Gift Tax Jobs in Discovery Bay

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United States
Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... investment 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 16, 26
Full-time 21 views Experience : 8-8 yrs required

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... 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

Title: Wealth Transition Services Tax Manager - Tax &... create plans from a tax perspective, focusing on cash... reviewing legal documents related to estate and business succession planning. - Providing tax planning and consulting services... to high net worth and...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required

Founders and Tech Executive Tax Senior Manager Job Responsibilities: - Leading... complex high-net-worth 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......

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Wealth Transition Services Tax Manager - Tax and... plans based from the tax perspective on cash flow... and reviewing various legal documents in relation to estate and business succession planning. Providing tax planning and consulting services... to the firm's h...

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

Title: Attorney - Trusts & Estates Job Responsibilities: - Assist senior attorneys in the administration of trusts and estates. - Draft administrative documents and legal pleadings related to estate planning. - Liaise with clients to provide updates on the status of their legal matters. -...

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Full-time 2 views Experience : Min 1 yrs required

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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Full-time 2 views

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 15, 26
Full-time 27 views Experience : 1-12 yrs required

firm is seeking a Tax and Estate Planning Associate... 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 expertise in...

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