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This position supports the National Nuclear Security Administration's (NNSA) Office of Secure Transportation (OST / NA-15). NNSA is a semi-autonomous entity under the Department of Energy (DOE) that supports the Department of War's nuclear weapon enterprise.
Primary Location: Fort Smith, Arkansas
Travel: Up to 20%
Security Clearance required: Current DOE L or DoD Secret. (DOE Q or DoD TS preferred)
Responsibilities:
Operations and Planning shall manage team, coordination and development of interagency agreement/memorandums of understandings, etc. Conduct/coordinate site surveys for proposed training venues, and training condition assessments, and provide support for DoD training area and range requests. Coordinate TRACOM Unit Support Training Packets, Logistical Request documents, and TRACOM RON requests.
Requirements:
Must have five years minimum experience, preferred military and/or law enforcement with managing personnel, setting up training areas, communicating agreements, coordinating training for geographically separated areas, cost, and formulation of events. Certifications/Qualifications include Program Management, Excel, Microsoft Word and PowerPoint.
Minimum Education: HS Diploma+
Clayco - South Bend, IN, United States
Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond expectations. With $7.6 billion in revenue for 2024, Clayco specializes in the \"art and science of building,\" providing fast track, efficient solutions for industrial, commercial, institutional, and residential related building projects.
The Role We Want You ForThe Scheduling And Planning Manager builds and maintains the project schedule and the different baselines in accordance with Clayco's policies, owner requirements, and the on-going analysis of the network logic and validation as it complies with the intent of the project team. Cost and resource loading including the Clayco metrics and general conditions is required on all project schedules so, all report generation and cash flows will be a critical element of the role.
The Specifics Of The RolePeriodic progress updates of in-progress schedules. Collection of all pertinent data required to update the schedule. The Scheduler is responsible for collection of update data from multiple sources, including the Project Manager, Superintendent, and Owners Representatives and subcontractors. All update data shall be approved by the Project Manager prior to incorporation into the schedule.
Maintenance of Project Schedule Baselines. Maintains Project Schedule Baselines in accordance with Clayco's policy regarding Baselines and any additional requirements the Owner's contracts may include.
Periodic Performance Report Generation. Generation of project specific Performance Reports as well as Clayco Standard reports, including but not limited to: Critical Activities Report, Baseline Deviation Report, Earned Value Performance Index Report and Project Cash Flow Report.
Cost and Resource Loading of Schedules. Required at a minimum on all Clayco projects to include the Clayco Metrics Resource Set for project staff and General Conditions. As required by the project, updating cost and resource actuals may be required as part of the periodic progress update process.
Network Logic Analysis and Validation. On-going analysis of the network logic and validation that it complies with the intent of the project team and that it complies with the Clayco Standard Guidelines for network logic. The network logic on-going analysis shall also include removal of extraneous and superfluous dependencies that may cause errors in calculating total float and criticality.
Assist in preparation of Monthly Schedule Reporting. Preparation of the required reports for the project and shall include assisting with the draft of the Monthly Schedule Narrative.
Schedule Development. Developing schedules from the ground up for both proposals and construction projects. Development of both types of schedules shall be a team effort.
RequirementsBachelor's Degree in Engineering, Construction, or related major is required.
6-10 years of scheduling experience.
Data Center experience.
Recent expertise and a proven knowledge of Primavera P-6 scheduling management system.
Project Management experience working for general contractor preferred.
Strong computer skills, including proficiency in Microsoft Project, Word, Excel, and Outlook and willingness to regularly update skills.
Knowledge in BIM and how it relates to scheduling and sequencing is preferred.
Ability to travel and move depending on project locations. Excellent communication skills, both oral and written.
Excellent listening skills with attention to detail.
Excellent and efficient quality of work.
Highly entrepreneurial, hardworking, and self-motivated, with the ability to work equally well on own as well as in a team environment.
Ability to walk the job site, climb ladders, and multi floor scaffolding.
Ability to lift objects at least 30lbs.
Some Things You Should KnowThis position will service our clients in the Midwest region.
Our clients and projects are nationwide Travel will be required
No other builder can offer the collaborative design-build approach that Clayco does.
We work on creative, complex, award-winning, high-profile jobs.
The pace is fast!
This position is classified as a safety-sensitive role in accordance with applicable state and federal laws. Candidates selected for this position will be subject to a comprehensive background check, which includes mandatory drug testing.
Why Clayco?2025 Best Places to Work St. Louis Business Journal, Los Angeles Business Journal, and Phoenix Business Journal.
2025 ENR Midwest Midwest Contractor (#1).
2025 ENR Top 100 Design-Build Firms Design-Build Contractor (Top 5).
2025 ENR Top 100 Green Contractors Green Contractor (Top 3).
2025 ENR Top 25 Data Center Builders - Data Center Contractor (Top 3).
BenefitsDiscretionary Annual Bonus: Subject to company and individual performance.
Comprehensive Benefits Package Including: Medical, dental and vision plans, 401k, generous PTO and paid company holidays, employee assistance program, flexible spending accounts, life insurance, disability coverage, learning & development programs and more!
CompensationThe salary range for this position considers a wide range of factors in making compensation decisions including but not limited to: Education, qualifications, skills, training, experience, certifications, internal equity, and location. Compensation decisions are dependent on the facts and circumstances of each case.
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!
About the RoleAs 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.
About YouWe 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.
About the TeamBoth 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
About Our ValuesWe 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 Commitment to Diversity and InclusionOur mission of helping people belong reflects our commitment to diversity & inclusion. It's just the way we do business.
We are an equal opportunity employer and value diversity at Crunchyroll. Pursuant to applicable law, we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Crunchyroll, LLC is an independently operated joint venture between US-based Sony Pictures Entertainment, and Japan's Aniplex, a subsidiary of Sony Music Entertainment (Japan) Inc., both subsidiaries of Tokyo-based Sony Group Corporation.
At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Armament Systems is seeking a Program Planning and Scheduling Manager (Manager Level 1) to support our Plymouth, MN site. This manager must be capable of creating and maintaining a resource-loaded schedule network that is the core of a schedule-driven EVMS implementation.
Job duties and responsibilities will include, but are not limited to, the following:
- Manage scheduling personnel. Mentor and develop professional talent within the business unit.
- Provide program schedulers with day-to-day support, guidance, troubleshooting, and satisfying programmatic requirements
- Prepare, develop and coordinate the integrated master plan and integrated master schedule to meet all program objectives.
- Track plans and schedules, perform risk analysis, identify and resolve critical path and network logic conflicts.
- Provide program planning and scheduling support to internal and external customers. This includes gathering of source planning data, logical sequencing of activities, establishing activity durations and loading of resources in an Integrated Master Schedule Network for the purpose of providing status reporting and earned value analysis of work performed against the approved baseline plan.
- Implement automated planning software to perform schedule analysis and reporting, including critical path analysis and assessment, schedule risk assessments, schedule health metrics analysis.
- Analyze variances/trends and develop new methods and process techniques.
- Able to assist in the creation and presentation of content to various levels of leadership, efficiently work with multiple functional teams, supplier teams, and Program/Project Managers and exert some influence on peers and internal customers.
- Support/coordinate internal and external surveillance audits and DCMA surveillance reviews, and integrated baseline reviews
- Ensure full compliance with corporate policies, with particular focus on implementation of the NG Earned Value Management System
Basic Qualifications:
- 9+ years of experience in Business Management with Bachelor's degree OR - 7+ years of experience with a Master's
- Experience with Microsoft Project and the development of an Integrated Master Schedule
- Proficiency with MS Office applications
- Full understanding Earned Value Management (EVM) practices and the ability to support implementation on programs with varying contract types
- Experience in supporting Integrated Product Teams (IPTs), Integrated Baseline Reviews (IBRs) and DCMA Joint Surveillance Reviews (JSRs)
Preferred Qualifications:
- Experience with Deltek Open Plan and Acumen Fuse
- Experience with SSI Tools
- Experience leading a team
- Experience in the aerospace and defense industry
- Experience scheduling in an Earned Value management environment with working knowledge and experience with scheduling in a compliant EVMS environment, including familiarity with DI-MGMT-81650 and related government requirements
- Active DOD or ability and willingness to obtain a Secret Clearance
Primary Level Salary Range: $112,600.00 - $169,000.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.
Job ID: 410475
Practice area:- Estate & Tax Planning
Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts
Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.
This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.
Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.
________________________________________
Key Responsibilities
• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.
• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.
• Provide clear guidance to clients on estate, tax, and probate considerations.
• Serve as a trusted advisor throughout the estate planning process.
• Review completed plans with clients to ensure clarity and full understanding of legal strategies.
• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.
• Manage estate planning matters from consultation through execution and completion.
• Oversee signing ceremonies to ensure proper execution of legal documents.
• Maintain accurate client files and communication records.
• Build relationships with referral partners and community contacts.
• Participate in firm meetings and community outreach initiatives.
• Conduct legal research to remain current on estate planning and tax law developments.
• Provide status updates to the managing attorney on ongoing matters.
• Contribute ideas and improvements to enhance estate planning workflows and client service.
________________________________________
Qualifications
• Juris Doctor (JD) from an accredited law school.
• Active Massachusetts Bar required or eligibility for admission.
• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.
• Experience drafting wills, trusts, and related estate planning documents.
• Knowledge of probate and estate administration principles.
• Strong written and verbal communication skills.
• Ability to explain complex legal strategies clearly to clients.
• Strong interpersonal and relationship-building skills.
________________________________________
Education
• Juris Doctor (JD) from an accredited law school.
________________________________________
Certifications
• Active admission to the state bar.
________________________________________
Skills
• Ability to build strong rapport with clients and referral partners.
• Strong listening and analytical questioning skills.
• Ability to explain complex estate planning strategies in accessible terms.
• Confidence in direct client interaction.
• Ability to thrive in a small, collaborative, fast-paced legal environment.
• Professional, client-focused, and relationship-driven demeanor.
________________________________________
Culture & Firm Appeal
This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.
Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.
For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.
________________________________________
Why This Role Is Unique
• Direct client interaction and meaningful advisory work.
• Opportunity to manage estate planning matters from consultation through execution.
• Strong mentorship and collaborative firm culture.
• Opportunity to build long-term relationships with clients and referral sources.
• Partner-track position with long-term growth potential.
• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.
This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.
________________________________________
Call to Action
Apply now for a confidential discussion with a BCG Attorney Search recruiter.
Explore this elite-level opportunity today.
Submit your resume to learn more about this prestigious role.
________________________________________
BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
Job ID: 410229
Practice area:- Estate & Tax Planning,Trusts and Estates - General
Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California
Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.
Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.
________________________________________
A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.
Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm's Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.
This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.
This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.
________________________________________
Key Responsibilities
• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.
• Draft and review estate planning documents including trusts, wills, and related instruments.
• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.
• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.
• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.
• Provide strategic legal and business insights tailored to clients' financial and family goals.
• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.
• Participate in client development initiatives and support the continued growth of the estate planning practice.
________________________________________
Qualifications
• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.
• Experience advising high-net-worth individuals and families preferred.
• Strong understanding of estate planning structures and family wealth management strategies.
• California Bar required and active license to practice law in California.
• Ability to develop and maintain sophisticated client relationships.
• Strong analytical thinking and legal drafting skills.
________________________________________
Education
• Juris Doctor (JD) degree from an accredited law school.
• LL.M. in Taxation preferred but not required.
________________________________________
Certifications
• Licensed to practice law in California.
________________________________________
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.
________________________________________
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.
________________________________________
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.
________________________________________
Benefits
• Health and welfare benefits.
• Vacation and leave time, including parental and sabbatical leave.
• Paid holidays.
________________________________________
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.
Senior Associate/Junior Partner-Estate Planning
Boca Raton or West Palm Beach-Hybrid
OVERVIEW
The PeterSan Group has partnered with a full-service law firm seeking a Senior Associate or Junior Partner to support and grow a busy, sophisticated Trusts & Estates practice. The successful candidate can sit in either Boca Raton or West Palm Beach, Florida. Relocation candidates will also be considered. This role offers a rare opportunity to work closely with a nationally recognized practitioner who maintains a substantial and consistently growing book of business and is seeking a long-term right hand to help manage and expand a thriving private wealth practice.
The Practice
- Focus on sophisticated estate planning, with the hope that the candidate also has estate administration experience
- Advising ultra-high-net-worth individuals and families, typically with estates valued at $50MM+
- Heavy emphasis on complex drafting and strategic planning
The Ideal Candidate
- 7+ years of experience in trusts & estates / private wealth
- Strong background in estate planning and drafting
- Estate administration experience is a plus
- Capable of handling sophisticated, high-touch client matters
- Interested in a long-term platform with meaningful responsibility and growth
- Comfortable working closely with a senior partner and taking ownership of matters
Why This Opportunity
- Work directly with a market-leading Trusts & Estates partner with sustained demand
- Meaningful client exposure and hands-on responsibility from day one
- Opportunity to step into a visible, impactful role within a premier private wealth practice
- Strong platform for long-term growth and leadership
Compensation
- Competitive and commensurate with experience
About The PeterSan Group (a TalentoHC company):
The PeterSan Group, a TalentoHC company, is a premier legal executive search and talent advisory firm specializing in placing partners, associates and in-house council across the global legal market. We partner with law firms, corporate legal departments, and government agencies to identify exceptional talent. Combining PeterSan's deep legal industry expertise with TalentoHC's global executive search platform, our firm delivers customized recruitment and advisory solutions that help organizations build high-performing legal teams. TalentoHC is an equal opportunity employer committed to fostering an inclusive workplace.
Looking for a rewarding career in Dallas, TX. A busy law firm is seeking a skilled Estate Planning and Probate Legal Assistant to join their team. This is a direct hire opportunity to become a vital member of a growing practice and support attorneys in estate planning and probate matters.
Company Profile
A top multi-service law firm in Texas known for professionalism, client service, and collaborative team culture. The firm offers a fast-paced, dynamic work environment with opportunities to grow and expand your estate planning expertise.
Estate Planning and Probate Legal Assistant Role
Prepare and revise legal documents, including wills, trusts, tax forms (706s, 709s), and asset lists.
Draft, edit, and proofread correspondence, legal memoranda, and other communications.
Transcribe dictation from voicemails and other sources accurately.
Manage incoming and outgoing mail and electronic correspondence.
Answer and direct incoming phone calls, respond to general inquiries.
Schedule and coordinate conference calls, client meetings, and appointments.
Maintain attorney calendars, track deadlines, and manage multiple schedules.
Open, organize, and maintain client files, ensuring proper filing procedures.
Review and process monthly billing memos and enter attorney time records.
Arrange travel and business itineraries as needed.
Communicate professionally with clients and internal staff at all levels.
E-file documents in federal and state courts as required.
Strong filing, typing, and discernment is needed.
Estate Planning and Probate Legal Assistant Background Profile
Minimum of five years of legal assistant experience, preferably in estate planning and probate
Strong knowledge and experience drafting wills, trusts, and related estate planning documents
Proven ability to manage multiple calendars, deadlines, and priorities
Solid working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint)
Proficiency in electronic court filing systems (Federal and State)
Typing speed of at least 80 words per minute
706/709, NetDocs, & Orion experience is not required, but would be a huge plus
Excellent verbal and written communication skills, with strong grammar, spelling, and proofreading abilities
Strong organizational skills and attention to detail
Strong filing, typing, and discernment is needed
Ability to work both independently and collaboratively within a team
Dependable, professional, and able to maintain confidentiality
Features and Benefits
Multiple healthcare and dental plans
Life insurance
Vision insurance
401k retirement plan
Paid parking
ABOUT THE ROLE
Lyneer Search Group is seeking a Managing Director, Family Office Planning to join a premier Family Office Services team. This is a senior-level, technical estate planning role for a credentialed professional ready to serve as the firm's go-to expert in complex wealth transfer, trust administration, and multi-generational planning for ultra-high-net-worth families.
This is a 100% on-site position.
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WHAT YOU'LL DO
As a key member of the Family Office Services team, you will:
Produce and review complex estate and wealth planning deliverables — including estate flowcharts, comprehensive wealth transfer plans, and technical planning reports
Develop proactive planning observations and recommendations for UHNW clients
Review, analyze, and summarize sophisticated estate planning documents
Guide Wealth Strategists in the oversight of family entity administration
Serve as the estate planning technical resource for Managing Directors and client teams in meetings and on deliverables
Research, write, and publish expert articles on wealth transfer topics for professional journals and industry platforms
Provide firm-wide training and subject matter expertise on tax and estate planning issues
Cultivate relationships with outside advisors for ongoing technical collaboration
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WHAT YOU BRING
Education & Credentials:
• Postgraduate degree: JD, LLM, or MST strongly preferred
• Professional designation: CPA, CFP, and/or CPWA preferred
• 10+ years of experience in estate and tax planning, trust planning, or fiduciary administration
• Deep experience with strategic wealth planning for HNW and multi-generational families
• Current knowledge of legislative and case law developments in estate planning
Skills & Attributes:
• Strong analytical skills with exceptional attention to detail
• Demonstrated track record as an author and presenter of complex estate planning strategies
• Advanced Excel skills for building complex planning worksheets
• Ability to translate complex planning strategies into clear, client-friendly language
• Highest level of discretion and professionalism with confidential matters
• Collaborative team player who also thrives working independently
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WHY THIS ROLE
→ Senior Technical Authority — serve as the firm's go-to estate planning expert with real visibility and influence
→ Complex, Meaningful Work — daily engagement with sophisticated UHNW multi-generational planning
→ Thought Leadership — publish expert articles and build your profile as an industry authority
→ High-Caliber Environment — collaborate with Managing Directors, client cell teams, and leading outside advisors
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WORK ENVIRONMENT
• 100% On-Site
• Limited travel as business needs require
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HOW TO APPLY
Apply directly through this post.
Explore all open roles at Lyneer Search Group.
Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent — and we've maintained a 100% placement rate in retained searches since 1993.