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The Director of Planning is a senior leader responsible for leading the enterprise merchandise planning function and managing a high-performing planning organization. Reporting to the SVP/GMM, this role serves as the strategic financial partner to the VP/DMM organization, translating product and vendor strategies into disciplined financial plans that drive profitable growth, inventory productivity, and margin expansion.

This leader owns the end-to-end planning process — from long-range strategy through in-season execution — and provides financial governance and recommendations to support executive decision-making, including Open-to-Buy oversight.

Key Responsibilities-

Enterprise Planning Strategy

• Lead development of long-range (1–3 year) and annual merchandise financial plans in partnership with the SVP/GMM and VP/DMM peers.
• Translate corporate growth objectives into actionable plans across Sales, Gross Margin, Inventory, and Turn
• Establish financial guardrails that balance top-line growth with margin and inventory productivity.

Open-to-Buy & Financial Governance

• Own and manage the enterprise Open-to-Buy (OTB) process, providing recommendations and risk assessments to the SVP/GMM for final approval.
• Monitor commitments, receipts, and inventory liability to ensure alignment with financial targets.
• Identify emerging risks and opportunities, proactively recommending adjustments to protect profitability and cash flow.

Forecasting & Risk Management

• Lead pre-season and in-season forecasting processes incorporating sales trends, promotional strategies, product launches, cost changes, and market conditions.
• Drive timely reforecasting and scenario planning to support executive decision-making.
• Provide financial validation during quarterly strategy reviews and brand sign-off meetings.

Inventory & Markdown Strategy

• Develop inventory investment strategies that optimize in-stock performance while protecting margin and turn.
• Oversee markdown and aging strategies to maximize sell-through and minimize margin erosion.
• Ensure inventory plans align with inbound capacity, promotional calendars, and channel strategies.

Cross-Functional Partnership

• Partners laterally with VP/DMM peers to align vendor, class, and assortment strategies with financial objectives.
• Collaborate with Allocation and Supply Chain to optimize product flow across stores and digital channels.
• Partners with Finance to align annual, monthly, and in-season financial plans, ensuring consistency between merchandise strategy, corporate forecasts, and financial reporting.
• Support new and remodeled store openings through disciplined assortment and inventory planning.

Leadership & Team Development

• Lead, coach, and develop a high-performing planning team, including hiring, performance management, and succession planning.
• Establish clear accountability standards and elevate analytical rigor across the planning organization.
• Build scalable processes, tools, and reporting that enhance visibility and decision quality.

Performance Management

• Monitor and drive key KPIs including Sales, GM%, Inventory Turns, GMROI, Markdown, and Working Capital efficiency.
• Lead continuous improvement initiatives that strengthen enterprise financial performance.

Education & Experience

Bachelor’s degree required.

8–10+ years of progressive merchandise planning experience, including direct people leadership.

Demonstrated ability to influence senior cross-functional leaders and translate financial insights into actionable business strategy in a multi-channel retail environment.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions-

▪ Sit for more than 6 hours per shift

▪ Use hands to finger, handle and feel

▪ Reach with hands and arms

▪ Talk and/or hear

▪ Stand for up to 2 hours at a time periodically

▪ Walk or move from one location to another

▪ Occasionally may need to climb, balance, stoop, kneel, or crouch

▪ Lift and/or move up to 10 pounds regularly and up to 25 pounds occasionally

▪ Punctuality and regular attendance consistent with the company’s policies are required for the position.

▪ Average work week is 40 hours, which can vary depending on business need.

▪ The work environment for this position is a moderately noisy office setting.

General Information:

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. DTLR, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

#LI-DNI

Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

About the Role

Copper Compression is seeking a Supply & Demand Planner to own end-to-end inventory planning, purchasing, and replenishment across all sales channels. This role is the operational backbone of our business—responsible for ensuring the right product is in the right place at the right time across Amazon, Walmart, CVS, and other Food, Drug, and Mass channels, as well as our DTC channel.

This is a high-trust, high-autonomy position. You will work directly with the President, VP of Digital Commerce, VP of Wholesale Sales, and our Controller. We’re looking for someone who is proactive, detail-oriented, consistent, collaborative, and takes pride in getting things right before being asked.

Key Responsibilities

Demand Planning & Forecasting

• Build, maintain, and continuously refine demand forecasts by SKU across all channels, incorporating historical sales data, promotional calendars, seasonal trends, and retailer-specific inputs.

• Develop channel-specific demand plans for Amazon (US FBA), Walmart (replenishment), CVS, Menards, off-price (TJX/Marshalls), Wegmans, Harris Teeter, and Publix.

• Partner with Sales and Marketing to integrate new product launches, promotional events, and retailer commitments into the demand plan.

• Proactively flag demand signals, risks, and variances—surface issues before they become problems.

Supply Planning & Purchasing

• Manage purchase orders and replenishment timelines across domestic and international suppliers.

• Maintain and optimize reorder points, safety stock levels, and lead time assumptions by SKU and channel.

• Coordinate inbound shipments to Amazon FBA warehouses, 3PL partners, and retailer distribution centers.

• Track open POs, shipment statuses, and landed cost inputs; escalate delays or issues immediately.

Amazon FBA & Marketplace Operations

• Own Amazon FBA inventory health: manage inbound shipping plans, monitor IPI scores, track stranded inventory, and ensure replenishment cadence meets velocity.

• Navigate Amazon’s restock limits, storage fees, and policy changes (e.g., barcode/commingling requirements, MCF shipments).

• Work closely with the VP of Digital Commerce on FBA operational execution and troubleshooting.

Multi-Channel Inventory Management

• Maintain a consolidated inventory position across all channels and warehouse locations.

• Allocate inventory strategically based on channel priority, margin profile, and retailer fill-rate requirements.

• Manage retailer-specific replenishment programs (EDI, vendor portals, manual PO workflows).

• Produce weekly inventory and sales reporting by channel—delivered consistently, on time, without being asked.

Reporting & Cross-Functional Collaboration

• Deliver daily/weekly sales and inventory reports to leadership, organized by channel and product category.

• Provide clear, structured data to Finance for cost analysis, margin tracking, and cash flow planning.

• Collaborate with Product on new item setup, packaging timelines, and initial inventory builds.

• Serve as the connective tissue between Sales, Finance, Product, and Operations—ensuring everyone is working from the same numbers.

Required Qualifications

• 5+ years in supply/demand planning, inventory management, or purchasing for a multi-channel consumer products business.

• Deep Amazon FBA expertise: hands-on experience with FBA inbound workflows, restock limits, IPI management, shipment plans, and Seller Central operations.

• Multi-channel retail experience: proven track record managing inventory and replenishment for national retailers (grocery, mass, drug, off-price).

• ERP proficiency: experience working in an ERP system (Fulfil, NetSuite, SAP, or similar) for purchasing, inventory, and order management.

• Advanced Excel/Google Sheets: pivot tables, VLOOKUP/INDEX-MATCH, data modeling, and scenario analysis are second nature.

• Strong analytical mindset: comfortable pulling data, identifying trends, and translating insights into action.

• Excellent communication: ability to work across departments and communicate clearly with leadership, sales, and external partners.

What Sets You Apart

Beyond the technical requirements, we place enormous value on intangibles. The right candidate will bring:

• Ownership mentality — You don’t wait to be told. You see what needs to happen and you handle it.

• Consistency — Your work product is reliable, thorough, and delivered on time, every time.

• Proactive reporting — Reports land in inboxes before anyone has to ask. You anticipate what leadership needs.

• Collaborative demeanor — You work well across departments, handle feedback gracefully, and make the people around you more effective.

• Calm under pressure — Retail timelines are unforgiving. You stay composed, prioritize clearly, and execute.

• Attention to detail — The numbers are always right. The reports are always clean. Nothing slips through.

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.

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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.

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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.

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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.

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Education

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

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

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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.

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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