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Estate & Tax Planning Jobs in San Clemente

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United States
Posted On Sep 03, 26
Full-time 6 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 consult on the estate planning process, focusing on... tax income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......

Posted On Sep 20, 26
Full-time 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

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.......

Posted On Aug 24, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Estate Planning Attorney Job Responsibilities: - Engage... goals and needs in estate planning. - Develop and recommend... comprehensive estate planning strategies tailored to... legal documents related to estate planning, ensuring accuracy and... families through the decision-making process regarding estate planning, help...

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,...

Posted On Sep 22, 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...

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...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills

worth clients on comprehensive estate planning strategies, encompassing wills,... limited partnerships, and charitable planning. - Draft, review, and implement... complex estate planning documents, trust instruments,... powers... of attorney, health care directives, and related agreements. - Manage trust administration and probate matters, including...

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...

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...

Posted On Sep 02, 26
Full-time 3 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...

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...

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...

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...

Posted On Aug 18, 26
Part-time 3 views
Practice Area:
Litigation - Real Estate - Defense Workers\' Compensation Law - General
Job Tags:
Affirmative Action agreements Collective Bargaining Harassment higher education local government public sector sexual assault Sexual Harassment tenants
Practice Area:
Litigation - Real Estate - Defense Workers\' Compensation Law - General
Job Tags:
Affirmative Action agreements Collective Bargaining Harassment higher education local government public sector sexual assault Sexual Harassment tenants

Title: Part Time Juris Doctor Clinical Law Program 2026-2027 Job Responsibilities: The role involves teaching responsibilities within the Juris Doctor Clinical Law Program, specifically for the Workers and Tenants Law and Organizing clinic. General duties include: - Conducting lectures and teaching various clinical...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates finance Government trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates finance Government trusts

Job Title: Tax, Trusts & Estates Legal... Provide administrative support to tax, trusts, and estate planning... attorneys by preparing... correspondence... phone and correspondence regarding estate plans. - Prepare, revise, proofread,... various government agencies. - Organize and prepare estate planning binders. Manage at......

Posted On Sep 03, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action equity Estate Planning estate tax family fiduciary Insurance Partnership Profit Sharing trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estate tax family fiduciary Insurance Partnership Profit Sharing trusts Visa

Job Title: Tax Manager - High Net... Worth Tax Job Responsibilities: As a Tax Manager... in the high-net-worth tax practice, the individual will... and reviewing highly complex tax returns, including individual, fiduciary,... corporate, partnership, and non-profit tax returns by required deadlines. -... Evaluating the tax situation of individuals, their......

Posted On Aug 08, 26
Full-time 6 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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