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depending on experience H1: Estate Planning Paralegal at a Leading Law Firm in Oakland, California H2: Join Our Team as an Experienced EP Paralegal Bullet Points: - Responsible for daily activities and client support for Estate Planning at...
and non-trust assets, and identify title and character of assets. Meet and communicate with clients and client advisors. Assist clients with trust funding and prepare documents to facilitate same, recordation of deeds with accompanying transfer documents. Prepare and assemble... feder...
seeks a skilled Private Wealth Associate Attorney with 2-8... years of experience in estate planning and related areas. The ideal candidate will have a strong background in sophisticated estate planning techniques, trust and estate administration, estate and gift tax matters,...
Job Title: Legal Secretary - Estate Planning H1 Heading: Join Our Team as a Legal Secretary for Estate Planning at a Prestigious Law Firm in San Francisco H2 Heading: Exciting Opportunity for Experienced Legal Secretary with Strong Estate...
Investment Management - Private Wealth (West Region Office Locations)... Position Summary: - Seeking a leader and strategic thinker with extensive knowledge of taxation - Responsible for delivering compliance and consulting services to individual clients and their trusts, estates,...
Manager, Investment Management, Private Wealth (West Region Office Locations)... Position Summary: - Seeking a strategic and experienced Tax Manager with extensive knowledge in multiple areas of taxation - Deliver compliance and consulting services to individual clients, trusts, estates,...
offers of employment made by **MEMBERS ONLY**SIGN UP NOW***. are contingent upon the candidate having successfully completed a criminal background check (including but not limited to, employment, education, and criminal history) and a credit check. **MEMBERS ONLY**SIGN UP NOW***. will consider qualified candidates with...
worth individuals and private wealth management structures, providing a... tax compliance, and planning. You will have the chance to help clients achieve their personal wealth goals and ensure financial... stability for future generations. As a Director, you will work alo...
Manager - Personal Financial Services at PwC Private Experience: - Minimum of 5 years of experience in tax planning and financial services - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Education: - Bachelor's...
Firm Seeks Mid-Level Associate in . State and Local Tax (SALT) Practice Salary Information: - Expected pay range: $250,000-$400,000 - Actual pay will be adjusted based on experience, location, and other job-related factors - Full-time employees may be eligible for a discretionary bonus, health...