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Wealth Transfer Jobs in Aliso Viejo

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United States
Posted On Sep 22, 26
Full-time 2 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

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job... Responsibilities: As a Manager in the Private Tax and owners of private wealth. The role involves advising... business entities, and private wealth management, including personal business......

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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 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

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 to beneficiaries. -... Assist with all aspects of trust administration and related legal matters. Educat...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills

Title: Paralegal - Estate Planning (Wills & Trusts) Job Responsibilities: - Drafting of estate planning documents such as wills, trusts, and powers of attorney. - Preparing and organizing client intake and estate planning questionnaires to facilitate smooth client processing. - Coordinating document execution, ensuring...

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Posted On Sep 01, 26
Full-time 11 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Title: Private Banker Job Responsibilities: A Private Banker is tasked with developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage....

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Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families in a designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...

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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

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client...

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Posted On Sep 22, 26
Full-time 7 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting client...

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Posted On Jul 08, 26
Full-time Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Lead Private Banker WHAT IS THE OPPORTUNITY? The role involves developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. The Team Lead Private Banker provides integrated financial services advice, including banking, credit, asset management,...

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Posted On Sep 18, 26
Full-time 6 views Experience : Min 5 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

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

single-family, multi-family, and virtual-family office clients, as well as multi-generational families. The primary responsibilities include: - Providing a full spectrum of tax services such as structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Managing and overseeing the enga...

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Posted On Sep 21, 26
Full-time 27 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates

Firm Seeking Experienced Trust and Estates Paralegal in South Orange County Salary Information: - Competitive salary based on experience and qualifications - Benefits package available, including health insurance, 401(k), and paid time off Job Title: - Experienced...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney – Estate Planning, Tax & Business Planning About Us We are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills

Practice Group at a law firm. Key responsibilities include: - Assisting attorneys in preparing intricate estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, advance directives, family limited partnerships, and other wealth transfer documents. - Preparing trust... funding...

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Posted On Sep 28, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills

directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal... research and prepare memoranda on estate, tax, and trust issues. - Collaborate with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and Experience Information: - 2-4 years o...

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Posted On Sep 14, 26
Full-time 4 views Experience : 4-4 yrs required
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer

Title: Manager - Private Client Services Job Description: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...

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Posted On Sep 14, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer

Title: Tax Director - Private Client Services Job Responsibilities: As a member of the Private Client Services practice, the Tax Director is responsible for overseeing and collaborating with multiple client service teams on engagements for a diverse range of clients, including some...

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Posted On Sep 14, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Aug 13, 26
Full-time 21 views Experience : 5-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: Senior Trusts & Estates AttorneyJob Overview: A well-established law firm in Irvine, CA, is seeking a highly experienced Trusts & Estates Attorney to join its sophisticated tax and estate planning group. This role requires advanced knowledge in trust administration,...

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