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Estate Planning Jobs in San Ramon

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United States
Posted On Sep 03, 26
Full-time 12 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

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......

Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

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...

Posted On Jul 31, 26
Full-time
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody civil litigation depositions divorce document review Environmental Law Estate Planning evidence Family Law Litigation personal injury Software
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody civil litigation depositions divorce document review Environmental Law Estate Planning evidence Family Law Litigation personal injury Software

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...

Posted On Aug 31, 26
Full-time 21 views Experience : 8-8 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

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...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

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...

Posted On Jun 25, 26
Full-time 7 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

Of Counsel Attorney - Estate Planning Job Responsibilities: - Virtually consult... clients to review their estate plan and provide legal... advice and guidance. - Review estate planning documents to ensure... they are up to good judgment when discussing estate plans with clients to......

Posted On Aug 11, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

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......

Posted On Aug 05, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
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:
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 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...

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 02, 26
Full-time 5 views Experience : 5-7 yrs required
Practice Area:
Real Estate - General Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
agreements bylaws finance leasing operating agreements organizational documents private client real estate acquisition Software stock certificates title UCC
Practice Area:
Real Estate - General Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
agreements bylaws finance leasing operating agreements organizational documents private client real estate acquisition Software stock certificates title UCC

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,...

Posted On Jul 21, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Corporate - Contract Law Corporate - General Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
corporate formation easements Intellectual Property Litigation purchase and sale agreements
Practice Area:
Corporate - Contract Law Corporate - General Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
corporate formation easements Intellectual Property Litigation purchase and sale agreements

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...

Posted On Sep 01, 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... 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...

Posted On Jul 21, 26
Full-time 75 views
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software

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...

Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

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...

Posted On Aug 20, 26
Part-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

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...

Posted On Aug 20, 26
Part-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

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...

Posted On Jul 14, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation

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...

Posted On Jul 15, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Child Custody commercial litigation contracts depositions divorce Domestic Violence Employment Law Environmental Law Estate Planning evidence Family Law health insurance Insurance Litigation Patent Personal Injury Law pleadings Software stage trials Visitation

*Job Summary* We are seeking a dedicated and dynamic Family Law Attorney to join our legal team. In this role, you will provide expert legal counsel and representation in family law matters, including divorce, child custody, visitation, and domestic violence...

Posted On Jul 28, 26
Full-time 27 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

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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