Estate & Tax Planning Jobs in Santa Monica

109 jobs

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

Create a Job Alert for this Search

United States
Full-time 4 views Experience : 1-3 yrs required

legal education within the Trusts & Estates practice area. - Draft Estate Planning documents such as... Trusts, Wills, and Powers of Attorney. - Serve as "second chair" in Probates, Trust Administration, and Conservatorships. - Gradually assume more responsibilities and work independently on task...

Full-time 1 views Experience : Min 5 yrs required

is seeking a dynamic tax attorney with substantial experience... in tax equity structures, tax credit... programs, specifically 48e legislation, and other advanced tax planning concepts. While experience... with a large firm is advantageous, it is not a requirement for this...

Part-time 1 views Experience : Min 5 yrs required

Job Title: Tax Attorney Job Responsibilities: - Advise clients... on estate planning strategies to minimize... tax liabilities and ensure proper... research to interpret current tax laws and regulations. - Draft... other documentation related to tax disputes and litigation. - Assist... with compliance reviews involving...

Full-time 9 views Experience : 4-6 yrs required

Title Mid-Level Commercial Real Estate Associate – US Job... Responsibilities As a Mid-Level Commercial Real Estate Associate, you will be... entrusted with critical responsibilities that involve advising a diverse clientele, including array of commercial real estate issues. Your key responsibilities......

Posted On Sep 14, 26
Full-time 1 views Experience : 2-7 yrs required

submission process for legal directories and rankings, ensuring the practice’s expertise is represented accurately. - Market & Competitive Intelligence: Lead the research and documentation of baseline market perceptions and competitor practice activities to inform strategic planning at the partner level. -... GTM...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Business Marketing Manager - M&A, PE, Capital Markets Job Responsibilities: The Business Marketing Manager - M&A, PE, Capital Markets is a crucial role within the Marketing and Client Development team at the law firm. This position is embedded in the Business...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... and/or investment 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 22, 26
Full-time Experience : Min 2 yrs required

funds, private equity, real estate) with state and local... tax issues including compliance, advising,... planning, and controversies. - Engage with... on state and local tax controversies, which involves preparing... clients for discussions with auditors, representing the client at hearings and app...

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......

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...

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. -......

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.......

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...

Posted On Sep 15, 26
Full-time Experience : Min 8 yrs required

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

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......

Full-time 3 views Experience : Min 3 yrs required

Job Title: Associate - Tax, Trusts & Estates Department Job... primarily focus on transactional tax matters. - Work closely with... domestic business transactions and tax planning for privately held... S corporations, and C corporations, on the federal, state, and local tax aspe...

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...

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...

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...

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,...

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend