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Wealth Transfer Jobs in Cupertino

6 jobs
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  3. California
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  5. Wealth Transfer

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United States
Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... structures. - Provide support in wealth transfer, succession planning, and... governance strategies. - Navigate the unique challenges of multijurisdictional families and cross-border tax matters. - Manage and deliver processes, solutions, and projects with a...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

on complex tax matters. This includes income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring te...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Sep 24, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer

within the law firm. This involves advising high-net-worth individuals, families, and fiduciaries on complex estate planning, asset protection, wealth transfer, and tax matters.... The successful candidate will serve as a trusted advisor to clients navigating multi-generational wealth strategies and contrib...

Posted On Jul 02, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation civil procedure Conservatorship depositions Estate and Trust evidence Litigation Probate stage wealth transfer
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation civil procedure Conservatorship depositions Estate and Trust evidence Litigation Probate stage wealth transfer

Title: Probate & Trust Litigation Attorney Job Responsibilities: - Handle plaintiff-side probate and trust litigation across California, including will and trust contests, undue influence and elder financial abuse claims, breach of fiduciary duty, trustee removal petitions, accountings and surcharge actions, and conservatorship...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... to business owners, business-owning families, and owners of private wealth. Your primary responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex family and business structu...

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