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Gift Tax Jobs in Cupertino

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United States
Posted On Jul 09, 26
Full-time 1 views Experience : 7-10 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 Estate Planning Attorney is responsible for helping clients complete accurate estate plans that fulfill their wishes efficiently. The attorney must be available for a 'start' meeting within five business days, set a signing meeting at the...

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Posted On Sep 15, 26
Full-time 8 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: -... businesses and/or investment entities. - Perform complex 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 Sep 15, 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:... entities. - Perform technical reviews 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 fed...

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Posted On Sep 28, 26
Full-time Experience : 8-8 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Senior Manager - Income... Tax & Residency Job Responsibilities: -... and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.... - Lead and manage state residen...

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Posted On Sep 28, 26
Full-time Experience : 5-5 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Manager - Income Tax... & Residency Job Responsibilities:... personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.... - Lead and manage state re...

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Posted On Sep 28, 26
Full-time Experience : 3-4 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Senior - Income Tax... & Residency Job Responsibilities: -... personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements. -... Help lead state residency and indi...

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Posted On Sep 06, 26
Full-time 1 views 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

Title: Associate Attorney Job Responsibilities: - Responsible for managing trust and estate matters from intake through conclusion, with assistance from a supervising attorney. - Primary areas of practice include estate planning, special needs planning, court-supervised trust matters, trust contests, court accountings, probate administration...

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Posted On Sep 15, 26
Full-time 7 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job... Responsibilities: - Manage tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Review individual,... S-Corp, foundation, partnership, and gift tax returns, providing feedback......

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Posted On Sep 16, 26
Full-time 11 views Experience : 4-8 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,... including personal income tax returns, closely held businesses... entities), trust, estate, and gift tax returns. - Provide... consultation... transactions and the related tax implications, consequences, and treatment.......

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Posted On Sep 15, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Job Title: Tax Senior Manager, Corporate/ASC 740 Job... Responsibilities: - The Senior Tax Manager is responsible for... providing tax and consulting services to... their business owners. - Performs tax planning, preparation, and research... for pass-through entities (S-corps, LLCs, Partnerships) and the business owners’...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth... held corporation, estate, and gift tax matters. Review tax... research... support the preparation of tax returns, and help prepare... for client meetings tied to compliance and consulting projects. Contribute to tax planning opportunities and help......

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... the delivery of tailored tax advice and compliance solutions... multijurisdictional families and cross-border tax matters. - Manage and deliver... processes, solutions, and projects with a strong focus...

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... and their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review individual tax... returns and related deliverables,... identify issues, and coordinate...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... state, and local individual tax returns and related workpapers. -... Support tax compliance engagements for high-net-worth... Prepare and review applicable tax forms, including Forms 1040,... as applicable. - Analyze complex tax issues involving gif...

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Posted On Sep 24, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information needed for preparing tax returns. - Develop an understanding... S-Corp, foundation, partnership, and gift tax returns across Federal......

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Posted On Sep 28, 26
Contract, Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Taxation
Job Tags:
criminal finance gift tax Taxation

Seasonal Tax Delivery Manager, Individual Tax... Services - Global Employer... Review complex individual and gift tax returns, workpapers, and... related... deliverables for accuracy and completeness. Track filing, review, and client milestones; identify risks early and escalate blockers. Resolve review notes...

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Posted On Sep 15, 26
Full-time 39 views Experience : Min 10 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 Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex tax returns, including individual, partnership,... S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... includ...

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Posted On Sep 15, 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 federal...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters. This includes income... tax planning, estate and gift... planning, charitable giving, wealth... sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring te......

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Posted On Aug 27, 26
Full-time 1 views Experience : 1-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

in San Jose, CA. The role involves working closely with individuals, families, and their professional advisors to achieve personal, financial, and philanthropic in estate planning and on gift and estate tax ... with charitable and family succession plan...

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