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Gift Tax Jobs in San Clemente

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United States
Posted On Sep 03, 26
Full-time 6 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 &... planning process, focusing on tax perspectives such as cash... review legal documents related to estate and business succession planning. - Provide tax planning and consulting services... to high net worth and ultra-h...

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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...

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Posted On Aug 24, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Title: Estate Planning Attorney Job Responsibilities: - Engage directly with clients to understand their goals and needs in estate planning. - Develop and recommend comprehensive estate planning strategies tailored to individual client requirements. - Review, draft, and finalize legal documents related to estate planning,...

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Posted On Jul 07, 26
Full-time 18 views
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women

Provide tailored legal advice and solutions. - Develop and implement tax strategies to minimize clients’... tax liabilities, including income, estate,... and gift taxes. - Draft and review... revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney, particularly for high net-worth client...

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Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Private Tax sector, the primary responsibilities... delivering personal and private tax advice and compliance support... to business owners, business-owning families, and owners of...

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Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates finance Government trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates finance Government trusts

Job Title: Tax, Trusts & Estates Legal... Provide administrative support to tax, trusts, and estate planning... attorneys by preparing correspondence and legal documents. Maintain client contact via phone and correspondence regarding estate plans. - Prepare, revise, proofread, and redline transactional documents....

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Posted On Aug 18, 26
Part-time 3 views
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is... Program and the Graduate Tax Program. Lecturers will be... responsible for teaching courses that may include Advanced Estate Planning, among other subjects relevant to the expertise of experienced practitioners or academics....

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates fiduciary gift tax health insurance Insurance trusts
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates fiduciary gift tax health insurance Insurance trusts

Responsibilities: - Prepare estate and gift tax returns, fiduciary accountings,... and legal notices. - Communicate with clients and gather information necessary for trust administration. - Draft trust administration documents, including trust certifications, asset allocation schedules, and documents related to the transfer of assets...

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills

Title: Senior Trusts & Estates Attorney Job Responsibilities: - Advise high net worth clients on comprehensive estate planning strategies, encompassing wills, revocable and irrevocable trusts, family limited partnerships, and charitable planning. - Draft, review, and implement complex estate planning documents, trust instruments, powers...

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Posted On Apr 29, 26
Part-time 10 views
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** Master... Program and the Graduate Tax Program. The position involves: -... Teaching courses such as Estate Planning and other subjects that align with the expertise of experienced practitioners or academics. - Holding office hours...

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Posted On Aug 20, 26
Contract, Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family HIPAA inheritance Living Trusts Probate Software title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family HIPAA inheritance Living Trusts Probate Software title Wills

Title: Estate Planning Senior Paralegal Job Responsibilities: The Estate Planning Senior Paralegal is tasked with managing client matters from the initial intake through to execution, funding, deed recording, and final file completion. The role demands exceptional ownership, accuracy, follow-through, and client communication...

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Posted On Aug 10, 26
Full-time 48 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts

Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will join the Taxation, Trusts & Estates Department at a law firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for...

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Posted On Sep 02, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills

Title: Licensed CA Attorney Job Responsibilities: The law firm is seeking licensed California attorneys for a non-litigation, non-traditional position. The role offers flexibility in terms of hours and can be either full-time or part-time. The responsibilities include providing legal expertise in various...

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Posted On Sep 16, 26
Full-time 3 views Experience : 6-6 yrs required
Job Tags:
agreements criminal family finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal family finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Job Title Tax Senior Manager, Private Client... 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 and related tax implications, consequences, and treatment.... tax...

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Posted On Sep 18, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Senior Manager - Private... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... This includes the planning and execution of client tax engagements. - Collaborate with... specialists...

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Posted On Aug 08, 26
Full-time 6 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

and advanced estate and tax planning for high-net-worth clients.... role offers significant client interaction and the opportunity to develop technical expertise alongside experienced advanced estate and income tax planning for high-net-worth ... customized foundational and advanced estate planning document...

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