Estate & Tax Planning Jobs in Valencia

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United States
Part-time Experience : Max 5 yrs required

family law, probate and estate planning, and civil litigation.... The primary duties include: - Assisting in the preparation and filing of legal documents - Conducting legal research and analysis to support case preparation - Representing clients in court proceedings, hearings, and...

Full-time 7 views

opinions. - Draft, review, and revise legal documents including contracts, pleadings, briefs, and memoranda with precision and clarity. - Provide expert guidance on estate planning, family law, landlord-tenant... issues, securities law, workers' compensation law, personal injury claims, tribal law & regulations, pa...

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,...

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...

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 Sep 08, 26
Full-time 20 views Experience : Min 5 yrs required

SEO Friendly Job Title: Tax Manager / Senior Manager... - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager... - Estate/Gift/Trust Group H2 Heading: Come for... Growth and Development! Summary: HCVT, a tax, audit, advisory, and business... Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,......

Posted On Sep 08, 26
Full-time 23 views Experience : Min 5 yrs required

Job Title: Tax Manager / Senior Manager... - High Net Worth Individuals Location: Westlake Village, CA Employment Type: Full-time Work Arrangement: Hybrid Come for the Challenge. Stay for the Experience. professional services firm providing Tax, Audit, Advisory, and Business......

Posted On Aug 06, 26
Full-time 61 views Experience : 9-20 yrs required

The ideal candidate will handle client meetings, prepare basic estate planning documents, and implement... sophisticated wealth transfer strategies. Proficiency in computer skills, practice management, and strong business development skills are essential. Job Details:Conduct client meetings and assess their estate planning needs.Prepar...

Posted On Aug 06, 26
Full-time 20 views Experience : 2-8 yrs required

an experienced and empathetic Estate Planning Attorney to join... clients protect their families and assets through high-quality estate planning services. The firm... utilizes modern technology and a client-focused approach to provide an outstanding legal experience. Candidates must be detail-oriented, well-organiz...

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