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

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

Benefits offered by this job

Health insurance

401(k)

Paid vacation and sick time

Employee assistance program

Discretionary bonus

Job summary

Greenberg Traurig, LLP is looking for a full-time Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range is $249,000 to $325,000 per year. The position offers comprehensive benefits including health insurance and a 401(k). GT values an inclusive workplace and encourages applications from various backgrounds.

Qualifications

• 4–8 years of experience in sophisticated estate planning for high-net-worth individuals.
• Proven track record in drafting complex estate planning documents.
• Ability to manage trust modifications and estate administrations.

Responsibilities

• Design and draft complex estate planning documents.
• Oversee complex trust and estate administrations.
• Conduct legal research involving cross-border estate planning.

Skills

Sophisticated estate planning

Managing and overseeing trust and estate administrations

Legal research and analysis

Detail-oriented and organizational skills

Supervising and mentoring junior associates

Education

J.D. from an accredited law school

LL.M. in Taxation or Estate Planning

Job description

Greenberg 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 a 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, non‑judicial 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 year

Actual 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, 401(k), 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.