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17 private client services associate mid level to senior jobs found
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G.M. Crisalli & Associates, Inc.
New York, NY
Aug 13, 2026
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Atwell, LLC
United States
Aug 09, 2026
DC
Job Description
Job Description
Private Client Services Associate (Mid-Level to Senior)
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate and generation-skipping transfer tax planning, California property tax planning, residency planning, foreign trust matters, post-death trust and probate administration, fiduciary income tax planning, trust and estate disputes, fiduciary and beneficiary litigation, charitable planning, grant making, and nonprofit administration for high net worth and ultra-high net worth individuals and families.
Offer:
Salary range: $265,000-$320,000+, contingent on experience
Full-time onsite role in a sophisticated Los Angeles-based private client services practice
Opportunity to work directly with high net worth and ultra-high net worth clients, families, fiduciaries, and trusted advisors
Access to complex domestic and international tax, wealth transfer, estate planning, succession planning, and fiduciary matters
Professional development support, technical training, publication opportunities, and participation in leading industry conferences
Collaborative platform with attorneys across corporate, income tax, employment, real estate, entertainment, and environmental practices
Comprehensive benefits package, including medical, dental, vision, retirement benefits, paid time off, and additional firm-sponsored benefits
Qualifications:
Licensed and in good standing to practice law in the State of California
5-9 years of experience in private client services, estate planning, tax, trusts and estates, fiduciary administration, or a closely related practice area
Strong interest in sophisticated private client services work involving high net worth and ultra-high net worth individuals, families, fiduciaries, and advisors
Demonstrated interest in technical tax practice through coursework, prior professional experience, or an LL.M. program is preferred but not required
Experience with estate planning, wealth transfer planning, gift and estate tax issues, generation-skipping transfer tax planning, trust administration, probate administration, charitable planning, or fiduciary matters is strongly preferred
Ability to manage frequent direct client and advisor interaction with professionalism, judgment, and discretion
Strong academic credentials, excellent writing skills, and the ability to analyze complex tax, fiduciary, and estate planning issues
Interest in long-term professional development, technical excellence, thought leadership, and active participation in the private client services industry
Responsibilities:
Advise high net worth and ultra-high net worth individuals and families on estate planning, wealth transfer planning, tax planning, succession planning, and fiduciary matters
Draft and review sophisticated estate planning documents, trust instruments, charitable planning structures, governance documents, and related client materials
Counsel clients on advanced gift, estate, and generation-skipping transfer tax planning strategies
Assist with California property tax planning, residency planning, and planning for domestic and international client mobility
Handle matters involving foreign trusts with U.S. assets or U.S. beneficiaries
Support pre-liquidity and post-liquidity event planning for individuals, families, business owners, and closely held enterprises
Advise fiduciaries and beneficiaries on post-death trust administration, probate administration, fiduciary income tax planning, and related compliance issues
Work on trust and estate disputes, fiduciary litigation, beneficiary litigation, and contentious administration matters as needed
Collaborate with attorneys across corporate, income tax, employment, real estate, entertainment, and environmental practices on interdisciplinary client matters
Maintain direct communication with clients, family offices, fiduciaries, accountants, financial advisors, and other trusted advisors
Contribute to professional development, industry visibility, publications, presentations, and participation in private client services conferences and organizations
Benefits
Medical (PPO and HMO options)
Dental
Vision
FSA and HSA
Life Insurance (1 years salary)
ADD
Short and Long term disa
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