Trusts Jobs in San Ramon

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United States
Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

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

Title Tax Director, Private Client Advisors Job Responsibilities - Perform technical reviews of tax returns for high-net-worth individuals, primarily focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...

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Posted On Sep 03, 26
Full-time 12 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning Job Responsibilities: - Advising and consulting on estate planning processes to create plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate preservation, and estate plan...

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Posted On Aug 18, 26
Full-time Experience : Min 8 yrs required

Title: Founders and Tech Executive Tax Senior Manager Job Responsibilities: - Leading the review of complex high-net-worth individual, fiduciary, gift and estate, and other tax returns, ensuring accuracy and alignment with strategic planning. - Conducting advanced tax research and drafting technical memoranda to...

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Posted On Aug 13, 26
Full-time 17 views Experience : Min 4 yrs required

Title: Hybrid Litigation Paralegal Job Responsibilities: - Prepare and finalize court pleadings in state and federal courts, including complaints, motions, briefs, and judicial council forms. - Manage litigation calendars and track deadlines to ensure timely submissions and actions. - Draft motions, complaints, briefs,...

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Full-time 18 views Experience : Min 4 yrs required

Title: Hybrid Mid-Level Litigation Attorney (4+ years of litigation experience) Job Responsibilities: - Conduct high-level legal analysis to support client cases and strategy. - Engage in client communication and interaction to build and maintain strong client relationships. - Participate in depositions as part of...

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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...

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Full-time 1 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...

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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...

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Full-time 9 views Experience : Min 6 yrs required

Title Trust & Estates Litigation Attorney Job Responsibilities - Represent senior citizens and their families in financial elder abuse litigation. - Represent trustees, executors, administrators, and beneficiaries in trust and probate litigation, including: - Contests based upon lack of...

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Full-time 16 views Experience : Min 8 yrs required

Title: Senior Employment Law Attorney Job Responsibilities: - Provide expert legal counsel and representation in employment law litigation. - Assist clients with defense against FEHA (Fair Employment and Housing Act), Title VII, and related common law claims. - Defend class and PAGA (Private Attorneys...

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Full-time 5 views Experience : Min 8 yrs required

Title: Sr. Corporate Counsel, US Privacy Job Responsibilities: - Provide legal guidance to key stakeholders, including Legal and Compliance colleagues, business teams, and the department to ensure compliance with US state and federal privacy laws such as HIPAA, CCPA/CPRA, TCPA, and other...

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Full-time 2 views Experience : 10-10 yrs required

Title: Director & Associate General Counsel Job Responsibilities: - Lead initiatives to transform the legal department's support to the business, enhancing service delivery to align with the company's global cloud software leadership. - Transform contracting models, workflows, and department processes to optimize efficiency...

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Full-time Experience : Min 8 yrs required

Title: Sr. Corporate Counsel, US Privacy Job Responsibilities: - Provide guidance to key stakeholders, including Legal and Compliance colleagues, business units, and the law firm's North America Digital & Privacy team, to ensure compliance with US state and federal privacy laws such...

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

OverviewA well-established law firm is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth...

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