NewTax Senior Manager, Corporate/ASC 740 bdo consultingTax Senior Manager, Corporate/ASC 740San Francisco, CA$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewTax Strategist - Cpa Edgar Law Group, LLPTax Strategist - CpaSan Jose, CAEdgar Law Group, LLP is seeking a seasoned, client-facing Tax Strategist - CPA to help lead sophisticated tax advisory, planning, compliance, and controversy work for individuals, business owners, high-net-worth clients, fiduciaries, partnerships, corporations, and other complex taxpayers. The right person will be able to take ownership of client-facing tax issues, explain options clearly, support legal and tax strategy, and help the Firm convert sophisticated tax work into timely, well-documented, billable client service.
NewTax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesLos Angeles, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewTax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesLos Angeles, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Remote, Contract-based California Probate Administration Estate Planning Attorney Opportunity - 10+ Hours/Week The Freelance FirmRemote, Contract-based California Probate Administration Estate Planning Attorney Opportunity - 10+ Hours/WeekSacramento, CaliforniaRemoteWe are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated California-based Probate Administration/Estate Planning Attorney.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneySan Francisco, CA$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Remote, Contract-based, California Estate Planning and Probate Attorney Opportunity The Freelance FirmRemote, Contract-based, California Estate Planning and Probate Attorney OpportunityWalnut Creek, CaliforniaRemoteWe are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced, and dedicated California Trust Administration / Estate Planning Attorney .
Estate Planning Attorney Career Consulting PartnersEstate Planning AttorneyClaremont, CaliforniaYou will drive legal planning strategy, manage client relationships, supervise staff, and guide clients through the comprehensive estate planning process and uncontested trust and estate administrations. Design and draft comprehensive, customized estate plans, including wills, revocable and irrevocable trusts, durable powers of attorney, and advance healthcare directives.
NewEstate Planning & Probate Attorney Orion PlacementEstate Planning & Probate AttorneyFair Oaks, California$100,000–$170,000 / yearExperience: Good fit job titles/keywords for candidates: Estate Planning Attorney, Probate Attorney, Trusts & Estates Attorney, Trust Attorney, Estate Planning & Probate Attorney. Our work centers on thoughtful estate planning, trusts, probate, asset protection, and long-term care planning, with a strong emphasis on personal service and practical legal guidance.
Estate Planning Attorney Calone & Harrel Law Group, LLPEstate Planning AttorneyStockton, CAFull timeLLM in taxation preferred; -Certified Specialist in taxation or trust/probate law preferred; -strong analytical and problem solving skills; -confidence to meet and work with clients and effectively communicate solutions to same; -excellent written and verbal communication skills; -ability to work with others; and. -draft estate planning documents, including but not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents, and probate proceeding documents; -meet with clients regarding same and effectively communicate to clients; and.
Estate Planning Attorney - Spanish Adams & Martin GroupEstate Planning Attorney - SpanishBrea, California$110,000–$160,000Associate Attorney (Estate Planning, Probate & Trust Administration) A growing Southern California law firm is seeking a Spanish-speaking Associate Attorney to join its Estate Planning, Probate, and Trust Administration practice. Open to attorneys junior attorneys who are looking to transition into this practice area.
Estate Planning Attorney VARNER & BRANDT LLPEstate Planning AttorneyOntario, CAFull timePotential candidates must possess a strong background in estate planning, trust administration and probate matters (at least 3 years of relevant experience). Great benefit package including Health, Dental, Vision, Life and Disability Insurance, paid parking and a great working environment.
Estate Planning Attorney Adams & Martin GroupEstate Planning AttorneyBrea, California$110,000–$160,000Associate Attorney (Estate Planning, Probate & Trust Administration) A growing Southern California law firm is seeking a Spanish-speaking Associate Attorney (No Billable, No Litigation) to join its Estate Planning, Probate, and Trust Administration practice. Strong client-facing and communication skills.
Tax & Estate Planning Associate Attorney GpacTax & Estate Planning Associate AttorneyIrvine, CA180000–240000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. I’m working with a highly respected Trust & Estates team seeking a Tax & Estate Planning Attorney with strong drafting and tax depth.
Senior Litigation Attorney - Business, Real Estate & Estate Planning Talent Search PROSenior Litigation Attorney - Business, Real Estate & Estate PlanningEl Segundo, CaliforniaIf you're an experienced litigation attorney looking for a long-term opportunity where you'll work on sophisticated business, real estate, and estate planning matters, this role offers the chance to join a collaborative legal team that values integrity, client service, and professional growth. You'll work alongside experienced managing partners, represent clients through every stage of litigation, and help individuals and businesses prevent and resolve complex legal disputes.
NewAttorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego) Mercer AdvisorsAttorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego)San Diego, CaliforniaRemoteToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewSenior Attorney (Sr Estate Planning Strategist) - (Bay Area, Orange County, San Diego) Mercer AdvisorsSenior Attorney (Sr Estate Planning Strategist) - (Bay Area, Orange County, San Diego)San Diego, CaliforniaRemote$130,000–$150,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewEstate Planning Paralegal Orion PlacementEstate Planning ParalegalSan Jose, CaliforniaRemote2+ years of experience as a paralegal supporting wills, trusts, estates, or estate planning matters. Work closely with experienced attorneys on meaningful estate planning matters that directly impact individuals and families.
Paralegal - Estate Planning Woven Legal LLCParalegal - Estate PlanningCARemotePart timeResponsibilities include:Drafting estate planning documents (wills, trusts, powers of attorney, amendments)Reviewing client intake information and identifying missing details or planning issuesPreparing and revising documents with strong attention to detailLeading draft review meetings with clientsCoordinating and facilitating signing appointmentsAssisting clients with trust funding and follow-upCommunicating regularly with clients to keep matters on trackCollaborating with attorneys and team members to ensure efficient workflowsWhat We're Looking ForExperience as an Estate Planning Paralegal (required)Strong drafting experience with wills, trusts, and related documentsExceptional attention to detail and organizational skillsAbility to manage multiple deadlines and prioritiesComfortable communicating directly with clientsExperience with WealthCounsel and/or MyCase (preferred)Self-starter who takes initiative and approaches work with a solutions-oriented mindsetWhy Join Woven Legal LLCFully remote positionFlexible schedule totaling 40 hours per monthMeaningful, client-centered workSupportive and collaborative team environmentHow to Apply If you're an experienced estate planning paralegal looking for a flexible remote role where your work truly matters, we'd love to connect. This is a fully remote, part-time 1099 contractor position at 40 hours per month, with an hourly rate of $30.If you enjoy client interaction, drafting high-quality documents, and being part of a thoughtful, organized legal team, we encourage you to apply.
Estate Planning Paralegal LAW OFFICES OF PAUL JAY FUKUSHIMAEstate Planning ParalegalNorwalk, CAFull timeWe are looking to hire an estate planning paralegal to assist in the area of estate planning, and some trust administration document preparation. • Draft estate planning documents, including deeds.