San Jose firm splits its business into four general practice areas: corporate, trusts and estates, commercial litigation, and real estate. Although compensation is below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Job Title: Vice President, Wealth Planner Job Responsibilities: The Vice President,... Wealth Planner at the company... presenting content on various wealth management topics in collaboration... with divisional and Wealth Planning & Advice (WP&A)... resource within the company’s Wealth Management field, offering expertise......
San Jose firm splits its business into four general practice areas: corporate, trusts and estates, commercial litigation, and real estate. Although compensation is below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among...
involves providing sophisticated counsel on estate planning, wealth transfer, and tax-related matters... for high-net-worth individuals, families, and business clients. The ideal candidate demonstrates strong technical expertise, excellent client-facing capabilities, and the ability to deliver strategic legal solutions in a dyna...