13 results for Trust Estates Director in Mountain View, CA

Trust & Estates Attorney

Walnut Creek, CA
onsite
Permanent
125000.00 - 150000.00 USD / Yearly
We are looking for an experienced Trust & Estates Attorney to join our team in Walnut Creek, California. The ideal candidate will have a strong background in estate planning, trust administration, probate, and taxation, with a proven ability to deliver exceptional legal services to a diverse clientele. This role offers the opportunity to provide tailored solutions and expert representation in complex legal matters. Responsibilities: • Provide expert legal counsel in estate planning, trust administration, and probate matters. • Represent clients in trust, estate, and conservatorship litigation. • Handle elder law cases with sensitivity and professionalism. • Advise clients on taxation matters, including estate and fiduciary tax strategies. • Manage real estate litigation cases effectively. • Draft and review legal documents such as wills, trusts, and probate filings. • Ensure compliance with legal standards and regulations in all areas of practice. • Advocate for clients in civil litigation cases, delivering strong courtroom representation. • Collaborate with clients to develop customized legal strategies that meet their unique needs. • Stay current on legal developments and changes in estate and tax law.
2026-03-25T17:08:42Z

tax manager

Menlo Park, CA
remote
Permanent
120000.00 - 165000.00 USD / Yearly
Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!Responsibilities:-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues Requirements:-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax-Strong supervisor experience (will manage 3 staff)-Excellent communication and client relationship skills
2026-03-11T17:29:03Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent
140000.00 - 160000.00 USD / Yearly
We are looking for a dedicated and skilled Trust Litigation Attorney to join an established trusts and estates practice. In this role, you will handle a variety of estate-related disputes, including trust and probate litigation, contested wills, and conservatorship matters. This position offers a unique opportunity to provide strategic legal counsel, advocate for clients, and contribute to achieving favorable outcomes in complex cases. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Represent clients in estate-related litigation, including disputes involving trusts, wills, and conservatorships.• Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters.• Draft and file legal documents such as motions, pleadings, discovery requests, and briefs for estate litigation.• Conduct depositions, interview witnesses, and prepare expert testimony for court proceedings.• Advocate for clients in courtroom trials, mediation sessions, and settlement negotiations.• Collaborate with executors, trustees, beneficiaries, and family members to navigate probate and conservatorship processes.• Monitor compliance with relevant estate planning, probate, and conservatorship laws and regulations.• Provide clear and strategic legal advice to clients throughout the litigation process.
2026-03-25T17:44:09Z

Attorney/Lawyer

San Jose, CA
onsite
Permanent
225000.00 - 275000.00 USD / Yearly
We are looking for an accomplished Senior Trust & Estate Litigation Attorney to join our Trust & Estate Litigation team in San Jose, California. The ideal candidate will bring substantial expertise in trusts and estates litigation, along with a commitment to delivering exceptional counsel and representation to clients. This role offers an opportunity to work on complex cases while contributing to the growth and success of the firm's practice. Responsibilities: • Provide expert legal representation in trust and estate litigation matters, including disputes involving undue influence, fraud, and lack of capacity. • Advocate for clients in cases of financial elder abuse, ensuring their rights are protected. • Handle trust and probate litigation, addressing issues such as breach of fiduciary duty, asset mismanagement, and co-trustee conflicts. • Draft and review legal documents, including motions and briefs, with precision and attention to detail. • Manage discovery processes, ensuring thorough preparation and analysis of case materials. • Serve as a mentor and supervisor to associates, fostering their growth and ensuring high standards of legal practice. • Collaborate with colleagues to develop strategies tailored to client needs and case objectives. • Maintain a reputation for integrity and high standards within the legal community. • Build and nurture client relationships, offering strategic advice and guidance on complex trust and estate issues.
2026-03-06T19:28:42Z

Paralegal

Los Altos, CA
onsite
Permanent
85000.00 - 130000.00 USD / Yearly
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision. Responsibilities: • Organize and analyze asset information to support trust and estate administration processes. • Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding. • Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters. • Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions. • Manage court filings, eFilings, discovery processes, and service of legal documents. • Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds. • Create fiduciary reports and accountings to ensure compliance and accuracy. • Review and prepare Estate and Gift Tax returns with attention to detail. • Maintain organized physical and electronic client files for seamless access and management.
2026-04-01T15:38:44Z

Attorney/Lawyer

Los Altos, CA
onsite
Permanent
130000.00 - 150000.00 USD / Yearly
We are looking for a dedicated and detail-oriented Attorney to join our team in Los Altos, California. In this role, you will contribute to a well-established estate planning and trust administration practice, collaborating in a supportive and attentive environment. The ideal candidate is motivated, organized, and skilled in handling complex legal matters with precision and care. Responsibilities: • Draft and file legal petitions related to probate administration, conservatorships, and trust modifications, including Spousal Property petitions and Heggstad petitions. • Prepare detailed fiduciary reports and accountings with accuracy and thoroughness. • Manage discovery processes and ensure deadlines are consistently met. • Communicate effectively with clients, court personnel, financial institutions, and government agencies to provide legal guidance and updates. • Collaborate with attorneys, paralegals, and support staff to ensure seamless workflow and case management. • Track and report billable hours promptly while maintaining compliance with firm expectations. • Conduct research and draft motions, briefs, and other legal documents related to estate planning and administration. • Provide legal support for trust litigation and conservatorship cases, ensuring compliance with relevant laws and regulations. • Maintain meticulous attention to detail while managing a high-volume caseload.
2026-03-06T19:33:42Z

Director of Finance

Oakland, CA
onsite
Permanent
120000.00 - 130000.00 USD / Yearly
We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future. Responsibilities:<ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
2026-03-20T15:53:42Z

General Counsel

San Francisco, CA
onsite
Permanent
225000.00 - 265000.00 USD / Yearly
Robert Half Legal is recruiting an experienced probate litigator to become General Counsel for a national trust settlement company located in downtown San Francisco (flexible hybrid telecommute). This position is newly open because the longtime incumbent GC is retiring. This executive leadership role reports to the company’s president. There are a corporate counsel and a legal assistant who report to this GC. Responsibilities:· Due diligence review of customers’ close relatives’ trust, estate, and will documents to determine total anticipated inheritance payment and file assignment of beneficiary interest;· Manage probate cases and prepare necessary filings through to full payment of company’s assignment, including resolving disputes and handling litigation; and· Other duties include risk management, regulatory compliance, and general legal operations oversight. Qualifications:· 7-10++ years of probate, trust administration, and trusts & estates practice experience;· Active and in good standing in a state bar association -- State Bar of California is preferred;· Experience advising clients in highly regulated financial services industries, including consumer financing, residential mortgage, etc., is a plus factor; and· Good leader with teamplayer attitude, collaborative and friendly interpersonal skills, and effective case management abiliites. Cash compensation includes base salary pay of $225,000 - 250,000+/yr, depending on experience, and various bonuses (including monthly incentives, net income bonus for management, and a year-end holiday bonus). There are also annual employee stock option / equity allocations. Total annual comp is $325-400k. Comprehensive employment benefits include medical and dental insurance, 401k Plan, and other perks. This company is a pleasant place to work, good employee morale and tenure, and the workload is steady and very manageable (regular 40 to 50-hour work weeks). This is a direct-hire opportunity. The executive team wants to start interviewing immediately. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-04-02T01:43:41Z

Tax Manager

San Rafael, CA
onsite
Permanent
150000.00 - 175000.00 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-03-20T16:13:43Z

Senior Attorney/Partner

San Francisco, CA
onsite
Permanent
150000.00 - 270000.00 USD / Yearly
We are looking for an experienced Senior Attorney/Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development. Responsibilities:• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.• Conduct legal research and provide strategic advice to clients and the firm.• Mentor and supervise associates, fostering growth and ensuring effective case management.• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.• Assist with transactional work, including drafting and reviewing contracts and other documentation.• Contribute to administrative functions and support the overall operations of the firm.
2026-03-24T18:43:45Z

Business/Real Estate Attorney

San Jose, CA
onsite
Permanent
170000.00 - 240000.00 USD / Yearly
Well established San Jose firm is looking for an attorney to join their litigation department. If you're a candidate who is eager to learn from an experienced partner with an interest in furthering their career, this could be a role in which you will thrive. Previous real estate, business, or trust litigation experience required. Responsibilities- Supporting attorneys and staff within the practice groups department- Correspond with clients and the counsel for the opposing side- Legal research and drafting of a wide range of legal documents- Analyze and summarize legal documents
2026-03-06T18:48:43Z

Wealth Advisor - RIA Firm - Hybrid

Foster City, CA
remote
Permanent
150000.00 - 170000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a highly respected, employee-owned RIA in the East Bay to hire a Financial Planner / Wealth Advisor who thrives in a relationship-driven environment and wants to make a meaningful impact with clients.This is an opportunity to step into a well-supported advisory seat where your focus is on what matters most—guiding clients through complex financial decisions and building long-term trust—not getting bogged down in operational noise. The OpportunityYou’ll take ownership of a defined book of approximately 80–100 client relationships, helping individuals and families navigate their financial lives with clarity and confidence. The firm emphasizes deep, ongoing partnerships, not transactional advice.With strong internal infrastructure across investments, operations, and marketing, you’ll have the support needed to stay focused on delivering high-quality advice and growing relationships. What You’ll Do<ul><li>Serve as the primary advisor for a portfolio of clients, providing comprehensive financial planning and investment guidance</li><li>Build lasting relationships by understanding each client’s goals, values, and long-term vision</li><li>Develop and execute customized financial plans spanning retirement, tax strategy, estate considerations, and philanthropic goals</li><li>Partner with external professionals (CPAs, attorneys, etc.) to coordinate complex financial situations</li><li>Guide clients through life transitions and evolving financial needs with a proactive, planning-first approach</li></ul> What Sets This Firm Apart<ul><li>Manageable client load: Advisors typically work with ~60–75 relationships, allowing for deeper, more meaningful engagement</li><li>Specialized client niches: Work alongside colleagues who focus on distinct client segments (e.g., tech professionals, attorneys, executives, medical specialists)</li><li>Strong team stability: High tenure and a collaborative, supportive culture</li><li>Employee ownership: 100% employee-owned with a clear path to equity participation</li><li>Inclusive environment: A diverse team with strong female representation across the firm</li></ul>
2026-03-31T04:33:57Z

Paralegal

Salinas, CA
remote
Permanent
70000.00 - 75000.00 USD / Yearly
We are looking for an experienced Spanish-speaking Paralegal to join our team in Salinas, California. In this role, you will provide essential support for trust and estate matters, as well as civil and real estate litigation. You will be integral in ensuring cases are handled efficiently and with the highest level of professionalism. Responsibilities: • Assist attorneys in preparing and managing estate planning and probate cases. • Conduct research and compile legal documents related to trust and estate administration. • Provide support for civil litigation cases, including drafting pleadings and motions. • Collaborate with the legal team on real estate litigation matters. • Maintain accurate records and organize case files effectively. • Communicate with clients to gather information and provide updates on case progress. • Ensure compliance with relevant legal procedures and deadlines. • Translate and interpret legal documents for Spanish-speaking clients. • Perform administrative duties to support the smooth operation of the legal office.
2026-03-24T17:18:46Z