Estate Planning Jobs in Tarzana

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United States
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 15, 26
Full-time 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 23, 26
Full-time 28 views

various legal matters including estate planning, estate administration, civil... and business and real estate issues. The specific duties... and responsibilities for this role will be tailored to align with the experience and skill set of the candidate. The paralegal will...

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Posted On Jul 01, 26
Full-time 4 views

matter files. This includes working across business, estate planning, and litigation matters. -... Case and File Management: Efficiently manage caseloads under attorney supervision, ensuring all deadlines are met and documents are accurately maintained. - Client Communication: Act as a point of...

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Posted On Jul 02, 26
Full-time 4 views Experience : Min 1 yrs required

Title: Paralegal/Legal Secretary Job Responsibilities: Legal Support: - Assist attorneys with drafting and reviewing legal documents. - Prepare forms and organize case and matter files across business, estate planning, and litigation matters. Case... and File Management: - Manage caseloads efficiently under attorney supervision. - Ensure...

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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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Posted On Sep 03, 26
Full-time 5 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process, focusing on... cash income distribution, business succession, estate preservation, and estate plan... legal documents associated with 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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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 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 01, 26
Full-time 4 views Experience : 8-10 yrs required

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. -... Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 1 yrs required

Title: Receptionist/Legal Assistant Job Responsibilities: - Assist in managing schedules for attorneys - Answer incoming phone calls - Send and receive legal documents - Order supplies for the office, including firm supplies and stocking the breakroom - Perform general legal assistant duties on an as-needed basis -...

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

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The... Private Banker manages overall relationship profitability and portfolio risk and i...

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Full-time 2 views

Summary We are seeking a motivated and detail-oriented Associate Immigration Attorney to join our dynamic legal team at the law firm. In this role, you will assist in managing a diverse caseload of immigration matters, providing expert legal guidance to clients...

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Posted On Sep 22, 26
Full-time Experience : 5-10 yrs required

is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Company has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the...

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Full-time 9 views Experience : 4-6 yrs required

Title Mid-Level Commercial Real Estate Associate – US Job... Responsibilities As a Mid-Level Commercial Real Estate Associate, you will be... entrusted with critical responsibilities that involve advising a diverse clientele, including array of commercial real estate issues. Your key responsibilities......

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Full-time 4 views Experience : 1-3 yrs required

legal education within the Trusts & Estates practice area. - Draft Estate Planning documents such as... Trusts, Wills, and Powers of Attorney. - Serve as "second chair" in Probates, Trust Administration, and Conservatorships. - Gradually assume more responsibilities and work independently on task...

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