Estate & Tax Planning Jobs in North Hollywood

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United States
Full-time 2 views Experience : Min 5 yrs required

and families on comprehensive estate and trust planning strategies. -... and irrevocable trusts, powers of attorney, and related estate planning documents. - Design tax-efficient... wealth transfer strategies, including... gifting strategies, GRATs, ILITs, Dynasty Trusts, and other advanced planning vehicles. - Handle trust admi......

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Posted On Sep 03, 26
Full-time 32 views Experience : Min 7 yrs required

Job Title: Tax Senior Manager - High... Net Worth Tax Job Responsibilities: As a Tax... Senior Manager in the... high-net-worth tax practice, the primary responsibilities... tax legal documents related to estate and business succession planning.... on individual, trust, and estate planning and comp...

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Posted On Sep 03, 26
Full-time 5 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... tax legal documents associated with estate and business succession planning. -......

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

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 Experience : 5-10 yrs required

is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Company has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior... Tax Accountant (Preparer) plays a... crucial role in the Tax department, focusing on the... preparation of various tax returns and assisting clients... with diverse tax-related matters. The responsibilities include: -... federal and multi-state income tax returns. - Collaborating closely with... tax...

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Full-time 1 views Experience : Min 15 yrs required

Responsibilities: - Advise clients on estate planning strategies, including wills,... Draft, review, and execute estate planning documents such as... funding instruments, beneficiary designations, and related agreements. - Provide counsel on federal and state estate and gift tax issues,... coordinate with tax adviso...

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Full-time 3 views

Title Associate Attorney Job Responsibilities Conduct detailed legal research using platforms such as LexisNexis and Westlaw to support case strategies across various practice areas. Draft and review legal documents including contracts, motions, pleadings, and discovery requests with precision and clarity. Prepare for court...

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Full-time 8 views Experience : 5-9 yrs required

department at the law firm. The responsibilities of this position include: - Counseling clients on core estate planning, privacy structures, advanced... gift, estate, and generation-skipping transfer tax... planning. - Advising on California... property tax planning and residency planning... for transitory clients, wh......

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Full-time 2 views Experience : 1-5 yrs required

complex issues of international estate, inheritance, and tax law,... analyzing European and . legal precedents, statutes, and regulations. Shape legal strategies and ensure compliance with laws of both jurisdictions. Provide legal advice in jurisdictions of admission. - Cross-Border Case Management: Manage...

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Full-time 2 views Experience : 4-7 yrs required

Responsibilities: - Engage in high-net-worth estate and tax planning. - Draft... charitable planning documents. - Oversee estate and trust administration processes. -... Exhibit excellent drafting, writing, and analytical skills. - Maintain accurate and strong attention to detail. - Demonstrate a high level of organization. - Possess strong...

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Full-time 7 views Experience : Min 5 yrs required

law firm. - Work on estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns (preferred experience). - Demonstrate... professionalism, judgment, and motivation in serving high net worth clientele with diverse backgrounds and personalities. - Exhibit strong research, writing,...

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Full-time 3 views Experience : Min 8 yrs required

Title: Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner Job Responsibilities: The position involves joining the Private Clients, Trusts & Estates practice at a law firm, working primarily with two partners who have active and growing practices. The attorney...

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Full-time Experience : Min 6 yrs required

of tasks centered around estate planning and administration for... high-net-worth individuals. Key responsibilities include: - Advising high-net-worth individuals and managing family office structures. - Engaging in comprehensive trust and estate planning. - Administering trusts and... estates efficiently. - Handling probate filings to ensure compli...

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Full-time 1 views Experience : Min 10 yrs required

high-net-worth (HNW) clients on estate, gift, and generation-skipping transfer... (GST) tax planning. - Design and implement... advanced planning strategies, including Grantor Retained... Spousal Lifetime Access Trusts (SLATs), charitable trusts, family limited partnerships, and other sophisticated structures. - Oversee complex estate and...

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Full-time Experience : Min 5 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: The estate... planning attorney will be... in the areas of estate planning and related transactional... involving tax, business, real estate, litigation, and estate planning.... Key responsibilities include drafting... and analyzing legal documents, offering strategic advice...

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Full-time 29 views Experience : Min 10 yrs required

law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored for... high net worth individuals and families. - Drafting estate planning documents, with a... focus on both revocable and irrevocable trusts. - Collaborating with clients to under...

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Full-time 27 views Experience : 5-6 yrs required

Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary... the Mid-Level Trust & Estate Transactional Associate include engaging... in sophisticated estate planning and trust administration.... responsible for drafting comprehensive estate plans, which encompass the... working directly with senior estate plannin...

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Full-time 8 views Experience : 4-8 yrs required

Responsibilities: - Engage in sophisticated estate planning and drafting. - Administer... and estates efficiently. - Handle estate and gift tax-related matters. -... Conduct charitable planning for clients. - Collaborate with... attorneys across various offices within the Financial Services & Capital Markets strategic industry group. - Demonstrate...

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