Private Client Services Associate Mid-Level to Senior
Overview
Everforth CyberCoders seeks a Private Client Services Associate with 5-9 years of experience in Los Angeles offering competitive compensation up to $320000+. This full-time onsite role involves advising high net worth individuals on complex tax and estate planning while collaborating with legal and financial professionals.
What You'll Do9
- 1Advise high net worth and ultra-high net worth individuals on estate planning wealth transfer tax strategies
- 2Draft and review sophisticated estate planning documents trust instruments and charitable planning structures
- 3Assist with California property tax planning residency planning and international client mobility
- 4Handle foreign trust matters support pre-liquidity and post-liquidity event planning
- 5Advise fiduciaries and beneficiaries on post-death trust administration probate income tax planning and compliance
- 6Collaborate with attorneys across corporate income tax employment and real estate practices
- 7Maintain direct client communication and contribute to professional development publications
- 8Participate in private client services conferences and industry events
- 9Support complex domestic and international client matters involving tax wealth transfer and fiduciary issues
Requirements9
- 1Licensed attorney in California with 5-9 years private client services experience
- 2Strong expertise in estate planning wealth transfer tax and generation-skipping transfer planning
- 3Proven ability to manage high net worth client relationships with professional discretion
- 4Demonstrated interest in tax technical practice through coursework or LL.M program
- 5Experience with California property tax planning residency and international mobility matters
- 6Familiarity with foreign trust administration and U.S. asset considerations
- 7Background in fiduciary income tax planning probate administration and dispute resolution
- 8Ability to engage in interdisciplinary collaboration with legal and financial advisors
- 9Commitment to long-term professional development and industry thought leadership
Salary Insight
$265 - $320k per year
Location
Required Skills
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