-18808-Ljbffr Husch Blackwell
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Job Description Job Duties: Associate, Business Development with Goldman... .... Create comprehensive wealth management plans for high-net-worth individuals... ...service offerings, including tax and estate planning, philanthropic planning, and private banking and lending services....PrivateTax- BCG Attorney Search in Los Angeles seeks a Private Wealth Counsel with extensive experience in high net-worth estate planning and admission to the California State Bar. You... ...client-relations skills, meticulous probate and tax filings, and the ability to thrive in a fast-...PrivateTax
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...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... ..., probate filings, and estate and gift tax planning. Ideal candidates thrive in a fast-paced...PrivateTax- 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...PrivateTaxWork at office
$201.81k - $382.6k
...High Net Worth Tax Managing DirectorAre... ...Director! Our private wealth practice... ...family offices, estates and trusts in managing... ..., succession planning, valuation and... ..., helping associates meet their professional... ...spaceEight (8)+ years'... ...taxationFour (4)+ years supervisory...PrivateTaxPrivate practice- ...philanthropic aspirations.4. Works with team of... ...and implement customized Wealth Management strategies for... ...giving, wealth transfer, and tax services.6. Develops... ...client relationships.8. Contributes to organic... ...including investment, tax planning, estate planning, and family governance...PrivateTaxFull timeTemporary workFlexible hours
$106.5k - $195.1k
...The opportunity Our Wealth Tax Advisory Practice is a rapidly... ...advisory services, including estate planning, structuring, and transactional... ...relationships. As a Manager in Private Tax, you will be at the... ...Typically, no less than 4 - 6 years relevant experience...PrivateTaxSummer holidayFlexible hours- Focus Partners in Santa Monica seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk management, tax, estate, and investments. The role partners with Wealth Advisors to maintain client relationships...Tax
- ...DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors... ...EFFECTIVE DATE: 8/7/2025 SUMMARY:... ...Financial, Estate & Retirement Planning. As a member of an... ...similar preferred Some tax background a plus...Tax
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...TeamWe are a sophisticated tax, accounting, and... ...family office and real estate private equity sponsors with tax... ...and estate compliance and planning. This position is due to... ...are seeking a CPA with 8 – 12 years of experience... ...investment plan options with 4% matchFlexible PTO...PrivateTaxWork at officeLocal areaRemote workFlexible hours$185k - $230k
Trust, Estate, and Inheritance Dispute (TEID... ...at resolving private wealth disputes, including... ...highly motivated associate to join its Trust,... ...ExperienceBetween 2 - 4 years of directly... ...accounting, or wealth planning issues is... ...Private Client and Tax DivisionToday, we...PrivateTaxWork at officeLocal areaRemote workWeekend workAfternoon shift3 days per week- ...Tilly US is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice, manage complex... ...leadership to deliver sophisticated tax planning for wealthy individuals, families,... ...businesses. The role requires a CPA or JD, 8+ years in tax planning, and...PrivateTaxPrivate practice
$180k - $225k
...is a premier investment and wealth management firm with a commitment... .... Our investment managers, tax and estate planning professionals work together... ...candidates will have:8-10 years' experience in financial... ..., Business Development, Private Wealth Management, Wealth Director...PrivateTaxFull timeWork at officeLocal area$100.35k - $205k
...and their trusts, estates, family offices, investment... ...to complex tax issues? Do you not... ...’s growing Private Wealth practice! Recruiting... ...projects related to tax planning opportunities and... ..., or LLMPrior Big 4 or large CPA firm... ...differential associated with the location...PrivateTaxPrivate practiceWork at officeLocal area$175k - $200k
...Senior Client Development, Private Wealth Lido Advisors, LLC, an established and expanding... ...services, including legacy and estate planning, tax advisory, bespoke alternative investments... ...Requirements ~ Bachelor's Degree ~8+ years in a high growth and dynamic sales...PrivateTaxLocal areaFlexible hours$182.7k - $339.3k
...NY City/Tri-state area of Wealth Management. Represents... ...Commercial, Business and Private Banking teams to expand brand... ..., investment, trust or estate planning experience working with complex tax and legal issues; alternatively... ...legal issues. Minimum of 4 years of managerial...PrivateTaxWork experience placementLocal area$96k - $125k
...the Boundless Horizons of Tax, Valuation, and Business... ...your success!The RoleSenior Associates in our Cost Segregation... ...of various client tax planning service teams across industry... ...residential rental real estate, telecommunications, private wealth, and finance and banking....PrivateTaxFull timeFor contractorsWork experience placementH1bWork at officeLocal areaWork visa- City National Bank seeks a Private Wealth Analyst to support private banking client teams with investment analysis and financial planning materials for high-net-worth clients in the region... ...planning, and collaborate with Tax and Financial Planning teams. You will...PrivateTax
$63.25k - $121.2k
...Financial Planner (CFP) - Private Banking Location... ...sophisticated planning advice to clients... ...topics, including: wealth structuring for HNW... ...and business owners; estate planning; financial planning; income tax planning for... ...Undergraduate Degree (4 years or equivalent...PrivateTaxWork at officeLocal areaDay shift- ...Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will... ...service, marketing support, reports, and financial planning materials with senior service team guidance....Private
$87.03k - $138.97k
PRIVATE WEALTH ANALYSTWHAT IS THE OPPORTUNITY?Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals... ....Collaborate closely with Tax and Financial Planning team.Lead...PrivateTaxBank staffRemote workShift work$230k - $350k
...Angeles. Joining their dynamic Tax, Trusts & Estates Department, you will work... ...offices, emerging businesses, and private companies. Why Join Strong... ..., and sophisticated wealth preservation strategies. Key... ...Requirements Law Firm Experience: 4 to 8 years of law firm practice...PrivateTaxImmediate start- ...law firm in Los Angeles to recruit a Private Wealth Partner. The role focuses on sophisticated wealth planning for high-net-worth individuals, families... .... The partner will advise on complex estate, gift and generation-skipping tax planning, lead business development, and...PrivateTax
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