Post Jobs Upload Your Resume Log in

Estate & Tax Planning Jobs in Rancho Santa Fe

47 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. Rancho Santa Fe
  5. Estate & Tax Planning

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Sep 22, 26
Full-time 29 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family marketing Privacy title trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family marketing Privacy title trusts wealth management

vacation and personal time off. Professional development and continuing education opportunities. Collaborative, supportive, and inclusive work environment. Opportunity for remote work options. Beautiful office location in the heart of Solana Beach....

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning family Family Law Litigation marriage prenuptial agreement Probate Settlement Agreement title trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning family Family Law Litigation marriage prenuptial agreement Probate Settlement Agreement title trusts Wills

Job Title: Estate Planning Attorney Job Responsibilities: Counsel &... Guide: The Estate Planning Attorney will host... guidance to ensure that clients' legal needs are met with compassion and precision. Craft Comprehensive Plans: The attorney is responsible for drafting and tailoring estate plans, trusts,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
ADA agreements brokers contracts divorce Estate Planning estates family Family Law Guardianship marriage Mediation Prenuptial Agreements Probate title
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
ADA agreements brokers contracts divorce Estate Planning estates family Family Law Guardianship marriage Mediation Prenuptial Agreements Probate title

Title: Associate Attorney – Trust Administration and Family Building Job Responsibilities: The Associate Attorney position at the law firm focuses on a blend of family law and probate work. The role involves: - Family Building: Drafting and reviewing surrogacy agreements, parentage orders, donor...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

Title Associate, Private Client & Tax Job Responsibilities The role of an... the Private Client & Tax team involves substantial engagement... in complex estate planning and administration matters.... The... associate will work closely with partners, paralegals, and other associates, acting as both an...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 27 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Partnership Probate trusts
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Partnership Probate trusts

include: - Handling Trust and Probate Administration, Conservatorships, and Estate Planning tasks. - Engaging... in effective communication and maintaining a client-focused approach. - Working collaboratively within the team to deliver compassionate client service. - Participating in the mentoring and development...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 12, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

net worth clientele. Key responsibilities include: - Estate planning - Probate -... Trust and estate administration - Preparing estate... and gift tax returns... (preferred) The candidate must demonstrate professionalism, judgment, and motivation to serve clients with diverse backgrounds and person...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 12 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance mergers Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance mergers Taxation trusts wealth transfer

Title: Private Wealth Services – Associate Job Responsibilities: The Private Wealth Services Associate at the law firm will be responsible for managing sophisticated estate planning for high-net-worth individuals... and families. Key responsibilities Designing and drafting complex estate planning documents, such as......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills

Estate Planning Attorney Job Title Estate... Planning Attorney Job Responsibilities -... Conduct initial consultations with clients to understand their estate planning needs and objectives.... - Identify appropriate strategies to meet clients' expressed objectives, those objectives. - Draft estate planning documents, including wills,......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 14, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Conservatorship depositions Estate Planning estates Ethics family Insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Conservatorship depositions Estate Planning estates Ethics family Insurance Probate trusts

Title: Associate Attorney – Estate Planning, Probate, Trusts, and... caseload of Probate, Trust, Estate Planning, and Conservatorship matters... court, mediations, and depositions throughout Southern California. - Lead strategy sessions and maintain proactive, empathetic communication with clients. - Draft estate plans, petitions, mot...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 12, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
civil procedure corporate formation Estate Planning health insurance pleadings Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
civil procedure corporate formation Estate Planning health insurance pleadings Probate trusts Wills

Bar Clerk and/or Experienced Estate Planning Attorney Job Responsibilities: The primary... Bar Clerk and/or Experienced Estate Planning Attorney at the... clients' futures with thoughtful planning and personalized service. The... role requires the candidate to be experienced, empathetic, reliable, organized, and detail-oriented, ready...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time 4 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Social Security Law Administrative Law Trusts and Estates - General Government - General
Job Tags:
appeals Disability Benefits Estate Planning Government
Practice Area:
Estate & Tax Planning Elder Law Social Security Law Administrative Law Trusts and Estates - General Government - General
Job Tags:
appeals Disability Benefits Estate Planning Government

providing high-quality legal advice and representation to low-income individuals in San Diego, particularly in civil legal matters that affect their health. These matters include public and disability benefit appeals, estate planning, and addressing disability... discrimination in housing. The role invol...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... - 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, es...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 25, 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......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 11, 26
Full-time 21 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Job Title: High Net-Worth Estate Planning AttorneyJob Overview: A... a long-standing reputation in estate planning and asset preservation... attorney to join its estate planning practice. The ideal... and business owners on legacy planning, charitable giving, tax-efficient strategies, and business succ......

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

In-House Law Firm Recruiter Public Interest
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend