Estate Planning 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

individuals, families, business owners, executives, and family offices on complex state and local income tax matters. The primary responsibilities include advising on residency and domicile planning, residency changes, and state... tax controversies. The role demands close collaboration with the Priva...

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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 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 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 6 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 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 Sep 08, 26
Full-time 23 views Experience : Min 5 yrs required

Title: Tax Manager / Senior Manager - High Net Worth Individuals Location: Westlake Village, CA Employment Type: Full-time Work Arrangement: Hybrid Come for the Challenge. Stay for the Experience. Company Overview: HCVT is a leading professional services firm...

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Posted On Sep 14, 26
Full-time 23 views Experience : Min 6 yrs required

Title: Private Banker - Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

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Posted On Sep 20, 26
Full-time Experience : Min 6 yrs required

Title: USPB - VP, SC Banker Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...

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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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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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