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Wealth Transfer Jobs in Rancho Cordova

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United States
Posted On Sep 09, 26
Full-time 14 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Probate Estate & Tax Planning Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Corporate - General Trusts and Estates - General
Job Tags:
Business Formation commercial real estate Estate Planning estates Insurance leasing mergers Probate trusts
Practice Area:
Corporate - M&A Probate Estate & Tax Planning Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Corporate - General Trusts and Estates - General
Job Tags:
Business Formation commercial real estate Estate Planning estates Insurance leasing mergers Probate trusts

Title: Transactional Corporate, Estates & Trusts Associate (3-5 years’ experience) Job Responsibilities: - Provide comprehensive advice and counsel to clients on estate planning, business planning, transactions, and real estate transactions. - Draft documents to implement client planning strategies. - Assist clients with trust administration,...

Posted On Sep 08, 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... business-owning families, and owners of private wealth. You will advise on... a variety of matters involving family, business entities, and private wealth management. Key responsibilities include: -... Leading the delivery of tail...

Posted On Sep 07, 26
Full-time 17 views
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions appeals Capital Markets corporate transactions finance Financial Institutions fund formation Government government law health insurance Insurance Joint Ventures Litigation mergers restructuring Taxation wealth transfer
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions appeals Capital Markets corporate transactions finance Financial Institutions fund formation Government government law health insurance Insurance Joint Ventures Litigation mergers restructuring Taxation wealth transfer

Title: . State and Local Tax (SALT) - Associate (Mid-Level) Job Responsibilities: The Associate will be part of the . State and Local Tax (SALT) Practice at the law firm, working in either the Sacramento or San Francisco office. The...

Posted On Jul 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - M&A and Transactions Tax - General
Job Tags:
Asset Protection corporate transactions Equity Compensation Estate Planning estate tax family health insurance Insurance investment management M&A stock options wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - M&A and Transactions Tax - General
Job Tags:
Asset Protection corporate transactions Equity Compensation Estate Planning estate tax family health insurance Insurance investment management M&A stock options wealth management wealth transfer

Title: Director of Tax Strategy / Advanced Planning Job Responsibilities: The Director of Tax Strategy / Advanced Planning will be central to the development of advanced planning strategies for high-net-worth and ultra-high-net-worth clients. This role is strategic and focuses on creativity and...

Archived Job Listings: Real Employers, Hidden Opportunities

The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

  • ✅ LawCrossing has monitored employer hiring for 25+ years
  • ✅ Archived jobs include the original post date for transparency
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Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Tax Manager The candidate will lead teams in the planning, execution, and delivery of tax compliance and consulting projects for high net worth individuals. Advise clients on the income tax implications and wealth transfer strategies surrounding business/investment... ownership, complex capital transactions and strategic planning structures. Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice. Review and fil... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Tax Senior Manager The candidate will lead teams in the planning, execution, and delivery of tax compliance and consulting projects for high net worth individuals. Will advise clients on the income tax implications and wealth transfer strategies surrounding business/investment... ownership, complex capital transactions and strategic planning structures. Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice. Re... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Tax Senior Manager Responsibilities: Lead teams in the planning, execution, and delivery of tax compliance and consulting projects for high net worth individuals. Advise clients on the income tax implications and wealth transfer strategies surrounding business/investment... ownership, complex capital transactions and strategic planning structures. Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice. Review a... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Tax Manager Responsibilities: Lead teams in the planning, execution, and delivery of tax compliance and consulting projects for high net worth individuals. Advise clients on the income tax implications and wealth transfer strategies surrounding business/investment... ownership, complex capital transactions and strategic planning structures. Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice. Review and file... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Planning Strategist Duties: Plays... a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects, and also as... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts and Estates / Transactional Associate Attorney The candidate handles a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

estates, trusts, tax and wealth planning experience. The candidate... trusts, tax, business and wealth planning and related transactions.... other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts / Estates Attorney The candidate will handle a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Will provide extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attor... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts and Estates Associate Attorney The candidate will be involved in all aspects of client engagement, including extensive client interaction, so must have outstanding verbal and written communication skills and a professional demeanor. Handles a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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