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Trusts Jobs in Fremont

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United States
Posted On Aug 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate trusts

ASSISTANT – ESTATE PLANNING & TRUST ADMINISTRATION ABOUT THE ROLE Law firm is seeking a highly organized, detail-oriented Legal Assistant to support our estate planning and trust administration practice. We are looking for someone who takes ownership of their work, communicates professionally...

Posted On Jun 19, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

legal documents related to estate planning, estate and gift tax, and business succession planning. - Support partner-level attorneys within the law firm. - Meet with clients to understand their wishes and draft appropriate documents, which may include Wills, Trusts, Powers of Att...

Posted On Aug 03, 26
Full-time 6 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

legal documents including Wills, Trusts, Powers of Attorney, Health... Care Directives, irrevocable trusts, and business planning documents. -... Advise clients on estate, gift, GST tax, and income tax matters, focusing primarily on estate and tax planning for mid to high-net-worth individuals...

Posted On Aug 05, 26
Full-time
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family finance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family finance Probate trusts Wills

Description The law firm is a boutique law firm specializing in estate planning, business planning, probate, and elder law. Committed to delivering personalized, high-quality legal services at reasonable rates, the firm aims to build lasting relationships with clients. Attorneys at...

Posted On Aug 11, 26
Full-time Experience : 2-20 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Employment Law Estate Planning family Family Law health insurance Insurance personal injury
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Employment Law Estate Planning family Family Law health insurance Insurance personal injury

Overview Law firm is a distinguished law firm renowned for delivering exceptional legal services across the state. With over 25 years of experience, founding attorney Akiva Goldman has built a reputation as a stellar trial lawyer dedicated to client advocacy and...

Posted On Jul 22, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Elder Law Trusts and Estates - General
Job Tags:
Medicaid
Practice Area:
Elder Law Trusts and Estates - General
Job Tags:
Medicaid

Title: Senior Medicaid Planning Specialist Job Responsibilities: - Manage Medicaid planning and Medicaid application matters from engagement through approval. - Deliver an exceptional client experience throughout the Medicaid planning process. - Provide compassionate guidance to clients during emotionally challenging times. - Combine technical knowledge with...

Posted On Sep 01, 26
Full-time 1 views
Job Tags:
acquisitions divestitures due diligence equity M&A private equity
Job Tags:
acquisitions divestitures due diligence equity M&A private equity

Title: Manager or Senior Manager, M&A Tax Job Responsibilities: Client Leadership & Relationship Management: - Serve as a primary point of contact for clients and provide day-to-day leadership on engagements. - Develop and maintain strong client relationships, acting as a trusted advisor on transaction-related...

Posted On Sep 23, 26
Full-time 27 views Experience : 3-5 yrs required
Job Tags:
Software
Job Tags:
Software

Required Bookkeeping: 5 years (Required) QuickBooks Desktop: 3 years (Required) Law Firm Seeking Part-Time A/R and Billing Specialist with Bookkeeping Experience H1: Join Our Team as a Part-Time A/R and Billing Specialist at a Fast-Paced...

Posted On Aug 04, 26
Full-time 7 views Experience : Min 3 yrs required
Job Tags:
advertising
Job Tags:
advertising

Title: Client Billing Representative Job Responsibilities: - Coordinate all aspects of billing for assigned attorneys and clients in accordance with the law firm’s policies and procedures. - Handle all aspects of electronic billing through client electronic billing sites and the E-billing Hub as...

Posted On Sep 15, 26
Full-time 6 views Experience : 5-10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services department at the company is tasked with utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients....

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Title: Tax Senior Manager, High Net Worth Job Responsibilities: Tax Strategy & Compliance - Lead and review complex individual income tax returns (Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041)...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 7 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) practice is tasked with leveraging their educational and professional background, alongside their communication, time management, leadership, technical, business development, and interpersonal skills, to...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Managing Director, Private Client Services Job Responsibilities: The Tax Managing Director in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role is pivotal within the office/region leadership...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. The role involves a high touch approach to serve individuals...

Posted On Jun 29, 26
Full-time 4 views Experience : 1-3 yrs required
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - General (consumer)
Job Tags:
agreements child Corporation family FCRA FDCPA finance Insurance Litigation partnerships pleadings
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - General (consumer)
Job Tags:
agreements child Corporation family FCRA FDCPA finance Insurance Litigation partnerships pleadings

Title: Legal Assistant II Job Responsibilities: - Provide general support and office assistance to the company's attorneys and legal group. - Assist in managing the company's litigation and regulatory matters. - Enhance the company's legal and compliance processes. - Help maintain the company's ethical and...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
appeals Disability Benefits disability law family marketing partnerships personal injury social security Social Security Disability
Job Tags:
appeals Disability Benefits disability law family marketing partnerships personal injury social security Social Security Disability

Title: Referral & Relationship Specialist Job Responsibilities: 1. Incoming Referral Management: - Manage and improve the process for referrals coming into the law firm from outside sources, internal team members, partner firms, and community relationships. - Track all incoming referrals in appropriate...

Posted On Aug 18, 26
Full-time 1 views Experience : 10-15 yrs required
Job Tags:
authors depositions fraud healthcare compliance healthcare litigation Litigation Medicare Software
Job Tags:
authors depositions fraud healthcare compliance healthcare litigation Litigation Medicare Software

Forensics Healthcare Duties: The candidate plays a critical leadership role in high-stakes healthcare litigation, arbitration, and payer/provider disputes, with a particular focus on hospital/inpatient reimbursement, DRG coding, and payment integrity. Brings a proven track record of expert testimony, deep subject...

Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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Estate Planning Associate Attorney

BCG Attorney Search , Recruiter • Troy, MI

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Posted On Aug 11, 26
Full-time 54 views Experience : 3-20 yrs required
Practice Area:
Tax - Private Client Services Trusts and Estates
Practice Area:
Tax - Private Client Services Trusts and Estates

Overview: A law firm in Troy, MI, is seeking an experienced Estate Planning Associate Attorney to join their team. The ideal candidate will have a strong background in estate planning, tax matters, and corporate issues. This role involves advising clients...

Posted On Aug 11, 26
Full-time 3 views Experience : 1-8 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Practice Area:
Trusts and Estates - General Estate & Tax Planning

estate planning, estate and gift tax, and business succession planning, while supporting partner-level with clients to understand their wishes and draft documents such as Wills, Trusts, and Powers of ... on estate, gift, GST tax, and income tax...

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