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Estate & Tax Planning Jobs in Vallejo

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United States
Posted On Jul 03, 26
Full-time 7 views Experience : Min 15 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts

THE ORGANIZATION The organization is a regional catalyst, connector, and collaborator, bringing together the resources and skills of donors, business, government, and community to tackle some of the toughest challenges in the region. It promotes philanthropy and supports philanthropists to invest...

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

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... investment entities. - Perform technical reviews 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, est...

Posted On Jul 09, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: The primary... responsibility of the Estate Planning Attorney at the... clients in completing accurate estate plans that fulfill their... specific wishes efficiently. This involves being available for an initial 'start' meeting within five business days, scheduling...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 15 yrs required
Practice Area:
Tax - Federal Real Estate - Tax Tax - General
Job Tags:
Affirmative Action branding construction Software special projects Taxation
Practice Area:
Tax - Federal Real Estate - Tax Tax - General
Job Tags:
Affirmative Action branding construction Software special projects Taxation

Title: Tax Principal, Real Estate Job Responsibilities: - Act as a... leader within the company's tax services, delivering federal tax... compliance and consulting services... to construction and real estate clients. - Lead client relationships... on day-to-day tax matters, serving as a... valued tax business advisor for clients......

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Job Title: Tax Manager, Private Wealth Job Responsibilities: -... individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift,...

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

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

Posted On Sep 28, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Job Title: Tax Manager or Director Job Responsibilities: -... such as succession and tax planning. - Lead, schedule, supervise,... and review tax engagements. - Develop and train... professional and attend industry-leading events and trainings. - Perform a range of tax procedures in accordance with... the...

Posted On Jul 28, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Estate & Tax Planning Probate Employment Law - General Trusts and Estates - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Estate & Tax Planning Probate Employment Law - General Trusts and Estates - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour

Title: Associate Attorney - Employment Practice Group Job Responsibilities: The associate attorney will be responsible for representing companies and individuals in defense of litigation involving human resources management, employment contracts, and employee benefits. The role involves: - Representing employers in court, arbitration, before...

Posted On Sep 09, 26
Full-time 17 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

- Engaging in sophisticated estate planning and drafting -... Managing trust and estate administration - Handling estate... and gift tax matters... - Conducting charitable planning - Collaborating with attorneys... across various offices within the Financial Services & Capital Markets strategic...

Posted On Jul 15, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts

will collaborate closely with partners and other associate attorneys. The primary responsibilities include working on sophisticated estate planning, trust administration, and... tax-related matters. This role demands... expertise in drafting and implementing complex estate planning strategies such as... Generation-Skipping... Transfer (GST...

Posted On Jul 28, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts

firm. This role involves managing a variety of responsibilities, including but not limited to: - Providing legal services related to estate planning and trust administration. -... Drafting and implementing complex estate planning strategies, such as... GST legacy trusts, SLATs, GRATs, IDGTs, and...

Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Design and implement sophisticated estate plans. - Assist individual... protection, and gift and estate tax issues. - Deliver... high-quality, personalized service with strong attention to detail. - Work primarily with attorneys in the Financial Services & Capital Markets business unit....

Posted On Aug 03, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour

Title: Employment Associate Attorney Job Responsibilities: The Employment Associate Attorney will be part of the Employment practice group at a growing law firm. This role involves representing both companies and individuals in litigation related to human resources management, employment contracts, and employee...

Posted On Sep 18, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts

legal pleadings related to estate planning. - Liaise with clients... to provide updates on the status of their legal matters. - Conduct research on relevant trusts and estates topics to support client cases. - Manage transactional matters requiring attention to detail and strong...

Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

law firm specializing in estate planning, taxation, and business... The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most suitable estate plans or gifting strategies... tailored to their individu...

Posted On Sep 03, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

nationally recognized team specializing in estate and tax planning, trust... administration, and handling complex estate matters. The responsibilities include:... - Assisting individuals and families with sophisticated estate and tax planning techniques.... - Creating and administering family offices. - Administering, decanting,...

Posted On Sep 10, 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:
agreements Estate and Trust Estate Planning private client Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills

Department Job Responsibilities: - Engage in estate planning, tax planning, and... transactional practices. - Handle high-net-worth estate and tax planning. - Manage... estate and trust administration processes. -... Draft wills and trust agreements. - Demonstrate excellent drafting, writing, and analytical skills. - Ensure accuracy and a strong...

Posted On Aug 16, 26
Full-time 16 views Experience : 3-18 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

OverviewA law firm seeks a sophisticated estate planning and trust administration... attorney in San Rafael, CA, with a minimum of 8-10 years of The firm excels in estate planning, administration, corporate and... business transactions, real estate, tax, and related litigation,......

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