- Robert Half Legal (Stockton, CA)
- …involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing various ... Description We are offering an exciting opportunity for an Attorney /Lawyer in the legal industry, based in Stockton, California,...matters in court. Responsibilities: * Provide legal advice on estate planning and tax strategies * Draft… more
- Robert Half Legal (Sacramento, CA)
- Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and ... fees to the clients. + Efficiently manage client engagement process while preparing estate planning documents. + Complete and induce client's signature on the… more
- Robert Half Legal (Sacramento, CA)
- … Estate Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal ... Study, analyze and review complex legal documents - Assist attorney with a variety of case tasks Requirements -...5+ years of experience working as a paralegal within estate planning and trust administration - Strong… 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
- Robert Half Legal (Sacramento, CA)
- Description Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative ... and clerical duties related to estate planning . The workplace is a dynamic...effective communication * Draft routine documents and correspondence for attorney approval * Organize and schedule appointments and events… more
- Deloitte (Sacramento, 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 (Sacramento, 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
- Columbia Bank (Sacramento, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain ... solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank regulations for… more
- Deloitte (Sacramento, 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 (Sacramento, 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 (Sacramento, 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 (Sacramento, 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
- Deloitte (Sacramento, 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 (Sacramento, 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 (Sacramento, 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