- Robert Half Legal (Stockton, CA)
- …* Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts and Estates Requirements ... one year of experience in the legal field, specifically in estate planning, probate, and trust and estate administration * Proficient in probate litigation… more
- Wells Fargo (San Francisco, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read,… more
- Robert Half Legal (San Jose, CA)
- …California. In this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax ... while fostering long-term client relationships. Responsibilities * Provide legal guidance on estate planning, trust administration, and probate matters. * Draft… more
- Robert Half Legal (San Francisco, CA)
- …resolution of estate disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp of legal principles pertaining to ... Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their...on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the… more
- Wells Fargo (San Francisco, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate... Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management.… more
- Moss Adams LLP (Walnut Creek, CA)
- …and training experience + Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, ... **Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity....in client engagement management and technical expertise in individual, trust , partnership, corporate, federal, state, local and foreign tax… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning. This role can be hybrid or 100% ... in court on routine hearings, and prepare legal documents tied to estate and trust administration. Why This Role Stands Out: + Remote flexibility (must reside… more
- Umpqua Bank (San Diego, CA)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- Deloitte (San Francisco, CA)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...while using the latest tax technologies in the real estate industry to serve clients? If you answered yes… more
- Healthpeak Properties, Inc. (San Francisco, CA)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...POSITION RESPONSIBILITIES Healthpeak Properties is seeking an experienced real estate professional to join its Bay Area portfolio team.… more