Estates Jobs in San Mateo

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United States
Posted On Sep 03, 26
Full-time 3 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process to create plans based on tax perspectives concerning cash flow projections, distribution of income, business succession, estate...

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Full-time 6 views Experience : Min 6 yrs required

Job Title: Trust & Estates Litigation Attorney Job Responsibilities: The Trust... & Estates Litigation Attorney is responsible... for representing clients in various trust and estate litigation matters. Key responsibilities include: - Representing senior citizens and their families in financial elder abuse litigation. - Representing...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax at the company, you will play a pivotal role in providing personal and private tax advice and compliance support...

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Full-time 2 views Experience : 5-7 yrs required

Title: Estate Planning Senior Associate or Junior Partner Job Responsibilities: - Advise individuals, families, and business owners on complex estate and wealth transfer strategies and trust administrations. - Draft and implement a wide range of estate planning documents, including revocable and irrevocable trusts...

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Posted On Aug 05, 26
Full-time 4 views Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: The primary responsibilities for this Paralegal position involve supporting attorneys in the domain of sophisticated estate planning and trust administration for high-net-worth individuals and families. This role requires managing substantive responsibilities and engaging in client interactions while coordinating...

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Full-time 2 views Experience : 5-7 yrs required

Title: Senior Associate or Junior Partner Job Responsibilities: - Advise individuals, families, and business owners on complex estate and wealth transfer strategies and trust administrations. - Draft and implement a wide range of estate planning documents, including revocable and irrevocable trusts such as...

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Full-time 3 views

Job Title: Trusts and Estates Senior Associate or Lateral... Partner Job Responsibilities: - Manage and develop client relationships as senior attorneys transition their practices. - Implement sophisticated estate planning techniques for high net worth individuals and families. - Engage in estate and tax planning,...

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Posted On Aug 05, 26
Full-time Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate matters. - Communicate effectively with beneficiaries and coordinate with allied advisors such as accountants and financial planners. - Draft legal correspondence, documents, deeds, and probate pleadings. - Prepare asset spreadsheets...

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Full-time 6 views Experience : Min 7 yrs required

a full-time Trusts and Estates senior associate or lateral... partner to join their esteemed team. This role is integral to their growing practice, which involves implementing sophisticated planning techniques for clients, particularly those from Silicon Valley and beyond. The position...

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Posted On Aug 16, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Legal Assistant (In-House Drafting & Legal Operations) Job Responsibilities: - Complete the Client Intake Process: Own and execute the internal tracking and milestone integration process seamlessly from engagement to binder delivery. - In-House Legal Drafting: Accurately draft comprehensive estate planning documents including...

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Posted On Jun 25, 26
Full-time 4 views Experience : 1-2 yrs required

Title Legal Assistant Job Responsibilities - Prepare and process outgoing correspondence and letter requests - Scan, organize, and file incoming mail, client documents, and electronic records on a daily basis - Maintain both physical and electronic client files, including file...

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Posted On Jun 15, 26
Full-time 7 views Experience : Min 1 yrs required

Title: Legal Assistant - Litigation Job Responsibilities: The Litigation Legal Assistant at the law firm is responsible for a variety of tasks that support the litigation team. Key responsibilities include assisting attorneys throughout all phases of litigation, which encompasses drafting pleadings, discovery,...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Litigation Paralegal Job Responsibilities: - Document Drafting & Production: Draft motions, pleadings (including ex partes’ declarations, stipulations, proposed orders, notices), portions of mediation briefs, correspondence, and discovery documents. Assist with document production, including document summaries, and formatting filings, including TOA/TOC, citations,...

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Posted On Aug 05, 26
Full-time Experience : 4-4 yrs required

Title: Tax Manager - Alternative Investment Funds Job Responsibilities: Managers in the Alternative Investment Funds practice at the company are responsible for overseeing and completing tax projects. They provide innovative tax planning, consulting, and compliance services for a diverse range of clients,...

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Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required

Title: Experienced Tax Associate - Alternative Investment Funds Job Responsibilities: Experienced Associates within the Alternative Investment Funds practice at the company are entrusted with a range of responsibilities that cater to a variety of complex clients. These clients include private equity, venture...

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Posted On Jul 27, 26
Full-time 7 views Experience : 2-10 yrs required

OverviewA law firm seeks a mid-level associate to join its Real Estate Practice Group in San Mateo, CA. The successful candidate will have 3 to 6 years of experience in commercial real estate, focusing on development, purchases and sales, corporate...

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