Estate And Trust Jobs in Woodland Hills

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

family offices, and their private businesses 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,...

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Posted On Sep 28, 26
Full-time Experience : 8-8 yrs required

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: The State & Local Tax Senior Manager will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices on complex state and...

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Posted On Sep 28, 26
Full-time Experience : 5-5 yrs required

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies...

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Posted On Sep 28, 26
Full-time Experience : 3-4 yrs required

Title: State & Local Tax Senior - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes and understanding clients’ personal and financial circumstances. -...

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Posted On Sep 28, 26
Full-time Experience : 4-5 yrs required

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances,...

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Posted On Sep 28, 26
Full-time Experience : 8-8 yrs required

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing...

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Posted On Jul 30, 26
Full-time 1 views

comprehensive legal support, ensuring smooth daily operations and exceptional client service. The ideal candidate will be energetic, detail-oriented, and proactive, ready to assist with a variety of legal tasks across multiple practice areas including estate planning, environmental law, family... l...

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Full-time 2 views

Summary We are seeking a dynamic and experienced Managing Attorney/Managing Hearing Representative to lead our legal team in providing exceptional advocacy and legal counsel across a diverse range of practice areas. This pivotal role involves overseeing case management, directing legal strategies,...

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Posted On Sep 24, 26
Full-time 6 views Experience : 3-5 yrs required

probate litigation matters including trust disputes, conservatorships, and contested... estates. - Draft, file, and manage legal documents such as petitions, motions, and court filings. - Coordinate case calendars, deadlines, and court appearances. - Communicate with clients, courts, and opposing counsel. - Assist with discovery,...

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Posted On Jul 21, 26
Full-time 4 views Experience : 3-3 yrs required

Legal Assistant - Estate Planning Job Title Legal Assistant -... Estate Planning Job Responsibilities The legal assistant... and paralegals in the estate planning practice group. Key... duties include: - Assisting multiple attorneys in the creation, review, and revision of estate plan forms. - Engaging in... heavy...

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Posted On Jul 26, 26
Part-time 1 views

probate, trust administration, and estate planning environment. - Organize and... manage various tasks and projects to ensure the smooth operation of the law firm. - Utilize proficient communication skills to interact effectively with clients and team members. - Demonstrate proficiency in Word and...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

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: - Preparing federal and multi-state...

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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...

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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required

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... legal documents associated with estate and business succession planning. -... Providing tax planning and consulting...

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Manager - Tax and Estate Planning Duties: The candidate... and consulting on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Providing tax planning and...

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Posted On Sep 03, 26
Full-time 32 views Experience : Min 7 yrs required

to assist them with the transition of wealth from one generation to the next. - Interpreting and reviewing various legal documents related to estate and business succession planning.... - Conducting technical research on individual, trust, and estate planning and comp...

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Posted On Sep 08, 26
Full-time 21 views Experience : Min 5 yrs required

/ Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for... advisory, and business management firm, is seeking a Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,... CA. The group specializ...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-3 yrs required

probate, conservatorship, trust, and estate matters. Key duties include: -... Drafting and preparing legal documents pertinent to probate, trusts, and estates. - Maintaining deadlines and court calendars to ensure all legal processes are timely. - Preparing notices of hearing and rulings and man...

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Posted On Aug 16, 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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