Creative Planning Jobs in Usa

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis US Yogurt, part of the Lactalis family of companies, is currently hiring an Associate Manager, Portfolio Strategy & Planning based in Bedford, NH.

The Associate Manager, Portfolio Strategy & Planning will contribute to the strategic development, storytelling, commercialization and execution of retail initiatives across retail channels. This role will be the go-to headquarter partner for the Field Sales team - collaborating throughout the selling process to deliver the strongest, insight-driven narratives while working internally with Brand Marketing, Supply Chain, Operations, Trade Planning and Finance to ensure optimal execution of priorities. This role will specifically be responsible for the commercialization of Stonyfield Kids & Baby Products, sales strategy and performance analytics. The Associate Manager, Portfolio Strategy & Planning reports to the Senior Manager, Portfolio Strategy & Planning.

From your EXPERTISE to ours

Key responsibilities for this position include:

Strategic Thought Leadership

• Contribute to the development of the Stonyfield Sales Strategy, utilizing point of sale data, shopper insights and trends. Partner with the Field Sales team to tailor strategy across customers - prioritizing innovation based on assortment gaps, regional trends, and internal capabilities.
• Manage Innovation Plan, working collaboratively with Marketing to ensure the right innovation is developed and shepherded through the commercialization process. Ensure critical sales deadlines are met without sacrificing the quality of the proposition.
• Utilize category management skills to develop fact-based sales presentations employing brand research to include customer and consumer syndicated data such as AC Nielson, IRI, Spins. Incorporate this information into on-going planning and decision making for focus brand(s).
• Collaborate with internal functions and customer teams to create innovative brand solutions to accelerate brand growth that address critical plan risks. Represent the voice of sales to the headquarter teams - ensure clear communication to the field sales team of changes in the plans and implications.
• Provide data-driven insights of brand(s) business trends, marketing strategies, competitive landscape, and regional/channel risks and opportunities; help develop the strategy that ties brand, category and customer plans together.

General Management & Executional Excellence

• Partner with Demand Planning and Brand Marketing to contribute to the forecasting process for Stonyfield. Coordinate the brand Risks & Opportunities, develop communication and action plan. Partner with the customer strategy team to ensure that accepted item volumes, reset timings, and promotions are all accurately reflected in monthly demand plan.
• Enable connectivity between field sales team and brand team, ensuring appropriate focus on priorities, adherence to brand guidelines and Topline partnership from concept to launch.
• Partner with Finance and Brand Marketing to develop project P&Ls; lead development and communication of recommendations based on financial analysis, project rationale and operational feasibility.

WORK CONDITIONS

• Travel may be required occasionally.
• Extended hours may be necessary depending on the business needs.
• Reasonable accommodation may be made to enable individuals with disabilities to perform these essential duties and responsibilities.
• This position requires physical presence in the office, in accordance with the guidelines of the Hybrid Work Policy. The current policy requires 3 days per week in-office, and 2 days per week work from home.

Requirements

From your STORY to ours

Qualified applicants will contribute the following:

• Bachelor's degree or equivalent (8 years) is required; an MBA is preferred.
• 5+ years of CPG Sales or Brand Marketing required.
• Category Strategy, Sales Strategy & Planning and/or Trade Marketing experience a plus.
• Advanced Excel and PowerPoint skills required.
• Proven experience with syndicated data and decision data/tools such as IRI, Nielsen, Spectra, Numerator, Scintilla, HH Panel, SPINs, Symphony, Numerator.
• General knowledge of the Commercialization process.
• Proven ability to lead and drive complex initiatives successfully by collaborating across various divisions and departments.
• A highly collaborative and open-minded approach, prioritizing team success and collective goals over individual recognition.
• Capacity to rigorously analyze data and complex situations to determine root causes, assess impacts, and select the most appropriate information for effective decision-making. Must be skilled at translating complex data into clear, compelling presentations (e.g., PowerPoint).
• Ability to develop and clearly articulate long-term strategies while consistently delivering on short-term results and business objectives.
• Excellent written and verbal communication skills, including the ability to clearly transmit and receive information, effectively listen to and consider various viewpoints, and communicate persuasively across all organizational levels and departments.
• Strong foundational understanding of the business, enabling effective navigation and successful management of various business scenarios.
• Skilled in structuring complex problems, developing detailed and effective solutions, and maintaining strong attention to detail throughout the process.
• Proven ability to thrive in a fast-paced environment, concurrently manage multiple projects under pressure, meet strict deadlines, and proactively identify potential issues to prevent roadblocks. Requires a positive and proactive \"can-do\" attitude.
• Expertise in analyzing sales data, formulating meaningful business insights, and leveraging that data to build actionable recommendations that drive business growth opportunities.

At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

Under the general direction of the Health Plan Management leadership, the Health Plan Management Associate will work closely with the Health Plan team to support key initiatives for a select group of Health Plan clients that result in exceptional service and attentiveness to client needs.

The Health Plan Management Associate must be a reliable selfstarter who thrives in a fastpaced, challenging environment, maintains a positive attitude, and demonstrates strong attention to detail and multitasking abilities.

Essential Duties and Responsibilities

• Acts in a support role for a book of business within the HP management team supporting Health Plan Managers with their accounts.
• Internal and external coordination, tracking of requests, and driving resolution of issues across various internal and external teams, building strong relationships along the way.
• Performance Guarantee and Service Level Agreement Tracking
• Tracking & submission of security audit/inquiries.
• Provide regular status reporting to track project/tasks progress against goals, objectives, and timelines.
• Develop and own a project management tracking system that enables efficient monitoring of key tasks and ensures consistent followthrough.
• Maintaining Health Plan Partner playbook.
• Coordinating and monitoring Marketing activities, triaging issues as required.
• Other requests to support the overall Health Plan book of business.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Required Qualifications

• A Bachelor's degree from a four-year college or university.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Outlook.
• Possesses excellent communication and presentation skills, both verbal and written.
• Must work collaboratively with all team members and cross-departmentally.
• Occasional travel may be required for internal and client facing meetings.

The Dir. Of Operations Planning And Analysis is responsible for the Business Planning, Financial Analysis and Payment Approval for the Distribution Center network at the Steve Madden company. This position supports the Retail Distribution business. The responsibilities described below are considered essential functions of the role. This position is based in our LIC office and requires working on-site five days per week.

Key Responsibilities:

• Lead financial planning and analysis, including budgeting, forecasting for company Distribution Centers
• Develop and monitor key performance indicators including spending and volume variances such as plan vs actual spend
• Produce weekly and monthly reporting using SM suite of reporting tools, systems and MS office applications
• Meet with external and internal business partners to obtain information required to develop a business plan and budget
• Audit and approve distribution center related bills which are submitted by our 3rd party distribution partners and local finance teams
• Provide key insights and estimated financial impacts of agreements, service contracts and various operational projects or process improvements
• Periodically review and update existing policies and practices, making improvements as needed to the organizations and departments processes
• Effectively communicate and present financial information to senior leadership and operations team
• Work with leadership to ensure Distribution Centers have appropriate information to plan and operate in an effective and efficient manner
• Track key metrics and KPIs to evaluate program performance and support data-driven decision-making
• Able to manage multiple projects and deadlines with support and resources as needed
• Perform other duties and special projects as assigned

Specific Job Skills:

Essential duties include

• Auditing and approving Distribution Center related expenses while suggesting and implementing process improvements to improve the process
• Interface with brand management, various supply chain functions and 3rd party distribution center management

Required Qualifications:

• Bachelor's degree or equivalent experience
• Minimum of 7 years' experience in Business Planning, Financial Analysis supporting operations within the supply chain
• Comprehensive knowledge in operational/financial metrics and the audit and bill payment process
• Strong project management, analytical, and communication skills
• Experience presenting and communicating operational variances on a monthly weekly basis to operational and senior leadership
• Proficient in Microsoft Office Suite
• Excellent interpersonal, problem-solving, and organizational skills

The expected base salary for this position ranges from $115,000-$125,000. Ranges are based on various factors such as relevant skillset, training, years of experience related to the current job description, education, and our organizational structure. In addition to the base salary, Steve Madden offers a competitive benefits package that includes health and dental insurance, life insurance, disability insurance, 401K, paid holidays, a generous paid time-off policy, and career opportunities within a dynamic team.

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

As the Senior Analyst of Planning & Business Analytics reporting into the Lead Director, Coupon Planning & Capabilities you will own the expense and funding portfolio management and utilize your analytic and problem-solving skills to develop and report on various financial models.

You will impact our business in the following ways:

• Synthesizes weekly and monthly sales, margin and markdown impact projections, actuals vs. planned on core KPIs as part of monthly leadership business review.
• Assist with the development and reporting of business cases to support price/promo/coupon initiatives, innovations, and capability development. This includes developing, evaluating assumptions, creating, and modeling alternative financial scenarios, and appropriately including business case elements in multi-year planning exercises.
• Understand, track, report progress against budget, forecast, capability development and implementation plans scheduled to drive budgeted business growth including key milestones, deliverables, customer, trip, sales & margin, capital, and expense impacts.
• Oversee the reviewing of monthly accruals, invoice reconciliation along with their supported documentation prior to posting journal entries in SAP and prepare the monthly operational expenditure reports.
• Support consolidation of Pharmacy and Consumer Wellness annual operating plan and annual strategic plan preparation including socialization and formal business reviews with leadership.

Required Qualifications

• Strategic Leadership & Collaboration: 2+ years of experience engaging with executive leadership, using strong logical reasoning and storyboarding to influence strategic decision-making.
• Proven ability to collaborate effectively across diverse business functions, leadership styles, and organizational levels.
• Data & Analytical Proficiency: Advanced proficiency in Microsoft Excel (including pivot tables, formulas, and data modeling) and PowerPoint for data visualization and executive reporting.
• Comfortable working with imprecise or incomplete data, with a strong attention to detail and a data-driven mindset.
• Knowledge of Generally Accepted Accounting Principles (GAAP) and their application in financial analysis and reporting.
• Communication & Influence: Excellent verbal and written communication skills, with the ability to clearly convey complex information to a variety of audiences.
• Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function.
• Adaptability & Execution: Self-motivated and capable of working independently in a fast-paced, deadline-driven environment.
• Demonstrated ability to thrive in high-paced and fluid settings, maintaining focus and delivering results under pressure.
• Willingness and ability to travel up to 20% of the time, based on business needs.
• Flexibility to take on additional tasks as assigned by management.

Preferred Qualifications

• Strategic Leadership & Collaboration: 3+ years' experience demonstrated ability to support a large organization and manage a multi-million-dollar business unit to achieve financial and business results.
• Experience working for a Fortune 500 company in merchandising, loyalty or promo, or a similar function for an omnichannel retail or retail pharmacy company.
• Demonstrated capability to address complex issues decisively while considering broader organizational dynamics and empowering leaders to drive results.
• Data & Analytical Proficiency: 2+ years' of hands-on experience with enterprise tools such as SAP S/4HANA, Ariba, Tableau, and/or Salesforce.
• Communication & Influence: Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function.
• Adaptability & Execution: Willingness to work on ad-hoc projects.

Education

• Bachelor's degree in accounting, Finance or Business Management OR MBA

Anticipated Weekly Hours: 40

Time Type: Full time

Pay Range: The typical pay range for this role is: $46,988.00 - $112,200.00. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

Applications will be accepted until July 31, 2025.

Founded by fans, Crunchyroll delivers the art and culture of anime to a passionate community. We super-serve over 100 million anime and manga fans across 200+ countries and territories, and help them connect with the stories and characters they crave. Whether that experience is online or in-person, streaming video, theatrical, games, merchandise, events and more, it's powered by the anime content we all love.

Join our team, and help us shape the future of anime!

As a (Contract) GTM, Partnership Marketing & Planning Senior Manager, you will support the execution and daily operations of the GTM & Planning team, including its leadership and its Partnership Marketing division. You will be an individual contributor working with the global team to build and achieve important programs, manage operational complexity, and lead planning excellence. This is a 6-month contract.

Be an operational and strategic backbone of the GTM & Planning team, ensuring projects and workflows move forward with consistency and excellence to guide Crunchyroll's global growth through its direct-to-consumer footprint presence and high-profile third-party partners such as Amazon, Apple, Roku, Comcast, Google and YouTube, PlayStation, Samsung, and many others.

Identify gaps, improve workflows, and suggest improvements without waiting for direction.

Oversee the development of executive-ready deliverables (dashboards, trackers, presentations, project plans), ensuring clarity, structure, and visual polish in every output.

Be the bridge between global HQ and international teams, ensuring on time information sharing, meeting facilitation, and on actions.

Summarize complex updates into clear insights and next steps, presenting leadership or regional leads with resulting questions or action items so that both teams can accelerate their path forward.

In partnership with team leadership, introduce global workflows in regions to integrate regional teams into the global organization further, facilitating process implementation and roadshows to present them.

Manage vendor operations, including POs, invoicing, briefings, contracts, timelines, and similar activities.

In the role of GTM, Partnership Marketing & Planning Senior Manager, you will report to the VP, GTM & Partnership Marketing.

We are considering applicants for the location of Los Angeles, CA.

We get excited about candidates, like you, because...

8+ years of experience in strategy, consulting, business operations, or project management in entertainment, media, tech, or gaming.

Experience working and managing multiple clients in leading consulting firms, or you are an alumnus of an MBA program.

Experience creating structured and visually refined presentation decks and spreadsheets (can maintain complex spreadsheets) for senior executives.

Have market and business awareness to connect daily actions with broader organizational goals and priorities, and identify opportunities for value creation.

Experience improving and streamlining operational processes, managing timelines, trackers, and follow-ups.

Experience in project managing multiple projects at a given time from concept to completion.

Experience note-taker turning discussions into next steps.

Experience working in a global organization and a distributed team environment with peers and partners in multiple time zones and locations across the world, with multiple cultures and backgrounds.

Both domestic and ever-expanding international efforts fuel Crunchyroll's global expansion. The GTM & Planning team works with US-based leadership and regional teams to develop go-to-market and partnership marketing plans and programs to expand Crunchyroll's growth through its direct-to-consumer presence and high-profile third-party distribution partners, delighting and super-serving anime fans, boosting its footprint and brand awareness while making Crunchyroll synonymous with anime worldwide.

#LifeAtCrunchyroll #LI-remote

We want to be everything for someone rather than something for everyone and we do this by living and modeling our values in all that we do. We value:

Courage. We believe that when we overcome fear, we enable our best selves.

Curiosity. We are curious, which is the gateway to empathy, inclusion, and understanding.

Kaizen. We have a growth mindset committed to constant forward progress.

Service. We serve our community with humility, enabling joy and belonging for others.

Our mission of helping people belong reflects our commitment to diversity & inclusion. It's just the way we do business.

We are an equal opportunity employer and value diversity at Crunchyroll. Pursuant to applicable law, we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Crunchyroll, LLC is an independently operated joint venture between US-based Sony Pictures Entertainment, and Japan's Aniplex, a subsidiary of Sony Music Entertainment (Japan) Inc., both subsidiaries of Tokyo-based Sony Group Corporation.

At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

Northrop Grumman Armament Systems is seeking a Program Planning and Scheduling Manager (Manager Level 1) to support our Plymouth, MN site. This manager must be capable of creating and maintaining a resource-loaded schedule network that is the core of a schedule-driven EVMS implementation.

Job duties and responsibilities will include, but are not limited to, the following:

• Manage scheduling personnel. Mentor and develop professional talent within the business unit.
• Provide program schedulers with day-to-day support, guidance, troubleshooting, and satisfying programmatic requirements
• Prepare, develop and coordinate the integrated master plan and integrated master schedule to meet all program objectives.
• Track plans and schedules, perform risk analysis, identify and resolve critical path and network logic conflicts.
• Provide program planning and scheduling support to internal and external customers. This includes gathering of source planning data, logical sequencing of activities, establishing activity durations and loading of resources in an Integrated Master Schedule Network for the purpose of providing status reporting and earned value analysis of work performed against the approved baseline plan.
• Implement automated planning software to perform schedule analysis and reporting, including critical path analysis and assessment, schedule risk assessments, schedule health metrics analysis.
• Analyze variances/trends and develop new methods and process techniques.
• Able to assist in the creation and presentation of content to various levels of leadership, efficiently work with multiple functional teams, supplier teams, and Program/Project Managers and exert some influence on peers and internal customers.
• Support/coordinate internal and external surveillance audits and DCMA surveillance reviews, and integrated baseline reviews
• Ensure full compliance with corporate policies, with particular focus on implementation of the NG Earned Value Management System

Basic Qualifications:

• 9+ years of experience in Business Management with Bachelor's degree OR - 7+ years of experience with a Master's
• Experience with Microsoft Project and the development of an Integrated Master Schedule
• Proficiency with MS Office applications
• Full understanding Earned Value Management (EVM) practices and the ability to support implementation on programs with varying contract types
• Experience in supporting Integrated Product Teams (IPTs), Integrated Baseline Reviews (IBRs) and DCMA Joint Surveillance Reviews (JSRs)

Preferred Qualifications:

• Experience with Deltek Open Plan and Acumen Fuse
• Experience with SSI Tools
• Experience leading a team
• Experience in the aerospace and defense industry
• Experience scheduling in an Earned Value management environment with working knowledge and experience with scheduling in a compliant EVMS environment, including familiarity with DI-MGMT-81650 and related government requirements
• Active DOD or ability and willingness to obtain a Secret Clearance

Primary Level Salary Range: $112,600.00 - $169,000.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

Job ID: 410475

Practice area:- Estate & Tax Planning

Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts

Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.

This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.

Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.

________________________________________

Key Responsibilities

• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.

• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.

• Provide clear guidance to clients on estate, tax, and probate considerations.

• Serve as a trusted advisor throughout the estate planning process.

• Review completed plans with clients to ensure clarity and full understanding of legal strategies.

• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.

• Manage estate planning matters from consultation through execution and completion.

• Oversee signing ceremonies to ensure proper execution of legal documents.

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

• Conduct legal research to remain current on estate planning and tax law developments.

• Provide status updates to the managing attorney on ongoing matters.

• Contribute ideas and improvements to enhance estate planning workflows and client service.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• Active Massachusetts Bar required or eligibility for admission.

• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.

• Experience drafting wills, trusts, and related estate planning documents.

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

________________________________________

Education

• Juris Doctor (JD) from an accredited law school.

________________________________________

Certifications

• Active admission to the state bar.

________________________________________

Skills

• Ability to build strong rapport with clients and referral partners.

• Strong listening and analytical questioning skills.

• Ability to explain complex estate planning strategies in accessible terms.

• Confidence in direct client interaction.

• Ability to thrive in a small, collaborative, fast-paced legal environment.

• Professional, client-focused, and relationship-driven demeanor.

________________________________________

Culture & Firm Appeal

This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.

Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.

For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.

________________________________________

Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

• Opportunity to manage estate planning matters from consultation through execution.

• Strong mentorship and collaborative firm culture.

• Opportunity to build long-term relationships with clients and referral sources.

• Partner-track position with long-term growth potential.

• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.

This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Job ID: 410229

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.

Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.

________________________________________

A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.

Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm's Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.

This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.

This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.

________________________________________

Key Responsibilities

• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.

• Draft and review estate planning documents including trusts, wills, and related instruments.

• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.

• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.

• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.

• Provide strategic legal and business insights tailored to clients' financial and family goals.

• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.

• Participate in client development initiatives and support the continued growth of the estate planning practice.

________________________________________

Qualifications

• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience advising high-net-worth individuals and families preferred.

• Strong understanding of estate planning structures and family wealth management strategies.

• California Bar required and active license to practice law in California.

• Ability to develop and maintain sophisticated client relationships.

• Strong analytical thinking and legal drafting skills.

________________________________________

Education

• Juris Doctor (JD) degree from an accredited law school.

• LL.M. in Taxation preferred but not required.

________________________________________

Certifications

• Licensed to practice law in California.

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Skills

• Strong analytical and legal research capabilities.

• Excellent written and verbal communication skills.

• Experience managing complex client relationships.

• Ability to work both independently and collaboratively.

• Attention to detail in drafting sophisticated estate planning instruments.

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Culture & Firm Appeal

This opportunity is with a respected California-based law firm known for delivering strategic legal services to individuals, families, and businesses across a broad range of industries. The firm maintains a strong presence in the San Francisco legal market and provides comprehensive legal services spanning litigation, business transactions, real estate, and private client services.

The firm emphasizes diversity, collaboration, and community engagement, with initiatives supporting leadership development, diversity programs, and professional advancement. Attorneys benefit from a supportive environment focused on achieving both professional excellence and personal satisfaction.

Professionals exploring San Francisco legal jobs will appreciate the firm's commitment to client service, inclusive culture, and long-term career growth opportunities within its estate planning and private client practice.

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Why This Role Is Unique

• Opportunity to work with high-net-worth and ultra-high-net-worth clients across diverse industries.

• Exposure to sophisticated family wealth and estate planning strategies.

• Collaborative private client practice within a highly respected law firm.

• Strong mentorship and professional development opportunities.

• Clear partner-track position supporting long-term advancement.

• Ideal opportunity for attorneys seeking advanced San Francisco legal jobs in trusts and estates.

This position rarely opens at this level and provides attorneys the opportunity to expand their expertise in family wealth advisory and estate planning within a thriving private client practice.

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Benefits

• Health and welfare benefits.

• Vacation and leave time, including parental and sabbatical leave.

• Paid holidays.

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Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Looking for a rewarding career in Dallas, TX. A busy law firm is seeking a skilled Estate Planning and Probate Legal Assistant to join their team. This is a direct hire opportunity to become a vital member of a growing practice and support attorneys in estate planning and probate matters.

Company Profile

A top multi-service law firm in Texas known for professionalism, client service, and collaborative team culture. The firm offers a fast-paced, dynamic work environment with opportunities to grow and expand your estate planning expertise.

Estate Planning and Probate Legal Assistant Role

Prepare and revise legal documents, including wills, trusts, tax forms (706s, 709s), and asset lists.

Draft, edit, and proofread correspondence, legal memoranda, and other communications.

Transcribe dictation from voicemails and other sources accurately.

Manage incoming and outgoing mail and electronic correspondence.

Answer and direct incoming phone calls, respond to general inquiries.

Schedule and coordinate conference calls, client meetings, and appointments.

Maintain attorney calendars, track deadlines, and manage multiple schedules.

Open, organize, and maintain client files, ensuring proper filing procedures.

Review and process monthly billing memos and enter attorney time records.

Arrange travel and business itineraries as needed.

Communicate professionally with clients and internal staff at all levels.

E-file documents in federal and state courts as required.

Strong filing, typing, and discernment is needed.

Estate Planning and Probate Legal Assistant Background Profile

Minimum of five years of legal assistant experience, preferably in estate planning and probate

Strong knowledge and experience drafting wills, trusts, and related estate planning documents

Proven ability to manage multiple calendars, deadlines, and priorities

Solid working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint)

Proficiency in electronic court filing systems (Federal and State)

Typing speed of at least 80 words per minute

706/709, NetDocs, & Orion experience is not required, but would be a huge plus

Excellent verbal and written communication skills, with strong grammar, spelling, and proofreading abilities

Strong organizational skills and attention to detail

Strong filing, typing, and discernment is needed

Ability to work both independently and collaboratively within a team

Dependable, professional, and able to maintain confidentiality

Features and Benefits

Multiple healthcare and dental plans

Life insurance

Vision insurance

401k retirement plan

Paid parking

ABOUT THE ROLE

Lyneer Search Group is seeking a Managing Director, Family Office Planning to join a premier Family Office Services team. This is a senior-level, technical estate planning role for a credentialed professional ready to serve as the firm's go-to expert in complex wealth transfer, trust administration, and multi-generational planning for ultra-high-net-worth families.

This is a 100% on-site position.

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WHAT YOU'LL DO

As a key member of the Family Office Services team, you will:

Produce and review complex estate and wealth planning deliverables — including estate flowcharts, comprehensive wealth transfer plans, and technical planning reports

Develop proactive planning observations and recommendations for UHNW clients

Review, analyze, and summarize sophisticated estate planning documents

Guide Wealth Strategists in the oversight of family entity administration

Serve as the estate planning technical resource for Managing Directors and client teams in meetings and on deliverables

Research, write, and publish expert articles on wealth transfer topics for professional journals and industry platforms

Provide firm-wide training and subject matter expertise on tax and estate planning issues

Cultivate relationships with outside advisors for ongoing technical collaboration

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WHAT YOU BRING

Education & Credentials:

• Postgraduate degree: JD, LLM, or MST strongly preferred

• Professional designation: CPA, CFP, and/or CPWA preferred

• 10+ years of experience in estate and tax planning, trust planning, or fiduciary administration

• Deep experience with strategic wealth planning for HNW and multi-generational families

• Current knowledge of legislative and case law developments in estate planning

Skills & Attributes:

• Strong analytical skills with exceptional attention to detail

• Demonstrated track record as an author and presenter of complex estate planning strategies

• Advanced Excel skills for building complex planning worksheets

• Ability to translate complex planning strategies into clear, client-friendly language

• Highest level of discretion and professionalism with confidential matters

• Collaborative team player who also thrives working independently

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WHY THIS ROLE

→ Senior Technical Authority — serve as the firm's go-to estate planning expert with real visibility and influence

→ Complex, Meaningful Work — daily engagement with sophisticated UHNW multi-generational planning

→ Thought Leadership — publish expert articles and build your profile as an industry authority

→ High-Caliber Environment — collaborate with Managing Directors, client cell teams, and leading outside advisors

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WORK ENVIRONMENT

• 100% On-Site

• Limited travel as business needs require

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HOW TO APPLY

Apply directly through this post.

Explore all open roles at Lyneer Search Group.

Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent — and we've maintained a 100% placement rate in retained searches since 1993.