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Estate Tax Jobs in San Ramon

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United States
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 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 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 1 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 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 12, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General Corporate - Compliance Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Employment Law - Wage and Hour - General Employment Law - General
Job Tags:
antitrust Battery clean energy corporate governance credit agreements credit facilities due diligence Employment Law Energy equity equity financing Ethics finance growth equity IPO Joint Ventures Litigation M&A Mergers and Acquisitions Securities spectrum stage trade secrets trademarks wage and hour
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General Corporate - Compliance Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Employment Law - Wage and Hour - General Employment Law - General
Job Tags:
antitrust Battery clean energy corporate governance credit agreements credit facilities due diligence Employment Law Energy equity equity financing Ethics finance growth equity IPO Joint Ventures Litigation M&A Mergers and Acquisitions Securities spectrum stage trade secrets trademarks wage and hour

Title Director, Associate General Counsel Job Responsibilities - Serve as the primary legal advisor on a broad spectrum of corporate and employment law matters, including: - Lead legal support for the company's debt and equity financing transactions, including credit facilities, note...

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Posted On Sep 09, 26
Full-time 24 views Experience : Min 4 yrs required
Practice Area:
Tax - Federal Tax - General Real Estate - Tax
Job Tags:
finance real estate finance
Practice Area:
Tax - Federal Tax - General Real Estate - Tax
Job Tags:
finance real estate finance

Job Title: Tax Credit Associate Job Responsibilities: - The... Tax Credit Associate will handle... matters related to tax credit finance and development. -... for working with real estate finance and New Markets... Tax Credits. - They will be... expected to participate in the firm’s...

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Posted On Jul 09, 26
Full-time 2 views Experience : 3-6 yrs required
Practice Area:
Real Estate - General Real Estate- Commercial Transactions Real Estate - Tax Tax - General
Job Tags:
affordable housing criminal Government Land Use real estate acquisition Taxation Women
Practice Area:
Real Estate - General Real Estate- Commercial Transactions Real Estate - Tax Tax - General
Job Tags:
affordable housing criminal Government Land Use real estate acquisition Taxation Women

Job Title: Real Estate Transactional Associate Job Responsibilities:... The Real Estate Transactional Associate will be... include: - Handling real estate acquisition and disposition. -... Managing financing and ownership structuring. - Addressing taxation matters related...

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Posted On Sep 09, 26
Full-time 7 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Design and implement sophisticated estate plans. - Assist individual... protection, and gift and estate tax issues. - Deliver... high-quality, personalized service with strong attention to detail. - Work primarily with attorneys in the Financial Services & Capital Markets business unit....

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Posted On Jul 15, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts

will collaborate closely with partners and other associate attorneys. The primary responsibilities include working on sophisticated estate planning, trust administration, and... tax-related matters. This role demands... expertise in drafting and implementing complex estate planning strategies such as... Generation-Skipping Transfer (GST...

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Posted On Sep 09, 26
Full-time 17 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

- Engaging in sophisticated estate planning and drafting -... Managing trust and estate administration - Handling estate... and gift tax matters... - Conducting charitable planning - Collaborating with attorneys across various offices within the Financial Services & Capital Markets strategic...

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Posted On Jul 27, 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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