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

About the role

Greenberg Traurig (GT), a global law firm, seeks a full-time Associate in the Private Wealth Services Practice of our San Diego office. The position offers competitive compensation and an excellent benefits package.

Responsibilities

• Design and draft complex estate planning documents, including Revocable Trusts, ILITs, SLATs, IDGTs, GRATs, and related wealth transfer structures.
• Manage and oversee complex trust and estate administrations, including trust modifications, decantings, mergers, nonjudicial settlement agreements, and trust terminations.
• Conduct sophisticated legal research and analysis involving multijurisdictional and occasionally cross-border estate planning considerations.
• Provide comprehensive, integrated advice on income and transfer tax matters, considering current and anticipated changes in tax and state laws.
• Collaborate closely with clients to develop tailored strategies that preserve, protect, and maximize their legacies.
• Work with clients from various industries across the country, providing personalized solutions and seamless counsel.

Requirements

• 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.
• Highly detail-oriented, proactive, and able to supervise and mentor junior associates, while independently managing complex matters.
• 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.
• Strong research, drafting, and verbal communication skills.
• 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.
• LL.M. in Taxation or Estate Planning (preferred but not required).

Benefits

• 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
• Employee Assistance Program
• Voluntary programs: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance, and pet insurance

Pay

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.

Schedule

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.

Commute/Transit Programs

Commute and transit programs may also be available in certain markets.

EEO Statement

Greenberg Traurig 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.