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Estate & Tax Planning Jobs in Claremont

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United States
Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

the full lifecycle of estate planning matters, including intake,... legal documents such as wills, revocable living trusts, powers of attorney, advance healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling,... beneficiary designations, and trust funding. - Hand...

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Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Job Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: ... - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present...

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Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

looking for an experienced Estate Planning Attorney to join... Ontario Office. The Estate Planning Attorney will provide... in all aspects of estate planning, trust administration and... of attorney, and other estate planning documents Advising... and objectives Preparing estate tax returns...

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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning - Remote Eligible Job... Advising and consulting on estate planning processes to formulate... tax income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......

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Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Wealth Transition Services Tax Manager - Tax and... Estate Planning Duties: The candidate... and consulting on the estate planning process to create... tax of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.......

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Posted On Sep 22, 26
Full-time 48 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Estate Planning Lawyer – Join... in Nevada! H1: Estate Planning Lawyer Opportunity in... a talented and experienced Estate Planning Lawyer looking for... a new and exciting opportunity? Look no further! Our Nevada office is currently seeking a motivated and...

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Posted On Aug 30, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills

Job Title Senior Estate Planning Attorney Job Responsibilities... draft, and implement advanced estate plans for ultra-high-net-worth individuals... and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access trusts (SLATs), charitable remainder unitrusts (CRUTs), intentionally defective grantor trusts (IDGTs),...

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Posted On Sep 17, 26
Full-time 82 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Estate Planning Lawyer Are... a talented and experienced Estate Planning Lawyer in Nevada... our team as an Estate Planning Lawyer. **Members Only,**,... law firm specializing in estate planning, tax optimization, asset... protection and succession planning. With a focus on......

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Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

— Special Education & Estate Planning (Temp-to-Perm) Job Type: Contract,... Full-time (Temp-to-hire) Pay: $115,000 to $130,000 per year Schedule: 40 hours/week About Us The law firm is built on the principle that families deserve an advocate who comprehends both the legal framework and the personal...

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Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and...

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Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Job Title: Tax Senior Manager - Private... environment that values exceptional client service and tax expertise. - Oversee tax... planning and compliance functions... for ultra-high net worth individuals and their families, with a focus on clients in the financial se...

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Posted On Sep 21, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

Job Title: Estate Planning & Corporate Attorney Job... Responsibilities: - Estate Planning: Advise on moderate... to advanced estate, trust, gift, and income... tax planning strategies, including wealth-transfer... structuring, business succession planning, and tax-efficient entity structuring. Draft and... structure revocable living trusts, irrevocable...

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills

Administration, Trust Administration, and Estate Planning Services. Our mission... is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring our clients receive the highest quality of service. Summary As an Attorney at law firm, you will...

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Posted On Jul 20, 26
Full-time 11 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

**Job Title: Tax Attorney** **Job Responsibilities:** The Tax Attorney... areas of estates, trust, tax, business, and wealth planning... meeting with prospective and existing clients for consultations on tax planning and estate planning... matters of varying... complexity. -... Managing pre and post-mortem estate...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

Job Title: Experienced Estate Planning Attorney Job Responsibilities: - Engage... on tax planning and estate planning matters, ranging from... Handle pre and post-mortem estate administration. - Draft and execute... various estate planning documents, including revocable... and irrevocable trusts. - Prepare and review contracts, business...

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Posted On Aug 08, 26
Full-time 80 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

Law Firm seeks an estate planning lawyer with 3+... a wide range of estate planning matters. Will be... legal documents related to estate planning. Advising clients on... estate planning strategies and developing... personalized plans. Conducting legal research and staying up-to-date...

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