Private Client Services Associate (Mid-Level to Senior)

Everforth, Cybercoders; California (MO); On-site; USD 265,000 - 320,000; Full time

Benefits offered by this job

Medical

Dental

Vision

FSA/HSA

Life Insurance (1 year's salary)

ADD

Short and Long term disability

Job summary

Everforth Cybercoders seeks a Private Client Services Associate (Mid-Level to Senior) in Los Angeles, CA. The role requires 5-9 years of experience in private client services, focusing on estate planning, advanced gift, and tax strategies for high net worth clients, with fiduciary and litigation exposure.

The position is full-time and on-site, offering access to complex domestic and international tax matters, wealth transfer, and professional development opportunities within a multidisciplinary

Qualifications

• Licensed and in good standing to practice law in California.
• 5-9 years of experience in private client services, estate planning, tax, trusts and estates, fiduciary administration, or closely related areas.
• Strong interest in sophisticated private client services for high net worth individuals and families.

Responsibilities

• Advise high net worth individuals and families on estate and tax planning, wealth transfer, and fiduciary matters.
• Draft and review estate planning documents, trust instruments, charitable structures, governance documents, and client materials.
• Counsel on advanced gift, estate, and generation-skipping transfer planning strategies.
• Assist with California property tax planning and residency planning, and mobility planning for domestic and international clients.
• Handle foreign trusts with U.S. assets or beneficiaries and assist pre- and post-liquidity planning.
• Advise fiduciaries and beneficiaries on post-death administration and related tax matters.
• Collaborate with attorneys across corporate, income tax, real estate, entertainment, and other practices.

Skills

Estate planning

Tax planning

Fiduciary administration

Private client services

Client interaction

Discretion/judgment

Legal writing

Education

Licensed to practice law in California

Job description

Job Description

Private Client Services Associate (Mid-Level to Senior)

An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate and generation-skipping transfer tax planning, California property tax planning, residency planning, foreign trust matters, post-death trust and probate administration, fiduciary income tax planning, trust and estate disputes, fiduciary and beneficiary litigation, charitable planning, grant making, and nonprofit administration for high net worth and ultra-high net worth individuals and families.

Offer

Salary range: $265,000-$320,000+, contingent on experience

Full-time onsite role in a sophisticated Los Angeles-based private client services practice

Opportunity to work directly with high net worth and ultra-high net worth clients, families, fiduciaries, and trusted advisors

Access to complex domestic and international tax, wealth transfer, estate planning, succession planning, and fiduciary matters

Professional development support, technical training, publication opportunities, and participation in leading industry conferences

Collaborative platform with attorneys across corporate, income tax, employment, real estate, entertainment, and environmental practices

Comprehensive benefits package, including medical, dental, vision, retirement benefits, paid time off, and additional firm-sponsored benefits

Qualifications

• Licensed and in good standing to practice law in the State of California
• 5-9 years of experience in private client services, estate planning, tax, trusts and estates, fiduciary administration, or a closely related practice area
• Strong interest in sophisticated private client services work involving high net worth and ultra-high net worth individuals, families, fiduciaries, and advisors
• Demonstrated interest in technical tax practice through coursework, prior professional experience, or an LL.M. program is preferred but not required
• Experience with estate planning, wealth transfer planning, gift and estate tax issues, generation-skipping transfer tax planning, trust administration, probate administration, charitable planning, or fiduciary matters is strongly preferred
• Ability to manage frequent direct client and advisor interaction with professionalism, judgment, and discretion
• Strong academic credentials, excellent writing skills, and the ability to analyze complex tax, fiduciary, and estate planning issues
• Interest in long-term professional development, technical excellence, thought leadership, and active participation in the private client services industry

Responsibilities

• Advise high net worth and ultra-high net worth individuals and families on estate planning, wealth transfer planning, tax planning, succession planning, and fiduciary matters
• Draft and review sophisticated estate planning documents, trust instruments, charitable planning structures, governance documents, and related client materials
• Counsel clients on advanced gift, estate, and generation-skipping transfer tax planning strategies
• Assist with California property tax planning, residency planning, and planning for domestic and international client mobility
• Handle matters involving foreign trusts with U.S. assets or U.S. beneficiaries
• Support pre-liquidity and post-liquidity event planning for individuals, families, business owners, and closely held enterprises
• Advise fiduciaries and beneficiaries on post-death trust administration, probate administration, fiduciary income tax planning, and related compliance issues
• Work on trust and estate disputes, fiduciary litigation, beneficiary litigation, and contentious administration matters as needed
• Collaborate with attorneys across corporate, income tax, employment, real estate, entertainment, and environmental practices on interdisciplinary client matters
• Maintain direct communication with clients, family offices, fiduciaries, accountants, financial advisors, and other trusted advisors
• Contribute to professional development, industry visibility, publications, presentations, and participation in private client services conferences and organizations

Benefits

• Medical (PPO and HMO options)
• Dental
• Vision
• FSA and HSA
• Life Insurance (1 years salary)
• ADD
• Short and Long term disa