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Gift Tax Jobs in Lafayette

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Posted On Jul 09, 26
Full-time Experience : Min 7 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 primary responsibility of the Estate Planning Attorney at the company is to assist clients in completing accurate estate plans that fulfill their specific wishes efficiently. This involves being available for an initial 'start' meeting within five...

Posted On Sep 15, 26
Full-time 4 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: -... 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,...

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 federa...

Posted On Sep 18, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts

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. -...

Posted On Jul 03, 26
Full-time 7 views Experience : Min 15 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts

THE ORGANIZATION The organization is a regional catalyst, connector, and collaborator, bringing together the resources and skills of donors, business, government, and community to tackle some of the toughest challenges in the region. It promotes philanthropy and supports philanthropists to invest...

Posted On Jul 06, 26
Full-time 4 views Experience : Min 15 yrs required
Practice Area:
Nonprofit / Charities Law
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts
Practice Area:
Nonprofit / Charities Law
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts

Title: General Counsel Job Responsibilities: The General Counsel at the organization is a crucial member of the Executive Leadership Team, reporting directly to the President and CEO. This role involves structuring donor and grant agreements, as the organization handles large and complex...

Posted On Sep 09, 26
Full-time 17 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

and estate administration - Handling estate and gift tax matters - Conducting... charitable planning - Collaborating with attorneys across various offices within the Financial Services & Capital Markets strategic industry group - Demonstrating exceptional judgment and the ability to eff...

Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

management, asset protection, and gift and estate tax issues.... - Deliver high-quality, personalized service with strong attention to detail. - Work primarily with attorneys in the Financial Services & Capital Markets business unit. - Demonstrate exceptional judgment and effectively handle...

Posted On Jul 15, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts

will collaborate closely with partners and other associate attorneys. The primary responsibilities include working on sophisticated estate planning, trust administration, and tax-related matters. This role demands... expertise in drafting and implementing complex estate planning strategies such as Generation-Skipping Transfer (GST...

Posted On Jul 28, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts

Title: Trusts & Estates Associate Attorney Job Responsibilities: The Trusts & Estates Associate Attorney will be an integral part of the Trusts & Estates practice group within the law firm. This role involves managing a variety of responsibilities, including but not limited...

Posted On Sep 16, 26
Full-time 21 views Experience : 8-8 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,... 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.......

Posted On Sep 03, 26
Full-time 12 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

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...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

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......

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

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...

Posted On Sep 03, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

nationally recognized team specializing in estate and tax planning, trust administration, and... handling complex estate matters. The responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating... and administering family offices. - Administering, decanting,...

Posted On Sep 10, 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:
agreements Estate and Trust Estate Planning private client Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills

Engage in estate planning, tax planning, and other transactional... practices. - Handle high-net-worth estate and tax planning. - Manage estate and... trust administration processes. - Draft wills and trust agreements. - Demonstrate excellent drafting, writing, and analytical skills. - Ensure accuracy and a strong attention...

Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...

Posted On Aug 16, 26
Full-time 63 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts

firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...

Posted On Jul 28, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General

OverviewA law firm seeks a Trusts and Estates Associate Attorney for its Oakland, CA office. This role involves engaging with a diverse client base, including high-net-worth individuals and fiduciaries, in complex trust and estate matters. The position offers a path...

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