Estate Planning Jobs in Dublin

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United States
Full-time 2 views

clients to review their estate plan, providing legal advice... and guidance. - Review estate planning documents to ensure... they comply with state requirements. - Ensure effectively met through the estate planning process. - Exercise good... judgment when discussing estate plans with clients to......

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Full-time 2 views Experience : Min 1 yrs required

— Special Education & Estate Planning (Temp-to-Perm) Job Responsibilities: - Represent... parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education Code. - Conduct client intakes...

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Posted On Sep 03, 26
Full-time 12 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on estate planning processes to create... plans from income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......

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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 18, 26
Full-time 1 views Experience : Min 5 yrs required

Trust and Estate Tax Manager The candidate... by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle and resolve... tax controversies. Oversee complete tax research projects for...

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Posted On Jul 31, 26
Full-time 1 views

Title Family Law Paralegal Job Responsibilities - Assist attorneys with preparing legal documents such as petitions, motions, affidavits, and settlement agreements in family law matters - Conduct legal research on procedural laws, jurisdictional requirements, and relevant statutes to support case...

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Posted On Sep 16, 26
Full-time 21 views Experience : 8-8 yrs required

on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions, including related tax implications, consequences, and treatment. - Manage larger and complex engagements, overseeing workflow fo...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required

individual, fiduciary, gift and estate, and other tax returns,... and alignment with strategic planning. - Conducting advanced tax research... memoranda to address complex issues. - Designing and implementing tax planning strategies that optimize wealth... preservation, charitable giving, and succession planning for fo...

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Full-time 2 views Experience : Min 3 yrs required

Title: Associate Commercial Counsel Job Responsibilities: - Contract Drafting & Negotiation: - Draft, review, and negotiate a high volume of technology and commercial agreements, including SaaS, vendor, licensing, and partnership agreements. - Identify significant risks in negotiations and determine which points are...

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Full-time 3 views Experience : 2-5 yrs required

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...

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Full-time Experience : Min 7 yrs required

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...

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Posted On Sep 02, 26
Full-time 6 views Experience : 5-7 yrs required

Job Title: Real Estate Transactional Paralegal Job Responsibilities: - Organize,... closings for various real estate transactions, including the preparation... of initial drafts of closing checklists, organization and maintenance of closing files, closing book index, written consents, incumbency certificates, approvals of transaction agreements,...

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Full-time 2 views Experience : Min 4 yrs required

legal advice concerning various legal matters. Key duties include: - Advising on corporate formation and governance - Assisting with succession planning - Handling real property... matters - Drafting and negotiating transactional documents, including leases, purchase and sale agreements, licenses, right-of-entry permits, and easeme...

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Full-time 2 views Experience : Min 15 yrs required

Title: Tax Principal, Real Estate Job Responsibilities: - Act as a... to construction and real estate clients. - Lead client relationships... on day-to-day tax matters, serving as a valued tax business advisor for clients ranging from middle market to multinational entities. - Consult on...

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Posted On Jul 21, 26
Full-time 75 views

Walnut Creek focusing on estate planning, estate and trust... administration, probate, Medi-Cal planning and special needs planning.... We are seeking a... full-time assistant to provide a high level of administrative support to our clients, affiliates and our team. This position...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 4 yrs required

part of the company's estate planning process, tasked with... accuracy and completeness of estate planning documents. Key responsibilities... include: - Reviewing estate planning documents submitted by... they are complete, well-organized, and include all necessary governing documents. - Analyzing estate planning and tru...

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Posted On Aug 20, 26
Part-time 3 views Experience : Min 2 yrs required

in client interface, which includes responding to client inquiries and scheduling appointments. - Draft documents and assemble estate planning document packages. - Answer... phones and manage general office duties. - Create and maintain client files. - Participate in the administration of Estate Planning, Probat...

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Posted On Aug 20, 26
Part-time 1 views Experience : Min 2 yrs required

client interface by answering phones and responding to client inquiries. - Draft legal documents and assemble estate planning document packages. - Create... and maintain client files to ensure organization and accessibility. - Schedule appointments and manage calendars for attorneys. - Perform general office d...

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Full-time 1 views Experience : Min 3 yrs required

Title: Family Law Attorney Job Responsibilities: - Represent clients in family law proceedings, including hearings, mediations, and trials, with enthusiasm and professionalism. - Draft and review legal documents such as petitions, motions, settlement agreements, and court pleadings with precision and clarity. - Conduct comprehensive...

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Posted On Aug 15, 26
Full-time 27 views Experience : 1-12 yrs required

seeking a Tax and Estate Planning Associate Attorney with... a strong interest in estate planning, wealth transfer strategies,... and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep...

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