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Estate & Tax Planning Jobs in Morgan Hill

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United States
Posted On Aug 19, 26
Full-time 1 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning
Job Tags:
Estate and Trust Estate Planning family private client

group, working closely with individuals, families, and their professional advisors across the United States. Responsibilities include: - Engaging in estate planning, including gift and... estate tax planning - Managing... estate and trust administration -... Facilitating charitable planning and family successio...

Posted On Sep 06, 26
Full-time 1 views Experience : 2-4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning health insurance Insurance Litigation Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning health insurance Insurance Litigation Probate

for managing trust and estate matters from intake through... conclusion, with assistance from a supervising attorney. - Primary areas of practice include estate planning, special needs planning,... court-supervised trust matters, trust... contests, court accountings, probate administration upon death, and all aspects...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth... partnership, closely held corporation, estate, and gift tax matters.... Review tax research... support the preparation of tax returns, and help prepare... for client meetings tied to consulting projects. Contribute to tax planning opportunities and help......

Posted On Sep 08, 26
Full-time 16 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning M&A PCAOB private equity Software Taxation
Job Tags:
equity Estate Planning M&A PCAOB private equity Software Taxation

Job Title: Tax Manager Job Responsibilities: - The Tax... Manager is responsible for... preparation of all clients’ tax returns, whether prepared personally... in a variety of tax and accounting areas, along... supervisory skills. - Performs technical tax review and approval of... all tax returns and governmental tax......

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

Job Title: Tax Manager, Private Client Services Job... Responsibilities: - Manage tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Review individual,... trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing feedback to......

Posted On Sep 15, 26
Full-time 39 views Experience : Min 10 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex tax returns, including individual, partnership,... S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... delivering proactive tax planning and strategic consulting,... includ...

Posted On Sep 07, 26
Full-time 25 views
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

Job Title: Tax Associate Job Responsibilities: As a Tax... Associate at the company,... a broad range of tax-related duties. These include tax... consulting and tax return... preparation, which involves tax research, tax planning, and... work papers for various tax returns and tax-related projects.......

Posted On Sep 16, 26
Full-time 11 views Experience : 4-8 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Job Title: Tax Director, Private Client Advisors... Perform technical reviews of tax returns for high-net-worth individuals,... including personal income tax returns, closely held businesses... (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation... transactions and the related tax implications, consequences, and treatment.......

Posted On Sep 15, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Job Title: Tax Senior Manager, Corporate/ASC 740 Job... Responsibilities: - The Senior Tax Manager is responsible for... providing tax and consulting services to... their business owners. - Performs tax planning, preparation, and research... for pass-through entities (S-corps, LLCs, Partnerships) and the business owners’...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters. This includes income... tax planning, estate and gift... planning, charitable... strategies, and other sophisticated planning opportunities. - Lead the review... individual and family office tax compliance engagements, ensuring te......

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts

Tax Senior - Real Estate Job Responsibilities: As a Senior Tax... engagement team that provides tax compliance and consulting services... those involved in real estate. Your responsibilities will include: -... strategic and creative federal tax solutions to real estate... owners, operators, and investment......

Posted On Sep 15, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
Affirmative Action branding construction Software special projects Taxation
Job Tags:
Affirmative Action branding construction Software special projects Taxation

Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a... trusted leader of company’s tax services, delivering federal tax... compliance and consulting services... to construction and real estate clients. - Act as a... valued tax business advisor, managing client... relationships on day-to-day tax matters with a range......

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
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... the delivery of tailored tax advice and compliance solutions... in wealth transfer, succession planning, and governance strategies. - Navigate... multijurisdictional families and cross-border tax matters. - Manage and deliver......

Posted On Sep 24, 26
Full-time Experience : Min 3 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information needed for preparing tax returns. - Develop an understanding... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... a Senior Consultant in Tax Strategy and Transformation, you... will work closely with tax subject matter specialists, technologists,... service delivery for various tax services including Corporate, Investment... Management, Operating Flowthroughs, Individuals,...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Job Title: Senior Consultant, Tax Strategy - Tax Transformation Job... a Senior Consultant in Tax Strategy and Transformation, the... responsibilities include collaborating with Tax subject matter specialists, technologists,... and key stakeholders on tax transformation projects. These projects... encompass various tax compliance and advisory client......

Posted On Jul 07, 26
Full-time 1 views Experience : 1-3 yrs required
Job Tags:
Business Formation Business Law Estate Planning Family Law Litigation marketing partnerships
Job Tags:
Business Formation Business Law Estate Planning Family Law Litigation marketing partnerships

Title: Front Desk Concierge & Legal Intake Specialist Job Responsibilities: - Supervise new client onboarding and manage current client files through data entry and paperwork collection to ensure efficient case management. - Conduct various office tasks such as managing spreadsheets, writing emails, faxing,...

Posted On Aug 27, 26
Full-time 1 views Experience : 1-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

in San Jose, CA. The role involves working closely with individuals, families, and their professional advisors to achieve personal, financial, and philanthropic in estate planning and on... gift and estate tax with charitable... and family succession plan...

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