4 jobs found for

Tax Estate Planning Paralegal Jobs in Pleasanton

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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 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 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 Oakland, CA

    Oakland, CA

    Type: Full Time | Posted Date: Aug 18, 2024

    SUMMARY: Trust and Estates Paralegal - Join our team at Donahue Fitzgerald LLP in Oakland, CA! Donahue Fitzgerald LLP, a leading law firm providing a wide range of legal services, is seeking an experienced Paralegal for our Trusts & Estates practice group. This is a great opportunity for a highly organize...