Estate Planning Associate Jobs in San Jose

Director, Planned Giving Duties: Direct and manage the planned giving program for Stanford Medicine in the Office of Development. Set program goals, manage relationships, and lead marketing and education efforts internally ..

Director, Planned Giving-MCD The candidate will direct and manage the planned giving program for Stanford Medicine in the Office of Development. Set program goals, manage relationships, and lead marketing and education ..

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

... 5 or more years of estate planning experience to join its Tax ... to design and implement comprehensive estate plans.DutiesDraft and review estate planning documents, including trusts, wills, deeds,..

Tax Associate - Fall 2021 Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various ..

... is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 ... has a strong interest in estate planning, wealth transfer strategies, and tax ... powers of..

... seeks a Private Client Services Associate to join their practice group ... two to four years of estate planning experience and a keen interest ... tax matters.DutiesAssist with gift..

... legal documents in relation to estate and business succession planning. Will undertake technical research on ... Will undertake technical research on estate planning and compliance matters for internal .....

Job OverviewA law firm seeks a State and Local Tax Associate to join its team in Palo Alto, CA. This role offers the opportunity to work on complex tax matters across ..

Associate Attorney The candidate will join ... Attorney The candidate will join planning and administration group. Should preferably ... have prior exposure to drafting, estate planning, and estate and trust..

Director Gift Planning The candidate will develop, lead ... gifts, IRA’s, life insurance, real estate, business interests and other appreciated ... Executive Director, Office of Gift Planning. Proficient and versed..

Supervising Attorney DUTIES: Supervision of direct services, including, public benefits, estate planning, employment, and consumer law matters. Hiring, training, mentoring, and professional development of staff. Collaborate with other Law Foundation team ..

Job OverviewA law firm seeks an experienced tax attorney to join as Of Counsel in Palo Alto. The role focuses on securitization and structured finance transactions, including aircraft leasing, investment funds, ..

... law firm seeks a Senior Estate Planning Attorney to join their remote ... meaningful legal work, focusing on estate planning and probate services, particularly for ... to administration and..

Tax Manager / Director - Industry Professional The candidate will be responsible for: Manage and develop relationships with great clients. Assist clients with meeting their tax and financial planning objectives by ..

... seeks a Private Client Services Associate in San Jose, CA. The ... two to four years of estate planning experience and a keen interest ... financial goals.DutiesEngage in gift..

Director The candidate will manage, lead, and inspire a small team of Planned Giving staff for Stanford Medicine. Direct staff efforts to carry out planned giving initiatives, including proactive efforts to ..

Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

Assistant Director of Planned Giving The candidate will support all aspects of gift planning and related tax and legal matters in the Office of Development. Will provide assistance in increasing awareness ..

Assistant Director Of Planned Giving The candidate will be responsible for: Draft pledge and gift agreements with varying degrees of complexity for the University and for Stanford Healthcare. Determine university compliance ..

Estate Planning, Trust and Probate Litigation Attorney Candidate will be drafting estate plans, probate documents, trust administration documents, and supporting litigation matters. Experience with court appearances is a plus...