Estate Tax Jobs in Solana Beach

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Full-time 29 views Experience : Min 5 yrs required

vacation and personal time off. Professional development and continuing education opportunities. Collaborative, supportive, and inclusive work environment. Opportunity for remote work options. Beautiful office location in the heart of Solana Beach....

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Full-time 1 views Experience : Min 1 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: Counsel &... Guide: The Estate Planning Attorney will host... guidance to ensure that clients' legal needs are met with compassion and precision. Craft Comprehensive Plans: The attorney is responsible for drafting and tailoring estate plans, trusts,...

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Full-time 1 views Experience : Min 1 yrs required

Title: Associate Attorney – Trust Administration and Family Building Job Responsibilities: The Associate Attorney position at the law firm focuses on a blend of family law and probate work. The role involves: - Family Building: Drafting and reviewing surrogacy agreements, parentage orders, donor...

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Full-time 2 views Experience : 3-5 yrs required

Title Associate, Private Client & Tax Job Responsibilities The role of an... the Private Client & Tax team involves substantial engagement... in complex estate planning and administration matters.... The associate will work closely with partners, paralegals, and other associates, acting as both an...

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Full-time

Real Estate Transactional Associate Job Title Real... Estate Transactional Associate Job Responsibilities The... Real Estate Transactional Associate will support... primarily engage in real estate transactional work, including real... estate lending and joint venture... - Drafting senior, real estate secured loan documents and... estate...

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Full-time Experience : 2-4 yrs required

Attorney Job Responsibilities: - Draft estate plan documents, including wills,... advance directives. - Assist with estate, gift, and generation-skipping transfer... tax matters. - Conduct legal research... and prepare memoranda on estate, tax, and trust issues. -... Collaborate... with senior attorneys on complex planning strategies. -...

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Full-time 27 views Experience : Min 3 yrs required

include: - Handling Trust and Probate Administration, Conservatorships, and Estate Planning tasks. - Engaging... in effective communication and maintaining a client-focused approach. - Working collaboratively within the team to deliver compassionate client service. - Participating in the mentoring and development...

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Full-time 11 views Experience : Min 5 yrs required

net worth clientele. Key responsibilities include: - Estate planning - Probate -... Trust and estate administration - Preparing estate... and gift tax returns... (preferred) The candidate must demonstrate professionalism, judgment, and motivation to serve clients with diverse backgrounds and person...

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Full-time 12 views

Title: Private Wealth Services – Associate Job Responsibilities: The Private Wealth Services Associate at the law firm will be responsible for managing sophisticated estate planning for high-net-worth individuals... and families. Key responsibilities Designing and drafting complex estate planning documents, such as......

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Full-time 4 views Experience : Min 3 yrs required

Estate Planning Attorney Job Title Estate... Planning Attorney Job Responsibilities -... Conduct initial consultations with clients to understand their estate planning needs and objectives.... - Identify appropriate strategies to meet clients' expressed objectives, those objectives. - Draft estate planning documents, including wills,......

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Full-time 2 views Experience : 1-5 yrs required

Title: Associate Attorney – Estate Planning, Probate, Trusts, and... caseload of Probate, Trust, Estate Planning, and Conservatorship matters... court, mediations, and depositions throughout Southern California. - Lead strategy sessions and maintain proactive, empathetic communication with clients. - Draft estate plans, petitions, mot...

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Full-time 2 views

Bar Clerk and/or Experienced Estate Planning Attorney Job Responsibilities: The primary... Bar Clerk and/or Experienced Estate Planning Attorney at the... law firm involve safeguarding clients' futures with thoughtful planning and personalized service. The role requires the candidate to be experienced, empathetic, reliable,...

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Full-time 4 views Experience : 1-2 yrs required

providing high-quality legal advice and representation to low-income individuals in San Diego, particularly in civil legal matters that affect their health. These matters include public and disability benefit appeals, estate planning, and addressing disability... discrimination in housing. The role invol...

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Full-time 7 views Experience : 6-8 yrs required

Job Title: Mid-level Transactional Tax Associate Job Responsibilities: -... on . federal income tax aspects of various transactions... strategic investments, and real estate acquisitions, dispositions, and development... analyze transactions involving partnerships, LLCs, and corporations. - Draft and negotiate tax provisio...

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Full-time 5 views Experience : 6-8 yrs required

Job Title: Transactional Tax Associate - Mid-Level Job... on . federal income tax aspects of various transactions,... restructurings, recapitalizations, joint ventures, strategic investments, and real estate acquisitions, dispositions, and development... transactions. - Structure and analyze transactions involving partnerships, LLCs, and corporations. -...

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Full-time 6 views Experience : 1-3 yrs required

Job Title: Tax Associate Job Responsibilities: The Tax Associate... for working within the tax practice group of a... primary duties include: - Handling tax credit matters with a... development and renewable energy tax credits. - Managing Opportunity Zone... transactions. - Engaging in transactional tax practice, which involves the......

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Posted On Aug 17, 26
Full-time 21 views Experience : 3-20 yrs required

Job Title: High Net-Worth Estate Planning AttorneyJob Overview: A... a long-standing reputation in estate planning and asset preservation... attorney to join its estate planning practice. The ideal... and business owners on legacy planning, charitable giving, tax-efficient strategies, and business succ......

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