- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will… more
- Robert Half Legal (San Jose, CA)
- Description Our client is looking for a highly organized and detail-oriented Estate Planning + Tax Attorney to join our team in San Jose, California. In this ... estate planning , probate, trust administration, and estate and gift tax matters. You will...liabilities. * Exceptional analytical and problem-solving skills in handling estate planning and tax matters.… more
- Robert Half Legal (Walnut Creek, CA)
- …skills (written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - ... Adeptness in Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail - Must possess analytical, legal research and… more
- Robert Half Finance & Accounting (Oakland, CA)
- …+ Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's ... financial reporting according to GAAP and other standards, and tax planning . + Work with attorneys and... planning activities, ensuring regulation compliance and effective estate /gift planning . + Implement strategies for charitable… more
- HSBC (San Francisco, CA)
- …also have very strong client and business acumen. Deep technical expertise in trust, tax and estate planning , business succession planning , ... matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and finds working with clients invigorating and exciting.… more
- JPMorgan Chase (Palo Alto, CA)
- …to the JP Morgan Wealth Management field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... + Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice + Maintain up-to-date… more
- Deloitte (San Francisco, CA)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...finance or related field + Solid understanding of real estate tax technical and transaction skills, including… more
- Deloitte (Costa Mesa, CA)
- …as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts ... an opportunity to help develop and use the latest tax technologies in the real estate industry...3 days per week + 3+ years experience providing tax planning services or preparing client work… more
- Robert Half Legal (Sacramento, CA)
- …legal matters, from corporate and real estate transactions to intellectual property and tax planning . If you thrive in a collaborative environment and have a ... effective outcomes. * Provide legal counsel on business and real estate transactions, corporate matters, tax planning , and estate management. * Draft,… more
- Umpqua Bank (Newport Beach, CA)
- …meet complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment ... portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax , advanced investment management skills. + CFP, CIMA,… more