- Robert Half Legal (Orinda, CA)
- Description We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong ... as irrevocable and revocable trusts, wills, and powers of attorney . * Advise clients on estate tax...strategies. * Represent clients in legal proceedings related to estate planning , when necessary. Requirements * A… 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 ... role, you will focus on providing legal counsel and support in estate planning , probate, trust administration, and estate and gift tax matters. You will work… more
- Robert Half Legal (Palo Alto, CA)
- …the Silicon Valley. In this role, you will work closely with clients to address their estate planning , elder law, special needs, and estate tax planning ... an established and respected team. Responsibilities: * Provide comprehensive legal counsel on estate planning , elder law, special needs trusts, and estate … more
- Robert Half Legal (Walnut Creek, CA)
- …trusts, wills, and conservatorships. * Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * ... to navigate probate and conservatorship processes. * Monitor compliance with relevant estate planning , probate, and conservatorship laws and regulations. *… more
- Deloitte (San Jose, 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
- Deloitte (San Jose, CA)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for you as a Senior… more
- Deloitte (San Jose, 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 Jose, 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 Jose, 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 Jose, 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
- City National Bank (Walnut Creek, CA)
- *INDUSTRY CLOSING MANAGER - Commercial Real Estate * *San Francisco or Walnut Creek, CA. * WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is the leader ... with Clients, Relationship Managers and Credit staff * Determine if internal or attorney prepared documents are needed; engage attorneys if needed * Manage legal… more
- Grant Thornton (San Jose, CA)
- …of tax consulting and tax return preparation duties, including tax research, tax planning , and the preparation of supporting digital work papers for various tax ... you will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on… more
- Deloitte (San Jose, 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
- Deloitte (San Jose, 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