Trust and Estate Senior Tax Staff
$80k - $110kLavine, Lofgren, Morris & Engelberg, LLP
Join to apply for the Trust and Estate Senior Tax Staff role at Lavine, Lofgren, Morris & Engelberg, LLP Job Description Preparation of Gift, Estate and Trust tax returns Preparation of federal and state quarterly estimated tax payments Assist in tax planning for trust and individual income taxes Assist in researching estate, gift, and trust related issues Handle multiple engagements at one time and meet deadlines Ask appropriate questions when faced with difficulties Produce deliverables that are clear, concise, thorough and of professional quality Provide guidance and feedback to staff and interns Facilitate and partake in office trainings and mentorship program Dedicated to meeting and exceeding the expectations and requirements of clients Base pay range : $80,000.00/yr - $110,000.00/yr Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Sales, Accounting #J-18808-Ljbffr Lavine, Lofgren, Morris & Engelberg, LLP
- ...A law firm in California is seeking a Senior Paralegal specializing in Trusts & Estates. This role involves drafting legal documents, managing case timelines, and client communication. The ideal candidate will have a paralegal certificate and at least five years of experience...Senior
- A leading law firm in California seeks a Senior Attorney to play a pivotal role in handling trusts & estates litigation. This position demands strong negotiation skills and the ability to manage complex cases while mentoring junior attorneys. The ideal candidate should...Senior
- A finance and accounting firm in San Diego is seeking a Trust and Estate Senior Tax Staff to handle the preparation of Gift, Estate, and Trust tax returns. This role requires knowledge in tax planning, and providing guidance to staff. The ideal candidate should be dedicated...Senior
- DLKLawGroup PC is seeking a Senior Attorney for Trusts & Estates to manage estate planning, trust formation, and probate proceedings. The role requires... ..., and organizational skills. You will supervise staff, advise clients on estate planning strategies, and ensure...Senior
- BCG Attorney Search seeks a Senior Attorney specializing in Trusts and Estates Litigation in San Diego, CA. The role involves managing complex litigation, providing... ..., and mentoring junior attorneys and support staff. The ideal candidate has 5-10 years of civil or trusts...Senior
- JKZ LLP in San Diego, California is seeking a Senior Paralegal for Trusts & Estates. This role involves comprehensive support to attorneys through tasks such as drafting legal documents, managing case timelines, and conducting research. The ideal candidate will possess...Senior
$70k - $100k
A well-established law firm is seeking an experienced Trust & Estates Paralegal to join its collaborative team in Del Mar, California. The ideal... ...preparing court documents, and assisting with Federal Estate Tax Returns. This role offers a competitive salary between $70,000...Senior$249k - $325k
...skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4-8 years of experience and must possess superior...SeniorFull timePrivate practice- Job Overview A law firm seeks a Senior Attorney specializing in Trusts and Estates Litigation in San Diego, CA. This role... ...junior attorneys and support staff. The position requires advanced litigation... ...relevant statutes, case law, and tax rules. Appear in probate court for...Senior
- ...Hybrid Classification: Legal Support Staff Reports To: Practice Area Manager Direct... ...Reports: N/A Summary Of Position The Senior Paralegal – Trusts & Estates provides substantive case support to... ...notices, inventory deadlines, tax returns, distributions). Maintain estate...SeniorHourly payLocal areaRemote work
- The Senior Attorney - Trusts & Estates independently manages and leads matters involving estate planning, trust... ...representation, asset distribution, tax-related matters, and contested trust... ...skills, and the ability to supervise staff, manage workload distribution, and oversee...SeniorLocal area
- Overview Summary of Position: The Senior Attorney - Trusts & Estates Litigation plays a key leadership role within... ...oversight to Associates and support staff. This position requires advanced... ...fiduciary duties, beneficiary rights, and tax implications. Supervise paralegals...SeniorLocal areaRemote work
- ...Job Description Job Description o Administer and manage sales and use tax compliance for all Sony America entities (15 entities with over 200 returns a month) o Team with other group members to create and implement sales and use Tax planning strategies ; Conduct...SeniorLocal area
- Greenberg Traurig, LLP is seeking a Probate, Trusts & Estates Paralegal for our San Diego (Del Mar) office on a hybrid basis, requiring five+... ...attorneys in estate administrations, file court documents, prepare tax returns, and coordinate with financial institutions. Strong...SeniorWork at office
- Mercer Advisors is seeking an Estate Planning Attorney to join the Wealth Solutions group. The role supports high-net-worth clients with planning, trust, and tax strategies, collaborating with wealth advisors and internal teams. Preference is given to candidates in the...SeniorWork at office
- Bank of America is seeking a Senior Trust Officer in San Diego, CA to oversee fiduciary administration and wealth transfer planning for high-net-worth clients. You will coordinate trust reviews, custody tasks, and risk management while guiding client relationships and...SeniorWork at office
$150k - $225k
Jobot in California seeks a Senior Estate Planning Attorney to work remotely from within California. You will advise high... ...net worth clients on sophisticated estate and gift tax planning strategies, draft wills and trusts, and coordinate with wealth advisors. The role...SeniorRemote job- Van Dyke & Associates, APLC, a San Diego-based litigation firm focusing on trusts and estates, seeks a full-time on-site Litigation Paralegal. You will support attorneys with document prep, pleadings, discovery, and case management while ensuring deadlines and court rule...SeniorFull time
$249k - $325k
...Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range is $249,000 to $325,000 per year. The position offers...SeniorFull timePrivate practice- Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers,...Senior
- ...above the Cove. We serve a diverse range of clients in real estate, civil litigation, trusts and estates, and business law. Our culture values... ...entrepreneurial environment. The Opportunity We’re seeking a motivated Senior Associate Attorney with 4-8 years of civil litigation...SeniorWork at office
$249k - $325k
...A leading global law firm is seeking a Mid to Senior-Level Associate to join its Private Wealth Services Practice... ...-net-worth individuals and families on sophisticated estate planning, wealth transfer, and trust administration matters within a collaborative and...SeniorFull timePrivate practice- Senior Trust Officer - San Diego, CA Senior Trust Officer job at Bank of America in San Diego, CA. Job Description: At Bank of America, we... ...in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to...SeniorWork at officeShift workDay shift
- BCG Attorney Search is seeking a Mid-Senior Real Estate Associate in San Diego, CA, to join its Real Estate Practice Group. The role emphasizes substantial experience in commercial real estate and financing transactions, with opportunities to work closely with partners...Senior
$147.4k - $336.8k
...Your Key Responsibilities There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of... ...current market trends to maintain your credibility as a trusted advisor. Building client relationships and demonstrating deep...SeniorSummer holidayFlexible hours- Jones Lang LaSalle Incorporated in San Diego is seeking a Senior Property Associate to support property operations and financial processes, acting as a liaison among tenants, property managers, vendors, and stakeholders. You will assist with AP/AR, budgeting, reporting...Senior
- The County of San Diego is seeking a Senior Estate Property Specialist to plan, direct, and coordinate the movement and safeguarding of estate... ...placed in conservatorship. The role will supervise County staff and temporary workers, coordinate with departments and contractors...SeniorTemporary workFor contractors
- SENTRE, a San Diego-based real estate investment management firm, seeks a Manager, Asset Management to drive asset-level execution, financial modeling, and portfolio strategy in partnership with the COO and development, leasing, management, and investment teams. You will...Senior
$57.74 - $83.44 per hour
A healthcare organization is seeking an IAM Systems Developer II based in San Diego, California. The ideal candidate will build and optimize IAM solutions, integrate cloud IAM services, and ensure compliance with security standards. Candidates must have a Bachelor's degree...SeniorHourly pay- Mercer Advisors is seeking an Estate Planning attorney to join the Wealth Solutions group. The role focuses on providing and implementing planning strategies for high net worth clients, with a strong preference for candidates in the Bay Area, Orange County, or San Diego...SeniorRemote jobWork at office
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