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Estate & Tax Planning Jobs in Fremont

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United States
Posted On Jun 19, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Job Title: Estate and Succession Planning Attorney Job... general duties associated with estate and succession planning, including... legal documents related to estate planning, estate and gift... tax, and business succession planning. -... Support partner-level attorneys within... the law firm. - Meet with clients...

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Posted On Aug 03, 26
Full-time 6 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Job Title: Estate and Succession Planning Associate Job... irrevocable trusts, and business planning documents. - Advise clients on... estate, gift, GST tax, and... income tax matters, focusing primarily on... estate and tax planning for... mid to... high-net-worth... individuals and families, as well...

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Posted On Aug 05, 26
Full-time
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family finance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family finance Probate trusts Wills

law firm specializing in estate planning, business planning, probate,... lasting relationships with clients. Attorneys at the firm collaborate closely with individuals and families to understand their goals and devise thoughtful planning solutions. They also work... alongside clients' financial advisors, account...

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Posted On Aug 11, 26
Full-time Experience : 2-20 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Employment Law Estate Planning family Family Law health insurance Insurance personal injury
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Employment Law Estate Planning family Family Law health insurance Insurance personal injury

Overview Law firm is a distinguished law firm renowned for delivering exceptional legal services across the state. With over 25 years of experience, founding attorney Akiva Goldman has built a reputation as a stellar trial lawyer dedicated to client advocacy and...

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Posted On Sep 17, 26
Full-time 1 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... is tasked with providing tax compliance and consulting services... Responsibilities include participating in tax and consulting engagements, identifying... gather necessary information for tax return preparation. The role......

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Posted On Sep 15, 26
Full-time 6 views Experience : 5-10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... professional experience to provide tax compliance and consulting services... Key responsibilities include: - Managing tax and consulting engagements to... needs, as well as tax planning and consulting opportunities.......

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Job Title: Tax Senior Manager, High Net... review complex individual income tax returns (Form 1040), including... structures. - Oversee trust and estate-related filings (Form 1041) and... impacting wealth planning, succession, and family tax strategy. - Develop and implement... advanced tax planning st...

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Posted On Sep 15, 26
Full-time 5 views Experience : Min 7 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... leadership, technical, business development, and interpersonal skills, to deliver tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engag...

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Posted On Sep 15, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: The Tax Managing Director in the... is tasked with providing tax compliance and consulting services... variety of responsibilities: - Leading tax and consulting engagements, and... to identify and address client needs, tax planni...

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Posted On Sep 15, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is tasked with providing tax compliance and consulting services... to high net-worth clients. The role involves a high touch approach to serve individuals and entities with complex...

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Posted On Jul 08, 26
Full-time 1 views Experience : 7-10 yrs required
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management

management services. The core duties include serving as the primary point of contact for wealth management clients, which involves directly developing and implementing strategies to address their financial, investment, insurance, tax, and estate planning needs. This role... necessitates the crea...

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SPONSORED
Estate Planning Associate Attorney

BCG Attorney Search , Recruiter • Troy, MI

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Posted On Aug 11, 26
Full-time 54 views Experience : 3-20 yrs required
Practice Area:
Tax - Private Client Services Trusts and Estates
Practice Area:
Tax - Private Client Services Trusts and Estates

is seeking an experienced Estate Planning Associate Attorney to... a strong background in estate planning, tax matters, and... involves advising clients on estate plans drafting legal documents,... and requires exceptional communication, organizational, and research skills. Prior connections in the financial...

Posted On Aug 11, 26
Full-time 3 views Experience : 1-8 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Practice Area:
Trusts and Estates - General Estate & Tax Planning

law firm seeks an Estate and Succession Planning Attorney... legal documents related to estate planning, estate and gift... tax, and business succession planning,... such as Wills, Trusts, and Powers of on estate, gift, GST tax, and... income tax ......

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