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Estate Tax Jobs in Livermore

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United States
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......

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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......

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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...

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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... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

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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

Job Title Tax Director, Private Client Advisors... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation... personal transactions, including related tax implications, consequences, and treatment.......

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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

Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning Job Responsibilities: - Advising and... consulting on estate planning processes to create... plans from a tax perspective, focusing on cash... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... tax...

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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

Founders and Tech Executive Tax Senior Manager Job Responsibilities: - Leading... individual, fiduciary, gift and estate, and other tax returns,... ensuring accuracy and... strategic planning. - Conducting advanced tax research and drafting technical... issues. - Designing and implementing tax planning strategies that optimize... wealth...

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Posted On Jun 16, 26
Full-time 12 views Experience : 3-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate Software title trusts Wills

a motivated and detail-oriented Estate Planning and Trust Administration... Attorney? We want you to join our growing trust administration and estate planning team. This role... is ideal for a junior to gain hands-on experience in estate planning, trust administration, and......

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Posted On Jun 16, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
estates Litigation trusts
Practice Area:
Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
estates Litigation trusts

representing clients in federal tax controversies before the IRS... and/or . Tax Court. - Prepare litigation documents,... responses, motions, settlement memoranda, trial briefs, and subpoenas for Tax Court disputes. - Communicate with... IRS agents to resolve tax disputes. Education and Experience Information: -... Requir...

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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... leader within the company's tax services, delivering federal tax... compliance and consulting services... to construction and real estate clients. - Lead client relationships... on day-to-day tax matters, serving as a... valued tax business advisor for clients......

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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...

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Posted On Aug 26, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Real Estate - Tax
Job Tags:
Government government affairs
Practice Area:
Real Estate - Tax
Job Tags:
Government government affairs

subject matter experts to develop the firm's state legislative agendas, and coordinating with external lobbyists and third-party groups. Works to identify, improve, and drive efficiencies and fairness in the tax administration process. Assists the... Principal and the Advocacy Services P...

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Posted On Aug 24, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Job Title: Tax Manager, Private Wealth Job Responsibilities: -... individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift,...

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Posted On Aug 24, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... 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 federa...

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Posted On Aug 17, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Job Title: Tax Manager or Director Job Responsibilities: -... such as succession and tax planning. - Lead, schedule, supervise,... and review tax engagements. - Develop and train... professional and attend industry-leading events and trainings. - Perform a range of tax procedures in accordance with... the...

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Posted On Aug 19, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning
Job Tags:
Estate and Trust Estate Planning family private client

include: - Engaging in estate planning, including gift and... estate tax planning - Managing... estate and trust administration -... Facilitating charitable planning and family successio...

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Posted On Sep 06, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning health insurance Insurance Litigation Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning health insurance Insurance Litigation Probate

for managing trust and estate matters from intake through... areas of practice include estate planning, special needs planning,... court-supervised trust matters, trust contests, court accountings, probate administration upon death, and all aspects of conservatorship matters. - Supported by paralegal staff, administrative...

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Posted On Aug 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Corporate - Contract Law Real Estate - Development/ Dirt law Real Estate - Tax Corporate - General Real Estate - General Tax - General
Job Tags:
confidentiality agreements construction contracts export control Government Insurance Land Use Paternity Privacy Semiconductor Technology Software trade secrets zoning
Practice Area:
Corporate - Contract Law Real Estate - Development/ Dirt law Real Estate - Tax Corporate - General Real Estate - General Tax - General
Job Tags:
confidentiality agreements construction contracts export control Government Insurance Land Use Paternity Privacy Semiconductor Technology Software trade secrets zoning

Title Attorney – Legal Transactions Group Job Responsibilities - Draft, review, and negotiate contracts to support advanced semiconductor fabrication facilities across multiple sites, with a focus on vendor/supplier and procurement contracts, such as EPC contracts, equipment and materials supply contracts,...

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Posted On Jul 29, 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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