- 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 ... career, you will thrive in this role. This permanent Attorney role is based out of Walnut Creek, California....in Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to… more
- Umpqua Bank (Walnut Creek, CA)
- …Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorney 's and CPA firms. **About the Benefits:** ... Client Advisor** **:** Serves as an expertininvestments, banking, wealth and estate planning , trust servicesand providesrelationship-basedservices to new and… more
- Robert Half Legal (San Jose, CA)
- …in Complex Business Litigation - Proficiency in Civil Litigation Experience - Estate planning experience highly desired - Comprehensive knowledge of Corporate ... Real Estate - Defending Depositions experience - Licensed attorney - Above-average academic credentials and references - Must possess analytical, legal research… more
- Deloitte (San Francisco, CA)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop and pursue… more
- Fox Rothschild LLP (San Francisco, CA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our San Francisco office. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +...authority, provide written or verbal summary to the supervising attorney . **Skills and Abilities** + Excellent written and verbal… more
- Robert Half Legal (San Francisco, CA)
- Description Reputable San Francisco firm is in search of an Estate Planning Legal Secretary to join their team on a hybrid remote basis. This role is crucial, as ... * Carry out the editing and proofreading of various estate planning and trust administration documents *...planning documents, including trusts, wills, and powers of attorney * Coordinate and manage administrative tasks for client… more
- Wells Fargo (San Francisco, CA)
- …accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income ... will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offer solutions,… more
- Deloitte (San Francisco, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (San Francisco, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (San Francisco, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (San Francisco, CA)
- …Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various industries. You ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Deloitte (San Francisco, CA)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... process. + Assisting with tax consulting projects including tax planning , restructuring, and due diligence + Assisting with engagement...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more
- Deloitte (San Francisco, CA)
- …valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in various ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- DLA Piper (San Francisco, CA)
- …activities when appropriate and influence change. + Partners with the firm's Real Estate leadership team on space planning to include refurbishing projects, ... accordance with industry and firm initiatives. + May attend partner meetings and all attorney meetings as well as serve on various teams within the firm. + Actively… more
- Deloitte (San Francisco, CA)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... corporate tax returns + 4+ years' experience providing tax planning services and 2+ years' experience with investment management...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more