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Gift Tax Jobs in Helotes

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Posted On Sep 07, 26
Full-time 8 views Experience : Min 11 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... role of Managing Director, Tax - Private Client at... aimed at providing high-level tax compliance, consulting, and planning... key duties of the Managing Director include: - Delivering sophisticated tax compliance and adviso...

Posted On Jul 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts Wills

strategies. - Draft essential estate planning documents, including wills, trusts, and powers of attorney. - Represent clients effectively in probate court proceedings. - Assist with the administration of estates, ensuring asset distribution and handling tax filings. - Work collaboratively with... clients to develop personali...

Posted On Aug 17, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates fiduciary litigation health insurance Probate probate litigation Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates fiduciary litigation health insurance Probate probate litigation Software trusts Wills

Title: Estate Planning and Probate Attorney (Licensed in Texas) Job Responsibilities: - Represent clients in probate matters, including independent administration, dependent administration, and probate litigation. - Advise and assist clients in creating comprehensive estate plans, including wills, trusts, powers...

Posted On Sep 14, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Title: Estate and Document Attorney Job Responsibilities: - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Conduct virtual or in-person meetings with clients to confirm their estate planning needs. - Prepare typical estate planning documents, including revocable living trusts,...

Posted On Aug 04, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Guardianship health insurance Insurance licensing marketing Probate Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Guardianship health insurance Insurance licensing marketing Probate Software

Title: Senior Attorney Job Responsibilities: - Represent clients in Estate Planning, Probate, and related legal matters. - Confidently manage a full caseload with minimal supervision while maintaining high standards of client care and professionalism. - Draft, review, and edit estate planning documents, probate filings,...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Guardianship health insurance Insurance licensing marketing Probate Software
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Guardianship health insurance Insurance licensing marketing Probate Software

Title: Associate Attorney II Job Responsibilities: - Represent clients in Estate Planning, Probate, and related legal matters. - Present complex concepts in simple, relatable terms to clients. - Guide clients through important decisions, ensuring they feel confident and supported. - Manage a caseload with minimal...

Posted On Sep 15, 26
Full-time 1 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 Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is tasked with providing tax compliance and consulting services... to high net-worth clients. This role requires the candidate to utilize their educational knowledge and professional experience, alongside...

Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer

Senior Manager, Family Enterprise Tax Job Responsibilities - Serve... businesses by delivering strategic tax planning, compliance, and advisory... - Lead and oversee complex individual, gift, estate, trust, partnership, and... business tax engagements, including matters involving... family-owned operating businesses, investment struc...

Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
company policies criminal equity family Insurance
Job Tags:
company policies criminal equity family Insurance

Job Title: Tax Manager or Senior Manager... financial matters. - Direct tax compliance and consulting services... to owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Establ...

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......

Posted On Sep 25, 26
Full-time 1 views 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... Responsibilities: As a Tax Manager within the Individual... Tax Services - High Net... and their advisors. - Leading tax compliance and advisory engagements... involving complex individual income tax matters. - Reviewing individual tax......

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...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

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... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... estates with their complex tax compliance and planning needs.... The principal duties include: - Preparing...

Posted On Jul 20, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Planning and Probate Attorney in San Antonio, TX. The role involves advising clients on estate planning strategies and representing them in probate court proceedings. The attorney will collaborate with clients to develop personalized estate...

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