Estate & Tax Planning Jobs in Whittier

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Posted On Sep 03, 26
Full-time 3 views Experience : 8-8 yrs required

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...

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Posted On Sep 03, 26
Full-time 1 views Experience : 8-10 yrs required

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...

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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......

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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...

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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...

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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,...

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Full-time 8 views Experience : 4-8 yrs required

Responsibilities: - Engage in sophisticated estate planning and drafting. - Administer... and estates efficiently. - Handle estate and gift tax-related matters. -... Conduct charitable planning for clients. - Collaborate with... attorneys across various offices within the Financial Services & Capital Markets strategic industry group. - Demonstrate...

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Full-time 3 views Experience : Min 8 yrs required

Title: Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner Job Responsibilities: The position involves joining the Private Clients, Trusts & Estates practice at a law firm, working primarily with two partners who have active and growing practices. The attorney...

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Full-time Experience : Min 6 yrs required

of tasks centered around estate planning and administration for... high-net-worth individuals. Key responsibilities include: - Advising high-net-worth individuals and managing family office structures. - Engaging in comprehensive trust and estate planning. - Administering trusts and... estates efficiently. - Handling probate filings to ensure compli...

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Full-time 1 views Experience : Min 10 yrs required

high-net-worth (HNW) clients on estate, gift, and generation-skipping transfer... (GST) tax planning. - Design and implement... advanced planning strategies, including Grantor Retained... Spousal Lifetime Access Trusts (SLATs), charitable trusts, family limited partnerships, and other sophisticated structures. - Oversee complex estate and...

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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...

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Full-time 29 views Experience : Min 10 yrs required

law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored for... high net worth individuals and families. - Drafting estate planning documents, with a... focus on both revocable and irrevocable trusts. - Collaborating with clients to under...

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Full-time 27 views Experience : 5-6 yrs required

Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary... the Mid-Level Trust & Estate Transactional Associate include engaging... in sophisticated estate planning and trust administration.... responsible for drafting comprehensive estate plans, which encompass the... working directly with senior estate plannin...

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Full-time 9 views Experience : Min 2 yrs required

Job Type Full-time, Temporary Job Title Estate Planning Attorney Job Responsibilities The role of... the Estate Planning Attorney at the... organization... help them develop effective estate plans tailored to their... responsibilities include: - Collaborating with clients to understand their estate planning goals and objectives. -... Conducting... thoroug...

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Full-time 1 views Experience : 3-5 yrs required

responses. - Participate in depositions, court appearances, and mediations. - Draft professional correspondence and communicate effectively with clients and opposing counsel. - Oversee estate planning, probate, and trust... administration matters from start to finish. Education and Experience Information: - 3–5 years of legal experience, ide...

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Full-time 6 views Experience : Min 8 yrs required

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

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Full-time 5 views Experience : 2-5 yrs required

Title: Content Attorney - Trusts & Estates - REMOTE Job Responsibilities: The Content Attorney for Trusts & Estates at a reputed firm is responsible for creating and updating engaging legal content specifically tailored for practitioners in the area of Trusts and Estates....

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