Estate Planning Jobs in Oakland
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Oakland (CA)
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Search Results - Estate Planning Jobs in Oakland
Robert Half-Walnut Creek (CA), 10 mi from Oakland
Excellent communication skills (written and verbal)
• Demonstrated knowledge of Trust Account
• Command of estate planning
• Tax law experience
• Conservatorships experience
• Adeptness in Revocable Trusts
• Probate Law experience
• Estate planning...
roberthalf.com -
Build My Great Team-San Francisco, 11 mi from Oakland
About the Company: Hall Law Firm, P.C. is a boutique Estate Planning law firm in San Francisco specializing in Special Needs and Settlement Planning. With a stellar reputation and a commitment to excellence, we offer a supportive and inclusive...
resume-library.com -
Gallin Associates-San Francisco, 11 mi from Oakland
Tallahassee, Jacksonville, Orlando, and Miami. The successful candidate will have 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services.
#J-18808-Ljbffr...
appcast.io -
Fawkes IDM-San Francisco, 11 mi from Oakland
Responsibilities:
Assist Family Wealth Planning members with the organization and maintenance of documents for estate planning, tax, probate and trust administration work.
Maintain case files.
Create and index client binders and internal files...
resume-library.com -
Robert Half-Oakland
Our client, a well-established law firm, is seeking an experienced Paralegal to join their Estates & Trusts practice group in their Oakland office. This role involves trust administration, court-supervised probate administration, and estate planning...
roberthalf.com -
Jobot-Oakland
custody battles, or estate planning, we're here to protect your interests and guide you towards a favorable resolution. With a strong commitment to integrity and confidentiality, we tailor our approach to meet the unique needs of each client, ensuring your...
Robert Half-Burlingame (CA), 15 mi from Oakland
and administrative support to multiple Trust & Estate partners as needed.
• Prepare, proofread, and format estate planning documents, including wills, trusts, and probate filings.
• Assist with client communication, scheduling meetings, and managing attorney...
roberthalf.com -
Jobot-Oakland
expert trust and estate services that safeguard our clients' legacies. We employ a meticulous approach to trust administration, estate planning, and probate matters, ensuring detailed attention and personalized service to meet the unique needs of each...
Hayward, 9 mi from Oakland
for home, financial, consumer, auto, family, civil lawsuits, and estate planning—saving you time and legal fees.
• Protection for Your Finances & Identity: Stay secure with Norton LifeLock, offering identity alerts, credit monitoring, device security, dark...
icims.com -
Jobot-Pleasanton (CA), 21 mi from Oakland
and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies...
Robert Half-Oakland
planning.
• Work with attorneys and title companies on property purchase and sale agreements.
• Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.
Estate Planning Responsibilities:
• Manage owner’s estate...
roberthalf.com -
Creative Financial Staffing-San Francisco, 11 mi from Oakland
investments, financial and estate planning, and philanthropy.
Skills:
• Strong client service orientation and technical skill set, problem solving skills
• Strong written and verbal communication skills
#INFEB2025
#ZRCFS
#LI-AS1...
Martinez (CA), 18 mi from Oakland
for home, financial, consumer, auto, family, civil lawsuits, and estate planning—saving you time and legal fees.
• Protection for Your Finances & Identity: Stay secure with Norton LifeLock, offering identity alerts, credit monitoring, device security, dark...
icims.com -
Jobot-Concord (CA), 16 mi from Oakland
and implement customized tax planning strategies to minimize liabilities and maximize wealth preservation.
• Review complex tax returns, including individual, trust, gift, partnership, and S-corporation filings.
• Collaborate with financial advisors, estate...
Robert Half-San Francisco, 11 mi from Oakland
Growing boutique firm is seeking a Trusts & Estates Legal Secretary to their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for detail...
roberthalf.com -
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