Post Jobs Upload Your Resume Log in

Wealth Transfer Jobs in Solana Beach

12 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. Solana Beach
  5. Wealth Transfer

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 07, 26
Full-time 12 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance mergers Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance mergers Taxation trusts wealth transfer

Job Title: Private Wealth Services – Associate Job Responsibilities:... The Private Wealth Services Associate at the... planning documents, such as Revocable Trusts, ILITs, SLATs, IDGTs, GRATs, and related wealth transfer structures. - Handling... the transfer of QSBS stock, business... interests, a...

Posted On Sep 23, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills

Title: Senior Paralegal - Trusts & Estates Job Responsibilities: The Senior Paralegal - Trusts & Estates at the law firm is responsible for providing substantive case support to attorneys. This includes drafting, research, factual analysis, and workflow management. The role demands strong...

Posted On Jul 15, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Conservatorship Estate Planning health insurance Insurance pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Conservatorship Estate Planning health insurance Insurance pleadings Probate

Title: Paralegal Job Responsibilities: The Paralegal at the law firm is responsible for assisting attorneys by providing clerical and research support services. This includes document preparation and review, maintaining case lists, and assisting with the preparation of case files for attorneys. The...

Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Financial Institutions gift tax health insurance Insurance pleadings Probate probate litigation Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Financial Institutions gift tax health insurance Insurance pleadings Probate probate litigation Software special projects trusts

matters. Key responsibilities include: - Filing probate documents with courts throughout the State and managing dockets. - Marshaling and obtaining values of estate assets. - Assisting in the preparation of federal estate and gift tax returns. - Preparing and filing documents to transfer as...

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...

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... for complex family and business structures. Your role will involve supporting clients in wealth transfer, succession planning, and... governance strategies. You will navigate the unique challenges of multijurisdictional families and c...

Posted On Sep 14, 26
Full-time 5 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client Software trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client Software trusts Visa wealth transfer

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

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 at the company are responsible for overseeing multiple engagement teams for a diverse array of sophisticated clients. These clients may include some...

Posted On Sep 25, 26
Full-time 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 As a Tax Senior supporting the Individual Tax Services – High Net Worth group, the candidate will: - Prepare and review complex federal, state, and local individual tax returns...

Posted On Aug 17, 26
Full-time 21 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: High Net-Worth Estate Planning AttorneyJob Overview: A Solana Beach-based law firm with a long-standing reputation in estate planning and asset preservation is actively seeking a seasoned attorney to join its estate planning practice. The ideal candidate will bring extensive...

By Employer Type

Law Firm In-House Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend