Creativeone Wealth Jobs in Usa
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Investment Manager
Salary not disclosed
Relationship Manager – Advice & Wealth Management
Hybrid | Financial Services
Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.
In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.
Why This Role Stands Out
- Manage a premium UHNW client base with meaningful assets and long-term relationships
- Engage in high-level wealth conversations that go beyond transactions
- Grow your expertise across advanced planning, investment solutions, and advisory partnerships
- Join a culture that invests heavily in training, development, and long-term career growth
What You’ll Do
As a Relationship Manager, you will:
- Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
- Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
- Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
- Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
- Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
- Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
- Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)
Career Growth & Development
Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you’re ready to expand your scope or deepen your expertise with UHNW clients, you’ll be supported by structured onboarding, ongoing education, and leadership committed to your success.
What We’re Looking For
- Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
- SIE & Series 7 required prior to start
- Series 66 may be obtained after start
- 3+ years of experience managing a book of business in financial services.
- 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
- A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
- Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
- Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.
Work Model
This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.
Not Specified
J
Tax Administrative Assistant
🏢 Jobot
Salary not disclosed
Exceptional Growth Opportunity to work as a Tax Admin with top advisory and accounting practice servicing High Net Work Clients and their closely held businesses! This Jobot Job is hosted by: Mark C.
Johnson Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000
- $85,000 per year A bit about us: We are one of the nation’s leading independent financial advisory firms.
We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country.
Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
We believe in the long view.
We work with clients who appreciate our comprehensive and sustained approach to wealth management.
We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people.
We look for experienced and credentialed wealth management colleagues who can keep pace with us.
We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people.
Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.
We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
Why join us? Our people drive our success by working together to deliver exceptional service to our clients.
Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Job Details Position Summary: The Tax Administrator Assistant provides essential clerical and administrative support to the Tax Administrator.
This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons.
The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency.
Primary Responsibilities Tax Return Assembly: Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e-file authorizations are included.
Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals.
Data Entry & Systems: Monitoring various portals for signed consent forms i.e.
Lacerte E-Signature Dashboard, Docusign, SafeSend, etc.
Prepare and update client engagement letters and administrative correspondence.
Administrative Support: Support the Tax Department's daily functions by performing essential administrative duties.
Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing time-sensitive ad hoc tasks as directed by the tax administrators.
Document Processing & Filing: Organize, scan, and electronically file client source documents (e.g., W-2s, 1099s, bank statements) into the document management system.
Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies.
Required Qualifications: Education: Bachelor’s degree preferred, Associate’s degree with at least 5 years of working experience is acceptable.
Experience: 3-5 years of experience in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting.
Technical Proficiency: Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management.
Communication: Excellent verbal and written communication skills for professional interaction with clients and staff.
Core Competencies: Demonstrated ability to be highly organized, detail-oriented, and capable of handling confidential information with integrity.
Preferred Qualifications: Familiarity with tax-specific software (e.g., Lacerte, SafeSend, CCH software) is a plus.
Ability to work extended hours during peak tax season deadlines.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Johnson Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000
- $85,000 per year A bit about us: We are one of the nation’s leading independent financial advisory firms.
We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country.
Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
We believe in the long view.
We work with clients who appreciate our comprehensive and sustained approach to wealth management.
We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people.
We look for experienced and credentialed wealth management colleagues who can keep pace with us.
We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people.
Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.
We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
Why join us? Our people drive our success by working together to deliver exceptional service to our clients.
Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Job Details Position Summary: The Tax Administrator Assistant provides essential clerical and administrative support to the Tax Administrator.
This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons.
The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency.
Primary Responsibilities Tax Return Assembly: Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e-file authorizations are included.
Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals.
Data Entry & Systems: Monitoring various portals for signed consent forms i.e.
Lacerte E-Signature Dashboard, Docusign, SafeSend, etc.
Prepare and update client engagement letters and administrative correspondence.
Administrative Support: Support the Tax Department's daily functions by performing essential administrative duties.
Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing time-sensitive ad hoc tasks as directed by the tax administrators.
Document Processing & Filing: Organize, scan, and electronically file client source documents (e.g., W-2s, 1099s, bank statements) into the document management system.
Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies.
Required Qualifications: Education: Bachelor’s degree preferred, Associate’s degree with at least 5 years of working experience is acceptable.
Experience: 3-5 years of experience in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting.
Technical Proficiency: Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management.
Communication: Excellent verbal and written communication skills for professional interaction with clients and staff.
Core Competencies: Demonstrated ability to be highly organized, detail-oriented, and capable of handling confidential information with integrity.
Preferred Qualifications: Familiarity with tax-specific software (e.g., Lacerte, SafeSend, CCH software) is a plus.
Ability to work extended hours during peak tax season deadlines.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Director of Tax
🏢 Jobot
Salary not disclosed
Director of Tax Opportunity with Amazing Omaha Firm! This Jobot Job is hosted by: Shane Bennett Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $170,000 per year A bit about us: We are partnering with a client in Omaha who is dedicated to helping individuals, families, and businesses achieve clarity, confidence, and long-term success through comprehensive wealth and tax strategies.
Built on a foundation of integrity, technical excellence, and personalized service, the firm fosters a collaborative, growth-oriented culture that empowers both clients and team members.
Why join us? Purpose-Driven Impact – Contribute to meaningful client success through strategic tax and wealth solutions.
Growth & Development – Benefit from continuous learning, mentorship, and leadership opportunities.
Collaborative Culture – Join a supportive, high-performing team that values innovation and integrity.
Comprehensive Benefits – Enjoy flexible PTO, retirement savings plans, health coverage, and wellness support.
Job Details Job Details: We are seeking a highly motivated and experienced Permanent Director of Tax to join our dynamic team in the Accounting and Finance industry.
The successful candidate will be responsible for overseeing all aspects of tax accounting functions.
The role involves a significant amount of decision-making, strategic planning, and interaction with clients and internal teams.
Hence, the ideal candidate should be a strategic thinker with excellent leadership skills and the ability to handle multiple tasks simultaneously.
Responsibilities: Develop and implement strategic tax planning for all necessary federal and state taxes.
Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
Maintain tax balances on general ledger.
Prepare all tax papers on a regular basis and handle all information data requests.
Supervise the preparation of federal, state, and local tax returns of the corporation and its subsidiaries.
Review tax returns and quarterly/yearly tax projections.
Manage and coordinate tax audits.
Maintain tax records and related logs.
Research the basis for tax positions to be taken.
Advise management regarding the tax impact of corporate strategies.
Advise management on the impact of new laws on tax liabilities.
Coordinate outsourced tax preparation work.
Identify tax savings in prospective acquisition scenarios.
Qualifications: Bachelor's degree in Accounting, Finance, or related field.
CPA or Master in Accounting preferred.
A minimum of 5 years of experience in a tax manager or public accountant role.
Strong experience with a variety of tax operations and ability to drive process improvements.
Strong ability to utilize project management and accounting best practices to organize and prioritize tasks.
Strong experience in a variety of tax operations and ability to drive process improvements.
Exceptional communication skills, both written and verbal.
Proven leadership skills with a track record of developing teams and maintaining a high level of team engagement.
Demonstrated ability to build and maintain positive relationships with clients and colleagues.
Proficiency in tax software and MS Office.
Strong analytical skills with the ability to make decisions based on data.
Ability to work under pressure and meet tight deadlines.
Excellent attention to detail with the ability to unravel complex accounting issues.
Ability to work independently and as part of a team.
Up-to-date knowledge of current tax laws and regulations.
High level of integrity and dependability with a strong sense of urgency and results-orientation.
Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
Versatility, flexibility, and a willingness to work with constantly changing priorities with enthusiasm.
This is an exceptional opportunity for a tax professional looking to take the next step in their career and make a significant impact within a growing company.
If you're a dedicated, ambitious and detail-oriented individual who's ready to take on new challenges, we'd love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $150,000
- $170,000 per year A bit about us: We are partnering with a client in Omaha who is dedicated to helping individuals, families, and businesses achieve clarity, confidence, and long-term success through comprehensive wealth and tax strategies.
Built on a foundation of integrity, technical excellence, and personalized service, the firm fosters a collaborative, growth-oriented culture that empowers both clients and team members.
Why join us? Purpose-Driven Impact – Contribute to meaningful client success through strategic tax and wealth solutions.
Growth & Development – Benefit from continuous learning, mentorship, and leadership opportunities.
Collaborative Culture – Join a supportive, high-performing team that values innovation and integrity.
Comprehensive Benefits – Enjoy flexible PTO, retirement savings plans, health coverage, and wellness support.
Job Details Job Details: We are seeking a highly motivated and experienced Permanent Director of Tax to join our dynamic team in the Accounting and Finance industry.
The successful candidate will be responsible for overseeing all aspects of tax accounting functions.
The role involves a significant amount of decision-making, strategic planning, and interaction with clients and internal teams.
Hence, the ideal candidate should be a strategic thinker with excellent leadership skills and the ability to handle multiple tasks simultaneously.
Responsibilities: Develop and implement strategic tax planning for all necessary federal and state taxes.
Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
Maintain tax balances on general ledger.
Prepare all tax papers on a regular basis and handle all information data requests.
Supervise the preparation of federal, state, and local tax returns of the corporation and its subsidiaries.
Review tax returns and quarterly/yearly tax projections.
Manage and coordinate tax audits.
Maintain tax records and related logs.
Research the basis for tax positions to be taken.
Advise management regarding the tax impact of corporate strategies.
Advise management on the impact of new laws on tax liabilities.
Coordinate outsourced tax preparation work.
Identify tax savings in prospective acquisition scenarios.
Qualifications: Bachelor's degree in Accounting, Finance, or related field.
CPA or Master in Accounting preferred.
A minimum of 5 years of experience in a tax manager or public accountant role.
Strong experience with a variety of tax operations and ability to drive process improvements.
Strong ability to utilize project management and accounting best practices to organize and prioritize tasks.
Strong experience in a variety of tax operations and ability to drive process improvements.
Exceptional communication skills, both written and verbal.
Proven leadership skills with a track record of developing teams and maintaining a high level of team engagement.
Demonstrated ability to build and maintain positive relationships with clients and colleagues.
Proficiency in tax software and MS Office.
Strong analytical skills with the ability to make decisions based on data.
Ability to work under pressure and meet tight deadlines.
Excellent attention to detail with the ability to unravel complex accounting issues.
Ability to work independently and as part of a team.
Up-to-date knowledge of current tax laws and regulations.
High level of integrity and dependability with a strong sense of urgency and results-orientation.
Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
Versatility, flexibility, and a willingness to work with constantly changing priorities with enthusiasm.
This is an exceptional opportunity for a tax professional looking to take the next step in their career and make a significant impact within a growing company.
If you're a dedicated, ambitious and detail-oriented individual who's ready to take on new challenges, we'd love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Trust & Estates Attorney
🏢 Jobot
Salary not disclosed
New York firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients.
This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice.
We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning.
Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential.
An advanced degree in tax law is highly valued.
Why join us? We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.
Job Details Key Responsibilities Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors Support junior team members through guidance and participate in group development efforts as needed Qualifications J.D.
from an accredited institution At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm Tax LL.M.
strongly preferred Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus Excellent organizational abilities with proven capacity to handle competing deadlines accurately Self-motivated, collaborative approach with comfort working both independently and as part of a team Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice.
We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning.
Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential.
An advanced degree in tax law is highly valued.
Why join us? We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.
Job Details Key Responsibilities Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors Support junior team members through guidance and participate in group development efforts as needed Qualifications J.D.
from an accredited institution At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm Tax LL.M.
strongly preferred Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus Excellent organizational abilities with proven capacity to handle competing deadlines accurately Self-motivated, collaborative approach with comfort working both independently and as part of a team Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
International Estate Planning Associate Attorney
🏢 Jobot
Salary not disclosed
Flexible Hybrid Schedule This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $215,000 per year A bit about us: We’re a boutique firm with international reach, advising individuals and families on complex legal matters.
Quietly impactful, we focus on what truly matters to our clients.
Why join us? Join a tight-knit team handling sophisticated work for global clients.
We value collaboration, thoughtful counsel, and long-term growth.
Job Details We are seeking a highly motivated associate attorney with 3+years of experience to join our team, focusing on international estate and tax planning for high-net-worth individuals and families.
About the Role: In this role, you will work closely with clients and advisors across the globe to address complex cross-border wealth transfer, tax, and compliance matters.
The work involves structuring international and domestic trusts, navigating inbound and outbound planning issues, and advising on U.S.
tax and reporting obligations related to foreign assets and beneficiaries.
What You'll Do: Advise international and U.S.-based clients on estate, gift, and generation-skipping transfer tax planning Structure and implement cross-border wealth planning strategies, including trust and holding company arrangements Address pre-immigration and expatriation tax planning Analyze international tax treaties, FATCA, and CRS implications Coordinate with advisors in multiple jurisdictions Draft and review sophisticated estate planning documents and opinion letters Support compliance with U.S.
reporting obligations (e.g., Forms 3520, 5471, 8938) What We're Looking For: 3–6 years of relevant private client or international estate planning experience at a law firm or boutique practice LL.M.
in Taxation or Estate Planning is preferred but not required Strong academic credentials and excellent writing and communication skills Admission to the New York Bar Foreign language skills and international background a plus This is an opportunity to join a collaborative, low-profile firm doing high-level, global work in a collegial environment.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $150,000
- $215,000 per year A bit about us: We’re a boutique firm with international reach, advising individuals and families on complex legal matters.
Quietly impactful, we focus on what truly matters to our clients.
Why join us? Join a tight-knit team handling sophisticated work for global clients.
We value collaboration, thoughtful counsel, and long-term growth.
Job Details We are seeking a highly motivated associate attorney with 3+years of experience to join our team, focusing on international estate and tax planning for high-net-worth individuals and families.
About the Role: In this role, you will work closely with clients and advisors across the globe to address complex cross-border wealth transfer, tax, and compliance matters.
The work involves structuring international and domestic trusts, navigating inbound and outbound planning issues, and advising on U.S.
tax and reporting obligations related to foreign assets and beneficiaries.
What You'll Do: Advise international and U.S.-based clients on estate, gift, and generation-skipping transfer tax planning Structure and implement cross-border wealth planning strategies, including trust and holding company arrangements Address pre-immigration and expatriation tax planning Analyze international tax treaties, FATCA, and CRS implications Coordinate with advisors in multiple jurisdictions Draft and review sophisticated estate planning documents and opinion letters Support compliance with U.S.
reporting obligations (e.g., Forms 3520, 5471, 8938) What We're Looking For: 3–6 years of relevant private client or international estate planning experience at a law firm or boutique practice LL.M.
in Taxation or Estate Planning is preferred but not required Strong academic credentials and excellent writing and communication skills Admission to the New York Bar Foreign language skills and international background a plus This is an opportunity to join a collaborative, low-profile firm doing high-level, global work in a collegial environment.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Senior Software Engineer
🏢 Jobot
Salary not disclosed
Senior Engineer / Cloud Native / Architecture / Financial Services This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $165,000
- $185,000 per year A bit about us: We provide technology-enabled wealth management platforms and middle- and back-office services to independent financial advisory firms serving high-net-worth and ultra-high-net-worth clients.
We help advisors launch and scale independent RIAs through services such as technology and CRM infrastructure, investment and operations support, marketing, practice management, and access to capital and M&A/investment banking capabilities.
Why join us? We combine competitive compensation and equity participation with strong benefits, professional development budgets, and recognition as a “Best Places to Work” in the St.
Petersburg/Tampa Bay market.
In addition, we are a mission-driven, growth-focused environment supporting independent RIAs, with an emphasis on integrity, community involvement, and opportunities to help scale a leading wealth management platform and investment bank dedicated to advisory firms.
Premium Health, Dental, and Vision Insurance for you and your family Generous Bonus Unlimited PTO 401(k) + Company Match This is an in-office opportunity in St.
Pete Job Details You will be joining a team of engineers to identify, develop, and implement product and technology-based solutions to increase operational efficiency, improve accuracy, and support platform adoption.
You are someone who has experience building client-facing end-to-end cloud-native platforms utilizing the Microsoft stack and Azure.
You will initially be tasked with evaluating the current platform architecture from a tactical level and determining opportunities for code optimization and improving the overall code base and architecture of the platform.
You will then transition into building new features and designing systems, and integrating with the product team to ensure delivery of applications and platform updates.
We are looking for a self-starter who is passionate about their craft and wants to continue to improve and build client facing platform in the financial services industry.
This is an in-office position in St.
Pete, FL.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $165,000
- $185,000 per year A bit about us: We provide technology-enabled wealth management platforms and middle- and back-office services to independent financial advisory firms serving high-net-worth and ultra-high-net-worth clients.
We help advisors launch and scale independent RIAs through services such as technology and CRM infrastructure, investment and operations support, marketing, practice management, and access to capital and M&A/investment banking capabilities.
Why join us? We combine competitive compensation and equity participation with strong benefits, professional development budgets, and recognition as a “Best Places to Work” in the St.
Petersburg/Tampa Bay market.
In addition, we are a mission-driven, growth-focused environment supporting independent RIAs, with an emphasis on integrity, community involvement, and opportunities to help scale a leading wealth management platform and investment bank dedicated to advisory firms.
Premium Health, Dental, and Vision Insurance for you and your family Generous Bonus Unlimited PTO 401(k) + Company Match This is an in-office opportunity in St.
Pete Job Details You will be joining a team of engineers to identify, develop, and implement product and technology-based solutions to increase operational efficiency, improve accuracy, and support platform adoption.
You are someone who has experience building client-facing end-to-end cloud-native platforms utilizing the Microsoft stack and Azure.
You will initially be tasked with evaluating the current platform architecture from a tactical level and determining opportunities for code optimization and improving the overall code base and architecture of the platform.
You will then transition into building new features and designing systems, and integrating with the product team to ensure delivery of applications and platform updates.
We are looking for a self-starter who is passionate about their craft and wants to continue to improve and build client facing platform in the financial services industry.
This is an in-office position in St.
Pete, FL.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Private Markets - Portfolio Manager
🏢 Jobot
Salary not disclosed
wealth management platform for independent advisors / building private markets arm This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $160,000
- $185,000 per year A bit about us: We are a leading wealth management platform for independent financial advisors.
Why join us? We are in hyper-growth mode, having been founded just under 15 years ago with 110B in AUM and a goal to be at 500B in AUM in the next 3 years.
We are looking for people who believe in our mission to put our clients first and give independence back to the advisors.
Comprehensive health, dental, and vision plan HSA with company contributions Unlimited PTO 401(k) + Company match Paid Paternity Leave Base + Bonus + Equity Job Details You will work directly with the CIO and Director of Private Markets to lead all sourcing and due diligence for private markets in support of their OCIO services.
You will independently and collaboratively source and vet prospective managers in the private asset classes (private equity, private credit, real assets, venture capital, and growth equity).
You will sit on the investment committee and provide quarterly market commentary.
This is an opportunity to develop a private markets platform for this organization, which is experiencing rapid and sustained growth.
You have completed or in the process of completing your CFA and/or CAIA and are willing to relocate to Florida.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $160,000
- $185,000 per year A bit about us: We are a leading wealth management platform for independent financial advisors.
Why join us? We are in hyper-growth mode, having been founded just under 15 years ago with 110B in AUM and a goal to be at 500B in AUM in the next 3 years.
We are looking for people who believe in our mission to put our clients first and give independence back to the advisors.
Comprehensive health, dental, and vision plan HSA with company contributions Unlimited PTO 401(k) + Company match Paid Paternity Leave Base + Bonus + Equity Job Details You will work directly with the CIO and Director of Private Markets to lead all sourcing and due diligence for private markets in support of their OCIO services.
You will independently and collaboratively source and vet prospective managers in the private asset classes (private equity, private credit, real assets, venture capital, and growth equity).
You will sit on the investment committee and provide quarterly market commentary.
This is an opportunity to develop a private markets platform for this organization, which is experiencing rapid and sustained growth.
You have completed or in the process of completing your CFA and/or CAIA and are willing to relocate to Florida.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Marketing Operations Manager
🏢 Jobot
Salary not disclosed
Marketing Operations Manager
- Top Wealth Management Firm This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $110,000
- $150,000 per year A bit about us: We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically.
We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.
Why join us? We have experienced significant growth by delivering best-in-class services to high-performing professionals.
We continue to invest in top-tier talent and foster an environment where driven individuals can develop both personally and professionally.
With engaged leadership, sophisticated client needs, and expanding offerings, the team provides meaningful opportunities to contribute and make an impact.
Job Details Partner with the CMO to translate marketing strategy into clear, actionable execution plans.
Own end-to-end project management for key marketing initiatives, including campaigns, content, launches, and brand efforts.
Build and manage timelines, scopes, and execution roadmaps to keep priorities on track.
Drive cross-functional alignment across leadership, internal teams, and external vendors to ensure seamless delivery.
Identify bottlenecks and continuously improve marketing processes, workflows, and overall execution efficiency.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
- Top Wealth Management Firm This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $110,000
- $150,000 per year A bit about us: We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically.
We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.
Why join us? We have experienced significant growth by delivering best-in-class services to high-performing professionals.
We continue to invest in top-tier talent and foster an environment where driven individuals can develop both personally and professionally.
With engaged leadership, sophisticated client needs, and expanding offerings, the team provides meaningful opportunities to contribute and make an impact.
Job Details Partner with the CMO to translate marketing strategy into clear, actionable execution plans.
Own end-to-end project management for key marketing initiatives, including campaigns, content, launches, and brand efforts.
Build and manage timelines, scopes, and execution roadmaps to keep priorities on track.
Drive cross-functional alignment across leadership, internal teams, and external vendors to ensure seamless delivery.
Identify bottlenecks and continuously improve marketing processes, workflows, and overall execution efficiency.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Trusts and Estates Paralegal
🏢 Jobot
Salary not disclosed
Transactional Role
- No Litigation Involved This Jobot Job is hosted by: Jeff Diepenbrock Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000
- $160,000 per year A bit about us: Unique qualities of our firm: Our personalized service: We emphasize strong attorney-client relationships.
When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters.
At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.
Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields.
We bring to each matter our collective resources, insight, and knowledge.
Why join us? Unique qualities of our firm: Our personalized service: We emphasize strong attorney-client relationships.
When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters.
At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.
Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields.
We bring to each matter our collective resources, insight, and knowledge.
Job Details Location: San Jose, California Overview We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice.
This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses.
The ideal candidate is detail-oriented, client-focused, and skilled in drafting and implementing customized estate planning solutions.
Key Responsibilities Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions Maintain accurate client files and ensure compliance with California probate and trust laws Communicate complex legal concepts clearly and effectively to clients Qualifications Juris Doctor (JD) from an accredited law school Active membership in the California State Bar, in good standing 3+ years of experience in transactional trust and estate planning (additional experience welcome) Strong drafting skills with demonstrated experience handling sophisticated estate plans Solid understanding of federal and California estate, gift, and trust taxation Excellent analytical, organizational, and client-communication skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
- No Litigation Involved This Jobot Job is hosted by: Jeff Diepenbrock Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000
- $160,000 per year A bit about us: Unique qualities of our firm: Our personalized service: We emphasize strong attorney-client relationships.
When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters.
At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.
Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields.
We bring to each matter our collective resources, insight, and knowledge.
Why join us? Unique qualities of our firm: Our personalized service: We emphasize strong attorney-client relationships.
When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters.
At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.
Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields.
We bring to each matter our collective resources, insight, and knowledge.
Job Details Location: San Jose, California Overview We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice.
This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses.
The ideal candidate is detail-oriented, client-focused, and skilled in drafting and implementing customized estate planning solutions.
Key Responsibilities Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions Maintain accurate client files and ensure compliance with California probate and trust laws Communicate complex legal concepts clearly and effectively to clients Qualifications Juris Doctor (JD) from an accredited law school Active membership in the California State Bar, in good standing 3+ years of experience in transactional trust and estate planning (additional experience welcome) Strong drafting skills with demonstrated experience handling sophisticated estate plans Solid understanding of federal and California estate, gift, and trust taxation Excellent analytical, organizational, and client-communication skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Not Specified
J
Senior Tax Manager - Family Office
🏢 Jobot
Salary not disclosed
Partner track This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $220,000 per year A bit about us: We are seeking an experienced Senior Tax Manager to support the tax and planning needs of our clients including a multi-generational family office.
This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.
We're a reputable team with a legacy for taking care of our employees.
A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.
Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.
Why join us? Excellent culture Strong local reputation Independence Great Benefits Job Details Job Details: Our team is seeking a seasoned Senior Tax Manager to join our Family Office team.
This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus.
The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals.
The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele.
Responsibilities: Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management Provide proactive tax planning around liquidity events, investments, and generational transitions Oversee and mentor junior tax staff or coordinate work performed by outside firms Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $180,000
- $220,000 per year A bit about us: We are seeking an experienced Senior Tax Manager to support the tax and planning needs of our clients including a multi-generational family office.
This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.
We're a reputable team with a legacy for taking care of our employees.
A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.
Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.
Why join us? Excellent culture Strong local reputation Independence Great Benefits Job Details Job Details: Our team is seeking a seasoned Senior Tax Manager to join our Family Office team.
This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus.
The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals.
The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele.
Responsibilities: Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management Provide proactive tax planning around liquidity events, investments, and generational transitions Oversee and mentor junior tax staff or coordinate work performed by outside firms Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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