Gift Tax Jobs in Fountain Valley

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Full-time 8 views Experience : Min 5 yrs required

administration. - Prepare estate and gift tax returns, with a... preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. - Demonstrate strong oral and written communication skills. - Serve high net worth clientele with diverse backgrounds and...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal provides comprehensive support to attorneys in the Estate Planning and Probate Practice Group at a law firm. Key responsibilities include: - Assisting attorneys in preparing intricate estate planning documents such as wills, revocable...

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Full-time Experience : 2-4 yrs required

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and directives. - Assist with estate, gift, and generation-skipping transfer tax... matters. - Conduct legal research... prepare memoranda on estate, tax, and trust issues. - Collaborate......

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Full-time 1 views Experience : Min 2 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Conduct 30-minute phone consultations with clients to determine appropriate estate planning solutions. - Select the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable giving, wealth... of complex UHNW individual and family office tax compliance engagements, ensuring technical... accuracy, quality,...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required

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 25, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Manager within the Individual... Tax Services - High Net... and their advisors. - Leading tax compliance and advisory engagements... involve complex individual income tax matters. - Reviewing individual t......

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required

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 28, 26
Contract, Full-time Experience : Min 5 yrs required

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 25, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Full-time 1 views Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Full-time 1 views Experience : Min 7 yrs required

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth...

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Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Full-time 1 views Experience : 5-7 yrs required

Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate will be... Engaging in estate and tax planning, trust administration, and... business succession planning. - Handling gift and estate tax matters,... which include the... preparation of SLATs, IDGTs,...

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Full-time

Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate at the... services in estate and tax planning, trust administration, and... solutions to meet their estate and tax planning needs. The role... requires proficiency in handling gift...

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Full-time 102 views Experience : 1-10 yrs required 1 applications

planning documents, such as living trusts, wills, durable powers of attorney, and advance health care directives. Will work with senior attorneys on advanced estate tax and income tax planning... matters. Handle trust and estate administration matters. Work with firm clients...

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