Private Wealth Services – Associate

Greenberg Traurig • San Diego, CA

7d • $249,000 - $325,000

About The Position

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 variety of industries across the country. 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. 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. 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, 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. Global scale with street smarts With 51 locations, Greenberg Traurig's global network provides the platform clients need to operate in today's legal marketplace. Our team is recognized by rankings in current Chambers & Partners Guides in jurisdictions and practices around the world, based on thousands of interviews with practicing lawyers and clients. In addition, Greenberg Traurig is proud to have more lawyers listed in The Best Lawyers in America than any other law firm, a position we have held since 2008. Greenberg Traurig (GT) is committed to ensuring a safe and transparent recruitment process. Please be advised of the following: Official Job Listings: All legitimate job opportunities with GT are posted here on our official website. GT job advertisements found outside our verified accounts with LinkedIn, Glassdoor, and Indeed should be treated with caution. 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. Verified Communication Only: While all official communications will come from a GT email address associated with GT’s domain (e.g., @gtlaw.com), we recognize that it is easy to spoof such communications to make them look like they are coming from GT. Therefore: before responding to an email purportedly from GT, contact your GT Recruiting Contact by phone to verify that the email is valid. Also, please verify the GT office address on our website before attending an interview. We encourage all applicants to remain vigilant and exercise caution during the application process. If you encounter or suspect a fraudulent job posting or an individual falsely claiming to represent GT, please report it immediately to [e-mail]. Thank you for your diligence and for your interest in joining Greenberg Traurig. Thank you for your vigilance and interest in joining Greenberg Traurig. From our humble beginnings in 1967 in South Florida, our focus has never been changed: serve clients better. Learn More Engagement, Culture & Opportunity Since 1967, we’ve built our firm by welcoming attorneys and professionals from all backgrounds who share our drive and commitment to excellence. GT thrives on the passion and drive of our people, emphasizing merit, innovation, belonging, and collaboration first. This commitment has been at the center of our story since our founding and has been essential to our and our client’s success. Learn More We are thankful for the trust our clients place in us and we are proud of being recognized for the service we provide. Learn More 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.

Requirements

• 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.

Nice To Haves

• 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)

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed