Private Wealth Services Associate (Mid to Senior Level) - San Diego

Greenberg, Traurig, PA; San Diego (CA); On-site; USD 249,000 - 325,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Discretionary bonus

Flexible Spending Accounts

Vacation and sick time

Job summary

Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4–8 years of relevant experience, strong attention to detail, and the ability to supervise junior associates. The position offers a competitive salary range of $249,000 to $325,000 with a benefits package including health insurance, retirement plans, and more.

Qualifications

• 4–8 years of experience in estate planning for high-net-worth individuals.
• Exceptional mid-level candidates with strong credentials will be considered.
• Experience supervising or mentoring junior attorneys.

Responsibilities

• Design and draft complex estate planning documents.
• Manage trust and estate administrations.
• Conduct sophisticated legal research involving multijurisdictional considerations.

Skills

Sophisticated estate planning

Managing complex matters

Supervising and mentoring junior associates

Legal research and analysis

Attention to detail

Education

Juris Doctor (JD)

LL.M. in Taxation or Estate Planning

Job description

Private Wealth Services Associate (Mid to Senior Level) - San Diego page is loaded## Private Wealth Services Associate (Mid to Senior Level) - San Diegoremote type: Hybridlocations: San Diegotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR202600470Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our San Diego office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the *Am Law* Global 100; the associate will have the opportunity to work with clients, large and small, from variety of industries across the country. **Job Requirements**We are seeking a senior-level associate (4–8 years of experience) with a proven track record in sophisticated estate planning for high-net-worth individuals and families. Exceptional mid-level candidates with strong credentials and demonstrated leadership ability will also be considered. The ideal candidate is highly detail-oriented, proactive, and able to supervise and mentor junior associates, while independently managing complex matters. This is a hands-on role for someone ready to hit the ground running in a fast-paced, collaborative environment. · Extensive experience designing and drafting complex estate planning documents, including Revocable Trusts, ILITs, SLATs, IDGTs, GRATs, and related wealth transfer structures.· Experience with the transfer of QSBS stock, business interests, and real estate, including addressing the complexities of entity structures, valuation, succession planning, and tax implications.· Proven ability to manage and oversee complex trust and estate administrations, including trust modifications, decantings, mergers, nonjudicial settlement agreements, and trust terminations.· Ability to conduct sophisticated legal research and analysis involving multijurisdictional and occasionally cross-border estate planning considerations.· Demonstrated attention to detail and organizational skills, with a commitment to producing high-quality work and supervising junior team members. **Preferred qualifications:**· Prior experience in a fast-paced law firm setting· Experience supervising or mentoring junior attorneys.· Strong research, drafting, and verbal communication skills· LL.M. in Taxation or Estate Planning (preferred but not required) **Practice Summary**Greenberg Traurig’s Private Wealth Services Department is dedicated to guiding individuals and families through the complexities of wealth transfer and estate planning. Our attorneys deliver comprehensive, integrated advice on income and transfer tax matters, always considering current and anticipated changes in tax and state laws that may impact our clients’ plans. With deep experience in structuring sophisticated estate plans—including business interests, real estate, and advanced wealth transfer techniques—GT attorneys collaborate closely with clients to develop tailored strategies that preserve, protect, and maximize their legacies. Leveraging a robust national and international platform, we provide personalized solutions and seamless counsel in the locations most convenient for our clients. **Application Instructions:** To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample. *Submissions from search firms will only be accepted through our web portal for third party submissions; for access, contact* *Mina Habib* *and* *Jessica Fijolek*The expected pay range for this position is:$249,000 to $325,000 per yearActual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.**No Fees Required**: GT will **never ask for payment for work equipment or network access**. Also, there are no application fees. We do not ask for bank information or any form of monetary or financial compensation during the recruitment process. All job offers will be preceded by an interview with our hiring team.If you need a reasonable accommodation as part of the employment selection process, please contact us by sending an email to [e-mail]. In your email please include a description of the specific accommodation you are requesting and a description of the position for which you are applying. If you have a disability that makes it difficult to express your interest in a job through our online application process, or if you require TTY/TDD assistance, please contact us to tell us about your needs.