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Estate & Tax Planning Jobs in West Covina

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United States
Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

— Special Education & Estate Planning (Temp-to-Perm) Job Type: Contract,... Full-time (Temp-to-hire) Pay: $115,000 to $130,000 per year Schedule: 40 hours/week About Us The law firm is built on the principle that families deserve an advocate who comprehends both the legal framework and the personal...

Posted On Jul 20, 26
Full-time 11 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

**Job Title: Tax Attorney** **Job Responsibilities:** The Tax Attorney... areas of estates, trust, tax, business, and wealth planning... meeting with prospective and existing clients for consultations on tax planning and estate planning... matters of varying... complexity. -... Managing pre and post-mortem estate...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

Job Title: Experienced Estate Planning Attorney Job Responsibilities: - Engage... on tax planning and estate planning matters, ranging from... Handle pre and post-mortem estate administration. - Draft and execute... various estate planning documents, including revocable... and irrevocable trusts. - Prepare and review contracts, business...

Posted On Sep 15, 26
Full-time 3 views
Practice Area:
Tax - Private Client Services Tax - Exempt Organization Tax-General Practice (Transaction) Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Practice Area:
Tax - Private Client Services Tax - Exempt Organization Tax-General Practice (Transaction) 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... 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 03, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax health insurance Insurance Litigation Partnership Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax health insurance Insurance Litigation Partnership Probate

attorneys in trust and estate law who are eager... to assume a leadership role with a credible path to partnership. The role involves managing and overseeing the trust administration team, providing mentorship to developing attorneys, and contributing to the development...

Posted On Sep 03, 26
Full-time 3 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 consulting on the estate planning process from a... tax of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......

Posted On Sep 15, 26
Full-time 2 views
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 Principal Job Responsibilities: - Lead compliance... - 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, estate...

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 Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and...

Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Job Title: Tax Senior Manager - Private... environment that values exceptional client service and tax expertise. - Oversee tax... planning and compliance functions... for ultra-high net worth individuals and their families, with a focus on clients in the financial se...

Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

looking for an experienced Estate Planning Attorney to join... Ontario Office. The Estate Planning Attorney will provide... in all aspects of estate planning, trust administration and... of attorney, and other estate planning documents Advising... and objectives Preparing estate tax returns...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

the full lifecycle of estate planning matters, including intake,... legal documents such as wills, revocable living trusts, powers of attorney, advance healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling,... beneficiary designations, and trust funding. - Hand...

Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Job Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: ... - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present...

Posted On Sep 02, 26
Full-time 8 views Experience : 5-9 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
artists children Employment Law entertainment Estate Planning family fiduciary Insurance Litigation marketing Partnership partnerships Privacy private client Probate trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
artists children Employment Law entertainment Estate Planning family fiduciary Insurance Litigation marketing Partnership partnerships Privacy private client Probate trusts wealth transfer

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......

Posted On Jul 17, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - State & Local Tax - General Tax-General Practice (Transaction) Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions emerging companies estates family Joint Ventures mergers Partnership partnerships restructuring S Corporations trusts
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - State & Local Tax - General Tax-General Practice (Transaction) Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions emerging companies estates family Joint Ventures mergers Partnership partnerships restructuring S Corporations trusts

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...

Posted On Sep 08, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Estate Planning family Family Law health insurance inheritance Litigation Real Estate Law wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Estate Planning family Family Law health insurance inheritance Litigation Real Estate Law wealth transfer

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...

Posted On Aug 08, 26
Full-time 21 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Real Estate - Tax Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Real Estate - Tax Trusts and Estates - General

Trusts and Estates and Tax Attorney with at least... individuals and families in estate and tax planning, located... designing, drafting, and implementing estate plans, as well as... and clients on estate and tax planning ... and draft comprehensive estate plans....

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