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Estate & Tax Planning Jobs in Fullerton

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United States
Posted On Sep 03, 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 03, 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 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 Sep 08, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain... strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer ......

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Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

Job Title: Estate Attorney Job Responsibilities: - Advise high-net-worth... family offices on comprehensive estate planning strategies, including wealth... transfer, tax planning, and asset protection. -... Design and implement sophisticated estate plans, including trusts, business... succession structures, and generational planning strategies. - Manage and maintain... planning...

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Posted On Sep 03, 26
Full-time 5 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... and consulting on the estate planning process to create... 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 Jun 10, 26
Full-time 17 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning gift tax Insurance Living Trusts marketing Mergers and Acquisitions Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning gift tax Insurance Living Trusts marketing Mergers and Acquisitions Taxation trusts

Title: Attorney, Tax & Estate Planning Job Responsibilities: - Handle advanced... estate and income tax planning... customized foundational and advanced estate planning documents. - Meet with... irrevocable gifting trusts. - Research estate planning, tax, and related... legal issues. - Evaluate, update, and coordinate template documents,...

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Posted On Sep 07, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Private Tax sector, the primary responsibilities... delivering personal and private tax advice and compliance support... to business owners, business-owning families, and owners of...

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Posted On Jul 07, 26
Full-time 18 views
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women

Job Title: Estate Planning Attorney - Junior... assess their financial and estate planning needs. - Provide tailored... solutions. - Develop and implement tax strategies to minimize clients’... tax liabilities, including income, estate,... and gift taxes. - Draft... and review revocable trusts, irrevocable trusts,...

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Posted On Aug 18, 26
Part-time 3 views
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is... Program and the Graduate Tax Program. Lecturers will be... that may include Advanced Estate Planning, among other subjects... relevant... to the expertise of experienced practitioners or academics. General duties for this...

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Posted On Aug 10, 26
Full-time 48 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts

firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for... high net worth individuals and families. The role requires significant experience in drafting various estate planning documents, including revocable... and irrevocable trusts. Th...

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Posted On Apr 29, 26
Part-time 10 views
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** Master... Program and the Graduate Tax Program. The position involves: -... Teaching courses such as Estate Planning and other subjects... that... align with the expertise of experienced practitioners or academics. - Holding office hours...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills

Title: Licensed CA Attorney Job Responsibilities: The law firm is seeking licensed California attorneys for a non-litigation, non-traditional position. The role offers flexibility in terms of hours and can be either full-time or part-time. The responsibilities include providing legal expertise in various...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

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Posted On Aug 18, 26
Part-time 2 views
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is... Program and the Graduate Tax Program. The responsibilities for... the Master of Laws Program, specifically in areas such as Estate Planning. - Holding office hours... to... support and advise students. - Assigning grad...

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Posted On Aug 30, 26
Full-time 9 views
Practice Area:
Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General Real Estate - Leasing Real Estate - Development/ Dirt law
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning
Practice Area:
Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General Real Estate - Leasing Real Estate - Development/ Dirt law
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning

Title: Mid-Level Commercial Real Estate Associate – US Job Responsibilities:... a Mid-Level Commercial Real Estate Associate, the candidate will... spectrum of commercial real estate issues. Responsibilities include: -... Structuring and executing acquisitions, dispositions, and financings across various asset classes such as...

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Posted On Jul 29, 26
Full-time 5 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

on foundational and advanced estate and tax planning for... role offers significant client interaction and the opportunity to develop technical expertise alongside experienced advanced estate and income tax planning... for high-net-worth customized foundational and advanced estate planning document...

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