Db_b875d025731feea5a308bba40eb6e1b7
This role involves advising individuals and families on sophisticated estate and tax planning while handling complex trust and estate administration matters. The position requires working directly with clients and experienced attorneys on private client matters, including business interests and transfer tax issues. Candidates should possess strong transactional and estate planning experience with excellent drafting and analytical skills.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Db_b875d025731feea5a308bba40eb6e1b7.
495% above the average for this role
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