Personal Wealth Lawyer Jobs in San Francisco

Attorney Editor - Trusts and Estates The candidate will handle project management of new titles, new editions and updates including meeting deadlines, creating and maintaining schedules, and overall responsibility for adhering ..

Private Client Services Tax Manager The candidate assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and ..

Banker/Vice President Duties: Accountable for identifying and developing client relationships within the cross border, ultra-high net worth market. Leads new client acquisition and retention through a broad knowledge of investments, banking, ..

Senior Counsel – Technology The candidate will provide effective legal and regulatory advice and support for enterprise-wide, customer-facing digital channels. Legal responsibilities will focus principally on digital and mobile product development ..

A law firm in San Francisco, CA, is seeking a dedicated Estate Planning/Estate Administration Attorney to join their team. The successful candidate will focus on foundational estate planning and occasionally oversee ..

Job Overview A well-established and growing law firm in San Mateo, California, specializing in Trusts, Estates, Probate, Trust Administration, and Litigation, is seeking an Estate Planning Associate. The firm offers a ..

Estate Planning Tax Manager - Private Client Advisory Duties: Support complex estate planning engagements to meet our clients’ personal, family, and business goals and facilitate the effective transfer of wealth. Research ..

u003cpu003eu003cspan style=font-weight: 400;\u003eOver the past 15 years, we have seen a shift in the focus of business models across every industry – from selling physical products via one-time transactions to monetizing ..

Estate Planning Associate The candidate will be working with clients to design and implement estate plans ranging from simple to complex instruments. Working with clients and advisors to commence and complete ..

Director, Wealth Advisor Responsibilities: Proactive and effective ... solutions. Development of a comprehensive personal and financial wealth profile on the client and ... client’s family including identification of wealth-related life..

PCA Tax Director - Estate and Gifts The candidate will guide clients through complex estate planning scenarios to meet their personal, family, and business goals and facilitate the effective transfer of ..

Associate - Wealth Management The candidate will participate in internal strategy discussions for clients. Will assist with the coordination and integration of projects and analyses done by the various groups. Review ..

Managing Director, Estate & Business Planning Specialist The candidate will guide by the firm's philosophy of providing personalized service, the firm Trust Company (FRTC), a division of the bank, provides personal ..

Advanced Wealth Planning Strategist Responsibilities: Work with ... Present and illustrate specific advanced wealth planning concepts such as, GRAT, ... meeting individual family and client wealth planning needs by delivering..

Private Client Advisory - Tax Senior Manager - Estate Planning Duties: Guide clients through complex estate planning scenarios to meet their personal, family, and business goals and facilitate the effective transfer ..

Cross-Border Wealth Advisor Duties: Build and lead strong, long-term client relationships. Work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of ..

Advanced Wealth Planning Strategist, SVP The candidate ... will report to the SVP, Wealth Planning Manager and will work ... organization. Work closely with the Wealth Group Executives (Sales Managers)..

Private Client Services Tax Manager The candidate will be managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, Scorp, and Partnerships) as well as ..

Job TitleEstate Planning AttorneyJob OverviewA respected law practice based in Oakland, CA is expanding its estate planning division and seeks a dedicated attorney with specialized knowledge in trust-based planning and asset ..

Asset and Wealth Management Tax Manager Duties: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage ..

Senior Counsel – Digital The candidate will provide effective legal and regulatory advice and support for enterprise-wide, customer-facing digital channels. Legal responsibilities will focus principally on digital and mobile product development ..