Job Title: Wealth Strategist Job Responsibilities: The Wealth Strategist... member of the Strategic Wealth Advisory Group, focusing on... clients' goals. This role is highly visible within the Private Wealth Management (PWM) sector and... involves close collaboration with advisors and management in designate...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal... research and prepare memoranda on estate, tax, and trust issues. -...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
for guiding clients through wealth transitions by providing estate... planning that is clear, creative, and enduring. The key responsibilities include: - Planning foundational (revocable) estate planning for clients from start to finish, which involves the initial interview, plan design and drafting,...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams catering to a diverse range of sophisticated clients. These clients may include some of the...
Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some of...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team participation and invite opinions from all team members, including quieter members. -...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will offer the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, aimed...
Title . Private Bank - Private Business Advisory - Executive Director Job Responsibilities - Provide thought leadership and expertise to business owner clients and internal partners. - Discuss transition options and the current market environment in group and one-on-one settings....
Associate - Winter 2026 San Francisco, CA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth transfer strategies, and tax... law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in...