- 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 Finance & Accounting (San Rafael, CA)
- …closely with Wealth Advisors on estate , charitable, business succession, and investment tax planning . + Analyze and interpret client tax returns, ... compliance-to be part of an elite wealth management team that integrates tax , estate , and investment planning for clients with complex financial lives. Join… more
- Robert Half Legal (Stockton, CA)
- …role involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing ... in probate or trust matters in court. Responsibilities: * Provide legal advice on estate planning and tax strategies * Draft legal documents such as trusts,… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate , investment, and philanthropic ... with a flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This… more
- JPMorgan Chase (Los Angeles, CA)
- …better serve their needs + Engage with clients in financial planning , basic tax , trust and estate planning , retirement, educational, and philanthropic ... matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely… 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
- JPMorgan Chase (Palo Alto, CA)
- …Serve as a resource to the JPMWM 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
- Wells Fargo (San Francisco, CA)
- …and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, ... below + Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning , gift tax strategies, income… more
- Robert Half Finance & Accounting (Fresno, CA)
- …accrual taxpayers, and FAS 109 + Expertise with multi-entity tax compliance and planning ; ag or real estate experience preferred If you are ready to leverage ... returns (corporate, partnership, and individual). + Develop and implement tax planning strategies in support of current...planning strategies in support of current business operations, estate planning , and long-term growth. + Drive… more