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Gift Tax Jobs in La Mesa

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United States
Posted On Sep 02, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

Title Associate, Private Client & Tax Job Responsibilities The role of an... the Private Client & Tax team involves substantial engagement... in complex estate planning and administration matters. The associate will work closely with partners, paralegals, and other associates, acting as both an...

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Posted On Sep 12, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

net worth clientele. Key responsibilities include: - Estate planning - Probate - Trust and estate administration - Preparing estate and gift tax returns (preferred) The... candidate must demonstrate professionalism, judgment, and motivation to serve clients with diverse backgrounds and person...

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Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Financial Institutions gift tax health insurance Insurance pleadings Probate probate litigation Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Financial Institutions gift tax health insurance Insurance pleadings Probate probate litigation Software special projects trusts

matters. Key responsibilities include: - Filing probate documents with courts throughout the State and managing dockets. - Marshaling and obtaining values of estate assets. - Assisting in the preparation of federal estate and gift tax returns. - Preparing and... filing documents to transfer as...

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Posted On Sep 18, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

the Private Client & Tax team, working closely with... partners, paralegals, and other associates. - Play a critical role in bridging day-to-day execution with higher-level strategic work, ensuring seamless handling of complex client matters from start to finish. - Provide estate planning...

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Posted On Sep 07, 26
Full-time 12 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance mergers Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance mergers Taxation trusts wealth transfer

Title: Private Wealth Services – Associate Job Responsibilities: The Private Wealth Services Associate at the law firm will be responsible for managing sophisticated estate planning for high-net-worth individuals and families. Key responsibilities include: - Designing and drafting complex estate planning documents,...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills

Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs and objectives. - Identify appropriate strategies to meet clients' expressed objectives, including advising on the appropriate type of trust(s) to fulfill...

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Posted On Sep 23, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills

Title: Senior Paralegal - Trusts & Estates Job Responsibilities: The Senior Paralegal - Trusts & Estates at the law firm is responsible for providing substantive case support to attorneys. This includes drafting, research, factual analysis, and workflow management. The role demands strong...

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Posted On Jul 23, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking document review Estate and Trust Estate Planning health insurance lending Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking document review Estate and Trust Estate Planning health insurance lending Probate Software

Overview We are seeking a proactive and detail-oriented Admin or Legal Assistant specializing in Trust Administration and Probate to join our dynamic legal team. This vital role offers an exciting opportunity to support complex estate and trust matters, ensuring smooth legal...

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Posted On Jul 23, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax family fiduciary health insurance HIPAA Insurance limited liability companies partnerships Personal Property Probate Property Management Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax family fiduciary health insurance HIPAA Insurance limited liability companies partnerships Personal Property Probate Property Management Software trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: Estate Planning: - Assist attorneys in the preparation of estate documents, including wills, trusts, powers of attorney for health care and property management, and nominations of guardians. - Assist clients in funding their trusts. - Utilize working knowledge of...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... - 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, es...

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Posted On Sep 07, 26
Full-time 27 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Partnership Probate trusts
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Partnership Probate trusts

Title: Experienced Trust and Estates Attorney Job Responsibilities: The primary responsibilities of the Experienced Trust and Estates Attorney at the law firm include: - Handling Trust and Probate Administration, Conservatorships, and Estate Planning tasks. - Engaging in effective communication and maintaining...

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Posted On Jul 14, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Conservatorship depositions Estate Planning estates Ethics family Insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Conservatorship depositions Estate Planning estates Ethics family Insurance Probate trusts

Title: Associate Attorney – Estate Planning, Probate, Trusts, and Conservatorships Job Responsibilities: - Manage and resolve a diverse caseload of Probate, Trust, Estate Planning, and Conservatorship matters from beginning to end, including litigated matters. - Represent clients in court, mediations, and depositions throughout...

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Posted On Aug 12, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
civil procedure corporate formation Estate Planning health insurance pleadings Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
civil procedure corporate formation Estate Planning health insurance pleadings Probate trusts Wills

Title: Post Bar Clerk and/or Experienced Estate Planning Attorney Job Responsibilities: The primary responsibilities for the Post Bar Clerk and/or Experienced Estate Planning Attorney at the law firm involve safeguarding clients' futures with thoughtful planning and personalized service. The role requires the...

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Posted On Aug 27, 26
Full-time 4 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Social Security Law Administrative Law Trusts and Estates - General Government - General
Job Tags:
appeals Disability Benefits Estate Planning Government
Practice Area:
Estate & Tax Planning Elder Law Social Security Law Administrative Law Trusts and Estates - General Government - General
Job Tags:
appeals Disability Benefits Estate Planning Government

Title: Staff Attorney (Part-Time) - HIV/AIDS Program Job Responsibilities: The Staff Attorney for the HIV/AIDS Legal Services Program at the organization is responsible for providing high-quality legal advice and representation to low-income individuals in San Diego, particularly in civil legal matters that...

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Posted On Sep 15, 26
Full-time 4 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, identifying... and addressing 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 Aug 12, 26
Full-time 18 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Federal Tax - International Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Federal Tax - International Trusts and Estates - General

CA. The successful candidate will work directly with clients to design and implement comprehensive estate plans, focusing on high-net-worth individuals and their complex estate tax planning and review... estate planning documents, including revocable and irrevocable trusts, wills, deeds, and...

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