Gift Tax Jobs in San Ramon

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United States
Posted On Aug 31, 26
Full-time 21 views Experience : 8-8 yrs required

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

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 Aug 18, 26
Full-time 1 views Experience : Min 8 yrs required

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......

Full-time 7 views Experience : Min 1 yrs required

Title: Of Counsel Attorney - Estate Planning Job Responsibilities: - Virtually consult with clients to review their estate plan and provide legal advice and guidance. - Review estate planning documents to ensure they are up to date with state requirements and meet client...

Full-time 2 views Experience : Min 1 yrs required

Title: Bilingual Spanish/English Attorney — Special Education & Estate Planning (Temp-to-Perm) Job Responsibilities: - Represent parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education...

Full-time 2 views

Title: Of Counsel Attorney Job Responsibilities: - Virtually consult with clients to review their estate plan, providing legal advice and guidance. - Review estate planning documents to ensure they comply with state requirements. - Ensure that client goals have been effectively met through the...

Full-time Experience : Min 7 yrs required

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 Aug 24, 26
Full-time 4 views Experience : Min 5 yrs required

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 Aug 24, 26
Full-time 1 views Experience : Min 8 yrs required

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...

Full-time 17 views Experience : 4-8 yrs required

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...

Full-time 7 views Experience : Min 8 yrs required

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...

Full-time Experience : Min 5 yrs required

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...

Full-time 2 views Experience : Min 5 yrs required

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...

Full-time 7 views Experience : Min 15 yrs required

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 3 views Experience : Min 15 yrs required

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...

Full-time Experience : 2-4 yrs required

Title: Private Client Services Associate (2-4 years) Job Responsibilities: The Private Client Services Associate will be a vital member of the law firm's Private Client Services practice group. The role involves working closely with a diverse range of clients, including individuals, families,...

Full-time 2 views Experience : 4-6 yrs required

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 Jul 28, 26
Full-time 27 views Experience : 1-12 yrs required

firm is seeking a Tax and Estate Planning Associate... interest in estate planning, wealth transfer strategies, and tax law. The role offers... an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in...

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