Estate Planning Partner Jobs in San Francisco

Estate Planning Partner The candidate should have excellent professional academic credentials...

Senior Estate Planning/Tax Associate The candidate will take over the business/become a partner. High level of experience is essential. ..

Assistant Director, Gift Planning Responsibilities: 20%-Serves as an expert ... in a specialized area, gift planning, for a number of campus ... individualized proposals annually. Qualify gift planning prospects and..

Tax Partner- Real Estate Private Equity The candidate will ... Equity The candidate will perform partner-level compliance review and tax return ... signoff. Handle client consultations on planning opportunities and..

... skilled Senior Associate or Junior Partner in San Francisco, CA, with ... CA, with significant experience in estate and wealth planning, trust and estate administration, and business succession planning...

Tax Partner - Real Estate The candidate will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. Will also be involved ..

Partner Attorney (Wealth Planning) the candidate will develop tailored ... tax, and California income tax planning, trust and estate planning, individual planning, cross-border tax matters, and residency-related .....

Legal Secretary (Private Client & Tax / Litigation) Duties: Drafts letters and documents; collects and analyzes information; prepares charts, graphs, and other visuals. Transmits information to courts and third parties by ..

Managing Counsel-Capital Strategies Duties: Provides for high quality, timely, relevant, and solution-oriented counsel including research, writing, advice and advocacy. Keeps informed on legislation and case law developments affecting overall operations of ..

... their advisors on complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working ... experience in drafting sophisticated wealth planning strategies. Should have knowledge..

... advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working ... 3 years of experience in estate planning, and 2 years..

EV Real Estate Portfolio Manager The candidate handles ... The candidate handles third-party real estate services in screening the locations ... portfolios, coordinating with the land partner a suitable location..

... to prospects of planned gifts. Partner with Leadership and Gift Officers ... Manage and support the Gift Planning Committee and volunteer leadership for ... Council filled with Bay Area..

Director, Strategic Capital The candidate will lead JV formation and documentation preparation, including identifying and addressing legal, tax and structuring issues for both participants and real estate involved in transaction in ..

Director of Legacy Giving Duties: Reporting to the Vice President of Institutional Advancement, the Director of Legacy Giving plays a critical leadership role in the success of the Office of Institutional ..

Director Of Planned Giving And Endowments The candidate will be responsible to lead the Centennial Campaign including directing and conducting development, solicitation, and marketing to create new endowment funds and managing ..

Senior Counsel The candidate will serve as primary legal advisor on troubled commercial real estate and agricultural loans. Provide transactional support in originating commercial and agricultural loans. Provide sound legal advice ..

Tax Senior Associate, Real Estate The candidate will support Tax Managers and Partners in the day-to-day management of client portfolio. Take responsibility for overall engagement planning and job administration. Keep management ..

Tax Senior Associate, Real Estate The candidate will support Tax Managers and Partners in the day-to-day management of client portfolio. Take responsibility for overall engagement planning and job administration. Keep management ..

Legal Secretary (Litigation) The candidate drafts letters and documents; collects and analyzes information; prepares charts, graphs, and other visuals. Transmits information to courts and third parties by electronic filing, preparing a ..

Staff Attorney The candidate will provide direct client service and craft statewide consumer protection policies to improve long-term care. Assist consumers in navigating the justice system and connections to resources they ..

Principal Wealth Planning Services Advisor The candidate supports ... in the delivery of strategic planning solutions, including financial, estate and family governance planning. Prepares and delivers certification training ... Services..

... on performance. Work with the partner group to build and maintain ... and long term. Support the partner team in identifying and promoting ... evolving market requirements. Support the..