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Fiduciary Jobs in San Ramon

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United States
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

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

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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

of complex high-net-worth individual, fiduciary, gift and estate, and... other tax returns, ensuring accuracy and alignment with strategic planning. - Conducting advanced tax research and drafting technical memoranda to address complex issues. - Designing and implementing tax planning strategies that optimize wealth...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Employee Benefits Tax Energy fiduciary Partnership Taxation
Job Tags:
Employee Benefits Tax Energy fiduciary Partnership Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: - Reviewing annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base. - Reviewing relevant state income tax returns and annual state charitable registration forms....

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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

Title: Of Counsel Attorney - Estate Planning Job Responsibilities: - Virtually consult with clients to review their estate plan and provide legal advice and guidance. - Review estate planning documents to ensure they are up to date with state requirements and meet client...

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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

Title: Bilingual Spanish/English Attorney — 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...

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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

Title: Of Counsel Attorney Job Responsibilities: - Virtually consult with clients to review their estate plan, providing legal advice and guidance. - Review estate planning documents to ensure they comply with state requirements. - Ensure that client goals have been effectively met through the...

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Posted On Aug 17, 26
Full-time 9 views Experience : Min 6 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women

Title Trust & Estates Litigation Attorney Job Responsibilities - Represent senior citizens and their families in financial elder abuse litigation. - Represent trustees, executors, administrators, and beneficiaries in trust and probate litigation, including: - Contests based upon lack of...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Posted On Jul 21, 26
Full-time 75 views
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software

are an equal opportunity employer and value diversity in the workplace. ## Administrative Assistant - Law Office (Walnut Creek) **Members Only,** is a small, established law firm in Walnut Creek focusing on estate planning, estate and trust administration, probate,...

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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

Estate Planning Attorney Job Responsibilities: The primary responsibility of the Estate Planning Attorney at the company is to assist clients in completing accurate estate plans that fulfill their specific wishes efficiently. This involves being available for an initial 'start' meeting within five...

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Posted On Jul 27, 26
Full-time
Practice Area:
Family Law - General Litigation - Trusts & Estates - Defense Probate
Job Tags:
agreements civil litigation contracts depositions Employment Law Estate Planning Family Law general litigation health insurance Insurance Litigation Personal Injury Law pleadings Probate weed
Practice Area:
Family Law - General Litigation - Trusts & Estates - Defense Probate
Job Tags:
agreements civil litigation contracts depositions Employment Law Estate Planning Family Law general litigation health insurance Insurance Litigation Personal Injury Law pleadings Probate weed

Title: Associate Attorney Job Responsibilities: - Assist in managing litigation matters from intake through resolution with increasing responsibility based on experience and performance. - Draft and review legal documents such as pleadings, motions, contracts, discovery requests, and settlement agreements with precision and clarity. -...

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Posted On Aug 20, 26
Part-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

Title: Paralegal/Legal Assistant Job Responsibilities: - Assist in all office tasks within a small, friendly law office specializing in Trusts and Estates. - Engage in client interface, which includes responding to client inquiries and scheduling appointments. - Draft documents and assemble estate planning document...

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Posted On Aug 20, 26
Part-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

Title: Paralegal/Legal Assistant Job Responsibilities: - Assist in all office tasks within a small, friendly three-attorney Trusts and Estates law office. - Engage in client interface by answering phones and responding to client inquiries. - Draft legal documents and assemble estate planning document packages. -...

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Posted On Jul 20, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General Litigation - Labor & Employment Employment Law - Litigation Employer Defense
Job Tags:
acquisitions agreements child divestitures domestic partner due diligence Employment Law employment litigation ERISA fiduciary Government Harassment health benefits Immigration international business Litigation M&A Mediation mergers pension pleadings Privacy restructuring Severance Visa wage and hour
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General Litigation - Labor & Employment Employment Law - Litigation Employer Defense
Job Tags:
acquisitions agreements child divestitures domestic partner due diligence Employment Law employment litigation ERISA fiduciary Government Harassment health benefits Immigration international business Litigation M&A Mediation mergers pension pleadings Privacy restructuring Severance Visa wage and hour

Title: Senior Counsel, Employment & Litigation Job Responsibilities: The Senior Counsel, Employment & Litigation at the company will support Human Resources and business partners on employment law matters in the company's North America offices and other global locations as assigned. The role...

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Posted On Jul 26, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: As a Civil Litigation Paralegal at the law firm, you will be responsible for managing cases from initiation to resolution. Your duties will encompass a wide range of tasks essential for the successful navigation of civil...

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Posted On Aug 19, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Litigation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Litigation

Title: Senior Trust & Estate Paralegal Job Responsibilities: The Senior Trust & Estate Paralegal is responsible for supporting sophisticated trust and estate matters. This role requires providing excellent service to clients, ensuring meticulous organization, and attention to detail in all aspects of...

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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

OverviewA well-established law firm is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth...

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