34 jobs found for

Succession Tax Paralegal Jobs in California

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  • Legal Staff Paralegal in Oakland, CA

    Oakland, CA

    Type: Full Time | Posted Date: Sep 24, 2024

    SUMMARY: Trust and Estates Paralegal The candidate will assist in drafting of estate planning and trust administration documents. Will prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets. Meet and communicate with clients an...

  • Legal Staff Paralegal in Irvine, CA

    Irvine, CA

    Type: Full Time | Posted Date: Sep 15, 2024

    SUMMARY: Profit sharing after five years of employment Employee recognition program Weekly lunches, monthly birthday celebrations, in-office massages Fun Committee events including Admin Day celebration, summer party, Harvest Lunch, and Christmas Lunch Salary: $50,000.00 to $85,000.00 annually...

  • Legal Staff Paralegal in Modesto, CA

    Modesto, CA

    Type: Full Time | Posted Date: Oct 03, 2024

    SUMMARY: Probate and Trust Paralegal Responsibilities: Work on complex probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and gift tax returns. Review and prepare ...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: Oct 01, 2024

    SUMMARY: Tax and Wealth Planning Paralegal at Law Firm in San Francisco, CA H1: Join Our Team as a Tax and Wealth Planning Paralegal in San Francisco, CA H2: Fox Rothschild LLP is Seeking a Highly Skilled Tax and Wealth Planning Paralegal in San Francisco Fox Rothschild LLP, a well-established and hig...

  • Legal Staff Paralegal in Pasadena, CA

    Pasadena, CA

    Type: Full Time | Posted Date: Sep 30, 2024

    SUMMARY: Trusts & Estates Paralegal – Los Angeles, CA: - Trusts & Estates Paralegal position available at Leech Tishman Fuscaldo & Lampl, Inc. - Minimum 5-8 years of experience in estate planning and trust administration required. - Located in Los Angeles (Westwood) office. - Responsible for day-to-day...

  • Legal Staff Paralegal in San Diego, CA

    San Diego, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services Location: New York (other locations available) Salary: Competitive Experience: 8 years in fiduciary/court accounting Summary: EY, a global professional services firm, is seeking a Tax Manager for their Financial Services Off...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: SEO Friendly Job Title: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services H1: Join EY as a Tax Manager in Fiduciary Trust & Estate Tax Administration Services H2: Build an Exceptional Career at EY in Financial Services Bold Headlines: - Unique Opportunity: Tax Manager at...

  • Legal Staff Paralegal in Woodland Hills, CA

    Woodland Hills, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services Location: New York (other locations available in the region) Salary: Competitive Job Title: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services Experience: 8 years of fiduciary/court accounting exper...

  • Legal Staff Paralegal in Roseville, CA

    Roseville, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: EY is a global professional services firm that provides a wide range of tax services to clients in the financial services industry. As a Tax Manager in the Financial Services Office, you will play a vital role in the success of the Fiduciary/Trust & Estate Tax Administration Services (“FTEAS”) b...

  • Legal Staff Paralegal in Irvine, CA

    Irvine, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: The EY experience. It's yours to build. Job Title: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services Company: EY Department: Financial Services Office Location: New York (with potential for other locations in the region) Salary: $102,100 - $187,000 (depending on l...

  • Legal Staff Paralegal in Pleasanton, CA

    Pleasanton, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: Summary: -Job Title: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services -Location: New York (other locations also available) -Salary: Competitive, with base salary range of $102,100 to $187,000 across all US locations and $122,600 to $212,800 in New York City Metro Area, W...

  • Legal Staff Paralegal in Redwood City, CA

    Redwood City, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: EY is currently seeking a Tax Manager with experience in Fiduciary/Trust & Estate Tax Administration Services to join our Financial Services Office (FSO) located in various cities across the US. - Job title: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services - Location: New...

  • Legal Staff Paralegal in Westlake Village, CA

    Westlake Village, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: The Tax Manager position at EY offers a competitive salary range of $102,100 to $187,000. The specific salary for the New York City Metro Area, Washington State, and California (excluding Sacramento) is $122,600 to $212,800. This position is part of the Financial Services Office, specifically the Fi...

  • Legal Staff Paralegal in Sacramento, CA

    Sacramento, CA

    Type: Full Time | Posted Date: Sep 27, 2024

    SUMMARY: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services: - Location: New York (other locations available in the region) - Salary: Competitive - Requisition ID: 1543486 - Date: Sep 26, 2024 Introduction: - EY offers a unique career-building opportunity with a global reach, in...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: Sep 12, 2024

    SUMMARY: Junior Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic s...

  • Legal Staff Paralegal in Irvine, CA

    Irvine, CA

    Type: Full Time | Posted Date: Sep 12, 2024

    SUMMARY: Trusts & Estates Paralegal - Orange County JMBM is looking for an experienced Trusts & Estates Paralegal to join their Orange County office. The successful candidate will be responsible for drafting estate planning documents, handling all aspects of trust administration, and other duties as assig...

  • Legal Staff Paralegal in Palo Alto, CA

    Palo Alto, CA

    Type: Full Time | Posted Date: Sep 11, 2024

    SUMMARY: Trust Administration Paralegal The candidate must be experienced Trust Administration Paralegal with Family Wealth and Tax Planning department. Must have experience with all aspects of the trust administration process including the following: Preparation of post-mortem affidavits, distribution deed...

  • Legal Staff Paralegal in Burlingame, CA

    Burlingame, CA

    Type: Full Time | Posted Date: Sep 07, 2024

    SUMMARY: Trust and Estates Paralegal The candidate will work in the area of trust and estate administration. Responsibilities include: all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and le...

  • Legal Staff Legal Secretary in Los Angeles, CA

    Los Angeles, CA

    Type: Full Time | Posted Date: Sep 12, 2024

    SUMMARY: Floater Legal Secretary (Private Client and Tax) Duties: Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written c...

  • Paralegal

    Los Angeles, CA

    Type: Full Time | Posted Date: Sep 15, 2024

    SUMMARY: Naples Law Firm is accepting resumes for a full-time probate paralegal with 5-10 years experience in probate administration. No resumes considered if candidate does not have at least 5 years experience in probate and trust administration. Previous experience and working knowledge with preparation of...

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