Estate Planning Senior Associate Job at Robert Half (Westwood)

Estate Planning Senior Associate

Well-established Westwood-based business advisory law firm has evolved into a pu...

Location

United States , Westwood

Salary:

300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients
Interest in partnership track with potential for long-term growth
Licensed to practice law in California

Job Responsibility

Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations
Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions
Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes
Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions
Conduct in-depth tax research and provide strategic recommendations

What we offer

Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
Simple IRA with firm matching contributions up to 3% of salary
18 days (144 hours) PTO accrued annually
Paid parking
Paid State Bar membership and other professional dues, as applicable
Pre-approved CLE
10% origination fee on collections from clients originated by you (payable year-end)
Guaranteed bonus on collections (10%) plus discretionary bonus

Fulltime

Assurance Senior Associate - Real Estate

Serve as the engagement lead on specific client accounts Take responsibility f...

Location

United States , Chicago

Salary:

100000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of work experience in another public accounting firm
Real Estate experience preferred
Bachelor's Degree required
CPA licensure achieved or eligibility to sit for the exam
Strong experience using Microsoft Office Suite
Knowledge of audit software such as CaseWare or ProSystem FX
Exceptional organizational and communication (verbal and written) skills

Job Responsibility

Serve as the engagement lead on specific client accounts
Take responsibility for pre-engagement planning, execution, and final deliverables
Develop detailed engagement work plans
Illustrate budgets and schedules
Actively participate in proposals
Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership

What we offer

bonus
medical
vision
dental
life insurance
disability insurance
401(k) plan
free online training

Fulltime

Assurance Senior Associate - Real Estate

Job Description

Location

United States , Chicago

Salary:

100000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of work experience in another public accounting firm
Real Estate experience preferred
Bachelor’s Degree required
CPA licensure achieved or eligibility to sit for the exam
Strong experience using Microsoft Office Suite
Knowledge of audit software such as CaseWare or ProSystem FX
Exceptional organizational and communication (verbal and written) skills

Job Responsibility

Serve as the engagement lead on specific client accounts
Take responsibility for pre-engagement planning, execution, and final deliverables
Develop detailed engagement work plans
Illustrate budgets and schedules
Actively participate in proposals
Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership

What we offer

medical
vision
dental
life
disability insurance
401(k) plan

Fulltime

Senior Associate, Real Estate Development

Crusoe is building the world’s favorite AI-first cloud infrastructure, powered b...

Location

United States , San Francisco

Salary:

159000.00 - 193000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

2–4 years of experience in real estate development, finance, or related infrastructure fields
Highly skilled in financial modeling, deal structuring, and evaluating capitalization strategies
Experience with entitlements, permitting, and land development planning
Adept at managing multiple priorities and tracking project milestones in a fast-paced environment
Strong presentation skills with the ability to influence senior leadership and external partners
Proficiency in Microsoft Excel and PowerPoint

Job Responsibility

Conduct feasibility analyses for new data center development opportunities, assessing power availability, environmental/geotechnical considerations, substation proximity, fiber availability, latency constraints, and broader infrastructure requirements
Create and manage financial models for infrastructure-intensive developments, including analysis of capitalization structures utilizing both conventional and alternative financing sources
Evaluate site selection factors such as energy access, cooling infrastructure, and permitting requirements
Support capital raising efforts through preparation of development models, offering memoranda, investor outreach reports, and other marketing materials
Present acquisition opportunities and return scenarios to senior leadership, with a focus on land values, infrastructure recovery, and investor alignment
Collaborate with consultants, city officials, and community stakeholders on entitlement and zoning efforts
Prepare and manage RFP processes for general contractors and other vendors
Monitor market trends and provide regular analysis on interest rates and financing conditions
Asset-manage predevelopment sites to optimize interim revenue strategies
Partner with internal teams and external advisors to drive complex mixed-use and data center projects from inception through entitlement and pre-construction

What we offer

Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

New

Mid to Senior Level Commercial Real Estate Associate

We are seeking a highly motivated and experienced Commercial Real Estate Associa...

Location

United States , Denver

Salary:

250000.00 - 340000.00 USD / Year

Bryan Cave Leighton Paisner LLP

Expiration Date

Until further notice

Requirements

J.D. from an accredited U.S. law school with strong academic credentials
5 – 7 years of commercial real estate experience at a nationally recognized law firm
Admission to the Colorado bar (or admission pending)
Demonstrated experience in real estate transactions, including acquisitions, dispositions, financing, and leasing
Exceptional drafting, negotiation, and communication skills

Job Responsibility

Structuring and executing acquisitions, dispositions, and financings across diverse asset classes (office, retail, logistics, healthcare/senior living, student housing, hospitality, data centers)
Drafting and negotiating purchase and sale agreements, loan documents, commercial leases, and joint venture agreements
Conducting and managing due diligence, including title, survey, environmental, and zoning reviews
Advising on development projects from entitlement through completion
Collaborating with multidisciplinary teams across tax, construction, planning & zoning, and other practice areas
Supporting clients with day-to-day operational real estate matters, including lease amendments, assignments, subleases, and tenant issues

What we offer

Medical, dental and vision insurance coverage
Life insurance
Retirement plans
Flexible time off plans including paid Parental leave
Paid Time Off (PTO)
Paid holidays
Hybrid work flexibility
Competitive compensation
Robust training and development programs

Fulltime

Senior Associate, Private Equity

Our London office is seeking a Senior Associate to join our Real Estate Private ...

Location

United Kingdom , London

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

5+ years previous experience in real estate finance such as private equity, investment banking or corporate finance
3+ years of experience supporting senior investment team members on asset management and transaction execution
Previous exposure to operational real estate preferred (e.g. residential, student housing, senior housing, self-storage)
Strong academic record with excellent quantitative and analytical skills
Advanced financial modelling capabilities
high proficiency in Excel
Strong written, verbal, and organizational skills
Ability to manage multiple parallel workstreams
Self-starter who can operate independently while contributing effectively within a collaborative team
Demonstrated commitment to company values and best practices

Job Responsibility

Manage investments throughout their lifecycle, including business planning, budgeting, cash flow forecasting, valuations, and periodic reporting
Develop, maintain, and analyse asset-level financial models to monitor performance and support decision-making
Identify and execute value creation initiatives, including leasing strategies, capex programmes, and operational improvements
Monitor third-party property managers and joint venture partners
Support external valuation processes and review third-party appraisals
Identify investment risks and recommend mitigation strategies
Analyse and execute investment dispositions as appropriate
Evaluate acquisition opportunities across Europe, spanning multiple strategies and asset classes
Support underwriting and due diligence for transactions sourced within the team
Coordinate due diligence and closing processes with internal and external stakeholders

What we offer

Competitive compensation
All team members are bonus eligible and participate in a generous annual bonus plan
Leading-edge, human-centric benefits package

Senior Associate - Development

Asana Partners is a retail real estate investment firm creating value in vibrant...

Location

United States , Los Angeles

Salary:

Not provided

Asana Partners

Expiration Date

Until further notice

Requirements

Demonstrated experience executing construction projects
Strong judgement and comfort making decisions independently within defined project parameters
Detail oriented with high tolerance for repetitive execution tasks (budgets, schedules, contracts, pay apps)
Ability to manage multiple active projects simultaneously without sacrificing quality or control
Practical knowledge of construction means, methods, and sequencing
Experience working directly with architects, contractors, and permitting authorities
Strong interpersonal and collaboration skills
Critical thinker with exceptional analytical and problem-solving skills

Job Responsibility

Partner with the investments, asset management, and leasing teams to execute the redevelopment and repositioning of assets based on value creation strategies and serve as the primary owner’s representative from pre-construction through close-out
Take direct responsibility for project budgets, schedules, scopes, and execution outcomes
Manage the full construction process, including design coordination, entitlements, bidding, contract negotiation, construction administration, and turnover
Interview, select, contract, and manage third party consultants, including but not limited to architects, engineers, and general contractors
Enforce cost controls, including: Review and reconciliation of pay applications against contracts and schedules of values
Change order review, negotiation, and approval discipline
Tracking forecasts vs. approved budgets
Identify execution risks early and implement practical mitigation strategies
Assist with due diligence, budgeting, and determining value creation strategies for assets prior to acquisition
Create and review tenant work letters, space plans, delivery dates, and other lease exhibits

Senior Associate - Private Client

We are looking for an ambitious, professional Senior Associate to join our large...

Location

United Kingdom , Kingston

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Degree level 2:1 and ideally commendation at LPC level
Highly numerate, IT literate, with excellent working knowledge of Excel
Evidence of interest in, and commitment to, the success of the firm
Relevant experience within a professional services firm
Understanding of and commitment to Russell-Cooke’s values and ethos
Excellent communication both written and verbal
A self-starter, able to demonstrate high levels of initiative and motivation
Highly organised with an ability to manage assigned tasks in an assertive, efficient and timely manner
Good interpersonal skills, demonstrating professionalism in all dealings
Excellent attention to detail and a positive professional attitude

Job Responsibility

Conduct of own caseload under line management of supervising partner
Strong focus on business development to include networking, article writing, cross-departmental relationship building, developing referrer relationships
Excellent financial management including time recording and billing to reach annual targets
Participation in firm wide cohort and other events
To provide a high quality service to all Russell-Cooke clients
To develop and maintain good client relationship skills
Receive requests for advice from current and potential clients and deciding on the most appropriate responses
Establishing what needs to be done to solve a client’s problems
Qualify into and maintain professional development in a professional body such as STEP, ATT or similar
Support internal procedures and systems of Russell-Cooke including file and financial management

What we offer

Competitive salaries and generous benefits
Excellent opportunity to join a stimulating work environment
Working alongside friendly and supportive colleagues
Superb career development opportunities
Agile working policy which includes working from home for up to 40% of working time each month

Fulltime

Select Country

Estate Planning Senior Associate

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?

Estate Planning Senior Associate

Estate Planning Senior Associate

Assurance Senior Associate - Real Estate

Assurance Senior Associate - Real Estate

Senior Associate, Real Estate Development

Mid to Senior Level Commercial Real Estate Associate

Senior Associate, Private Equity

Senior Associate - Development

Senior Associate - Private Client

Our AI answers in your language