"Certain beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates
"Certain beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates
"Certain beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates
Job Title: Law and Motion Appeal Attorney Job Responsibilities: - Draft appellate briefs and motions/applications, and complex motions and pleadings related to litigated matters. - Provide advice and assistance to attorneys throughout all phases of litigation, including cost-effective motions for early dismissal, trial, and post-trial motions. - Efficiently assess key issues, render opinions, and provide results. - Designate, review, and analyze lower court records and other
Workers' Compensation Senior Counsel Job Title: Workers' Compensation Senior Counsel Job Responsibilities: - Handle a caseload of higher exposure cases and more complex litigation matters. - Apply effective litigation skills and techniques to try cases to verdict or negotiate resolution. - Conduct advanced legal research and demonstrate strong and persuasive legal writing and presentation skills. - Draft substantive pleadings, motions, briefs, discovery, and other legal doc
Litigation Attorney Job Responsibilities As a Litigation Attorney at the company, you will be responsible for managing a caseload of predominantly low to moderate complexity, handling litigation arising from claims asserted against policyholders or the company itself. Your key responsibilities will include: - Developing and applying effective litigation skills and techniques to try cases to verdict or negotiate resolution. - Conducting legal research and demonstrating stro
Title: Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in advanced estate, income tax, and trust administration matters. This full-time position is available due to growth within the department and offers exceptional opport...
Job Title: Litigation Attorney Job Responsibilities: - Manage all aspects of case management, excluding presenting cases at trial and arbitration. - Collaborate with trial attorneys to formulate discovery and investigation strategies. - Obtain concurrence with Claims Specialists on defense preparation. - Prepare pleadings and respond to discovery. - Attend court appearances. - Prepare lawsuits for trial or arbitration. - Prepare motions as requested. - Share knowledge and in
Legal Intern Job Title: Legal Intern Job Responsibilities: The Legal Summer Associate will undertake various responsibilities integral to the legal field. Key duties include conducting legal research, preparing discovery documents, and drafting legal briefs and motions. The associate will also have the opportunity to observe legal proceedings in various courts, which provides practical exposure to the legal environment. Furthermore, the intern will receive comprehensive men
Associate Staff Attorney Job Title: Associate Staff Attorney Job Responsibilities: - Litigation Execution: Manage all phases of litigation, including discovery, hearings, trials, mediations, and drafting legal documents such as pleadings and motions. Support Senior Trial Counsel and Senior Litigation Counsel in all aspects of case handling through trial, including preparation, management, and assistance at every stage of the litigation process. Appearances before the Work
Job Title: Associate In-House Counsel Job Responsibilities: - Assist in handling in-house litigation from inception to final resolution, including trial. - Draft demand letters, responses to demands, discovery, pleadings, and law & motion. - Make court appearances as needed. - Assist the Chief Legal Officer with litigation strategy and resolution of claims; negotiate and draft settlement agreements. - Coordinate and advise outside counsel on pending litigation matters. - Wor
Job Title Licensed Tax Professional (EA, CPA, or Attorney) Job Responsibilities The Licensed Tax Professional is responsible for establishing contact with tax agencies and updating members' case files. This role supports the company's servicing teams in identifying members' tax liabilities and analyzing the best possible resolution options. The Tax Professionals team is organized into five units: ACS, Audit, Offer-In-Compromise, Revenue Officers, and State, each equipped
Job Title: Corporate Paralegal Job Responsibilities: - Provide key support for the daily operations of the in-house legal function. - Manage subpoenas and CLM (Contract Lifecycle Management) database. - Oversee the management of contract flow, including the signature/Docusign process. - Handle invoice management and processing. - Prepare routine resolutions and perform corporate governance tasks such as obtaining certificates of good standing. - Manage the CSC relationship
Job Title: Paralegal (Remote) Job Responsibilities: - Drafts and edits national and state level underwriting communications. - Assists with tracking, monitoring, and analyzing legislative activity in all 50 states related to the conveyance and mortgaging of real estate. Provides underwriting leadership with recommendations regarding pending legislation. - Drafts and edits policy manuals, rate manuals, and similar documents filed with various regulatory bodies. - Provide
Accounting Methods Manager The candidate will serve as a firmwide resource for accounting methods related matters and will be exposed to a wide range of issues and projects. Help drive the firm's growth by identifying and delivering accounting methods service offerings tailored to client needs and by mentoring and developing talent within the accounting methods team. Provide consulting services for accounting method-related issues including automatic and non-automatic accoun
Income/Franchise Tax Senior Associate The candidate will work on a variety of state and local income/franchise tax projects, including tax planning, restructuring, transaction advisory, audit defense and appeals, state tax return review, taxability research, writing and correspondence. Research, review, and prepare deliverables concerning state and local income/franchise tax matters. Assist clients with various state income tax compliance matters including return review. Ass
Litigation Paralegal Job Title: Litigation Paralegal Job Responsibilities: - Assist attorneys in preparing for trials, hearings, and depositions. - Manage legal documents and maintain organized case files. - Conduct legal research and summarize findings for attorney review. - Draft and proofread legal documents, including pleadings and motions. - Communicate with clients, witnesses, and experts to gather information. - Ensure compliance with court rules and deadlines throu
Job Title: Associate Attorney (5 years civil litigation required) Job Responsibilities: The Associate Attorney will play a crucial role in defending clients in civil litigation cases across state, federal, and appellate courts. Key responsibilities include: - Drafting all necessary pleadings for litigation cases. - Taking and defending depositions. - Attending court hearings. - Conducting thorough legal research and analysis. - Communicating effectively with clients, team m
Job Title: Associate Attorney Job Responsibilities: - Prepare contracts, briefs, motions, and other legal documents - Conduct legal research - Prepare for and attend legal proceedings - Provide legal counsel in conjunction with senior associates - Negotiate on behalf of clients - Maintain detailed and accurate client records Education and Experience: - Successful completion of a Juris Doctor (. degree) from an accredited law school and bar exam - Active member of the Ame
Job Title: Legal Support Manager Job Responsibilities: - Manage the Corporate Governance function, overseeing processes, data, and staff handling entity formation, DBAs, state filings, renewals, and legal notifications. - Oversee the Licensing Support function, managing processes, data, and staff assisting in the renewal and reporting for company licenses across the organization. - Handle requests for information, due diligence, and other inquiries from investors, insurers,
Wealth Transition Services Tax Senior Manager - 1041 Expert The candidate will review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. Interpret and review various legal documents in relation t
Wealth Transition Services Tax Manager - Tax and Estate Planning The candidate will advise and consult on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Interpret and review various legal documents in relation to estate and business succession planning. Provide tax planning and consulting services to the firm's high net worth and ultra-
Wealth Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with tax staff to ensure 1041 tax returns are completed
Wealth Transition Services Senior Manager - Estate and GST Reviewer The candidate will review United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes. Interpret and review various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (speci
Job Title: Workers' Compensation Senior Counsel Job Responsibilities: - Handle a caseload of higher exposure cases and more complex litigation matters. - Apply litigation skills and techniques to try cases to verdict or negotiate resolution. - Conduct advanced legal research and demonstrate strong legal writing and presentation skills. - Draft substantive pleadings, motions, briefs, discovery, and other legal documents. - Attend court events, depositions, and other appointme
Job Title: Surety Claims Counsel Job Responsibilities: - Interact with attorneys, claimants, owners, and other parties, as well as field management staff to resolve claims issues and ensure cost-effective solutions. - Draft and negotiate necessary documents for each situation, such as Surety Takeover and/or Completion Agreements, settlement agreements, releases, correspondence, reports, and exposure analyses. - Collaborate closely with underwriters in assigned regions.
Job Title: Senior Surety Claims Counsel Job Responsibilities: - Interact with attorneys for claimants and owners, as well as field management staff to resolve complex claims issues and ensure cost-effective solutions. - Draft and negotiate necessary documents for various situations, including Surety Takeover and/or Completion Agreements, correspondence, reports, and Exposure Analyses. - Collaborate closely with underwriters in assigned regions. - Review and analyze work in p
Job Title: Sr. Managing Counsel, Data & Privacy Job Responsibilities: - Provide comprehensive legal counsel on privacy, AI, and data protection matters, ensuring compliance with global laws and regulations. - Lead a small but dynamic legal team supporting Enterprise Technology clients. - Develop, modernize, and deploy data & privacy compliance strategies and data governance frameworks. - Attend client meetings to identify potential data and privacy issues early and proactiv
Job Title: Lead Attorney, Data & Privacy Job Responsibilities: - Provide comprehensive legal counsel on a wide range of privacy, AI, and data protection matters, ensuring compliance with global laws and regulations. - Attend client meetings to identify potential data and privacy issues early and proactively develop strategies to address potential risks. - Collaborate with legal, policy, and operational teams to create and implement effective risk mitigation approaches. - Lea
Job Title: Associate Staff Attorney Job Responsibilities: - Litigation Execution: Manage all phases of litigation, including discovery, hearings, trials, mediations, and drafting legal documents such as pleadings and motions. Support Senior Trial Counsel and Senior Litigation Counsel in all aspects of case handling through trial, including preparation, management, and assistance at every stage of the litigation process. Appearances before the Workers Compensation Board, con
Senior Tax Manager The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide training in federal income tax. Assist with federal domes
Job Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues in connection with operating partnerships. - Assist with Mergers & Acquisitions (M&A) tax structuring and internal restructuring. - Draft emails and memos to communicate findings and recommendations. - Draft firm-wide alerts on current developments in tax laws and regulations. - Assist with firm-wide trainings to enhance the knowledge a
Job Title: Manager - National Tax Office (. Required) Job Responsibilities: The Manager at the National Tax Office will be responsible for a variety of tasks centered around federal income tax issues. The key responsibilities include: - Conducting research and analysis on various federal income tax matters, including partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other related issues. - Assisting with Mergers & Acq
Job Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for missed elections. - Address collection matters including Installment Agreements, Offers in Compromise, and Collection Due Process Hearings. - Perfor
Job Title: Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Supervise a team, foster strong client relationships, and contribute to the establishment of a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. - Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on clients in the financial s
Job Title: Tax Director - Private Client Services (PCS) Job Responsibilities: - Review tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Oversee and manage the tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants to meet deadlines and prioritize workl
Job Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing client accounts. - Cultivate strategic relationships with senior government leaders, procurement officials, key influencers, strategic partners, and associati
Senior Tax Associate The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide trainings in federal income tax. Assist with Federal do
Job Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and tax return signoff. - Handle client consultations on planning opportunities and changes in tax law. - Engage in new business development through proposals and client meetings. - Develop and maintain relationships with new and existing clients. - Expand services provided to existing clients. - Supervise engagements and special projects for the company. -
Job Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and tax return signoff. - Handle client consultations on planning opportunities and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients and develop relationships with new and existing clients. - Expand services to existing clients. - Supervise engagements and special projects undertaken by the company. -
Job Title: Financial Services Tax Manager Job Responsibilities: - Responsible for managing and coordinating tax compliance and advisory work for clients. - Review Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships on day-to-day tax matters, supporting partners with service execution and development of extended services. - Research and consult on technical matters and special projects. - Proactively build relationships and communi
Job Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the company is responsible for providing legal guidance and strategic support concerning the . employee benefit plans and programs. Key responsibilities include: - Advising the Benefits and other internal teams on the design, administration, and compliance of the company’s . employee benefit plans, such as 401(k) plans, health & welfare plans, fringe benef...
Job Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for the Data Center and Networking legal team at the company is responsible for providing legal support for complex data center power and energy transactions with data center providers. This role involves working closely with company executives to complete agreements between the company and its providers. The Managing Counsel will coordinate the effo...
Job Title: Sr. Managing Counsel, Data & Privacy Job Responsibilities: - Provide comprehensive legal counsel on a wide range of privacy, AI, and data protection matters, ensuring compliance with global laws and regulations. - Lead a small but dynamic legal team supporting Enterprise Technology clients. - Develop, modernize, and deploy data & privacy compliance strategies and data governance frameworks. - Attend client meetings to identify potential data and privacy issues ear
Job Title: Lead Attorney, Data & Privacy Job Responsibilities: - Provide comprehensive legal counsel on a wide range of cutting-edge privacy, AI, and data protection matters, ensuring compliance with global laws and regulations. - Attend client meetings to identify potential data and privacy issues early and proactively develop strategies to address potential risks. - Collaborate with legal, policy, and operational teams to create and implement effective risk mitigation appr
Tier I Deal Strategy Manager The candidate will work closely with Sales to structure transactions and coaching Sales through each step of the internal deal process through deal closure. Approve transactions on behalf of Senior Sales Management based on strategic direction. Provide on-going training for Sales in the areas of internal deal management and company policy. Provide deal strategy, structuring, review and company's business policy advice to sales in a broadly assign
Job Title: Assistant General Counsel - Pharmaceutical Distribution Job Responsibilities: - Provide exceptional legal advice and guidance to the Pharmaceutical Distribution and Specialty Pharmaceutical Distribution segment business clients. - Demonstrate strong business acumen and ability to draft and negotiate contracts. - Handle a fast-paced and high-volume workload. - Identify legal and compliance issues and business risks and escalate them appropriately. - Communicate eff
Salary Information The base pay or salary for this role in Irvine, CA ranges from $170, to $225, per year. Job Title: . Private Bank - Private Banker - Vice President or Executive Director (Irvine, CA) Experience: Six plus years of work experience in Private Banking or Financial Services Salary: $170,, per year (Irvine, CA) Job Description: - Seeking talented individuals to join . Morgan's . Private Bank as Private Ban
Salary and Benefits Base salary range: $170,, Performance-based variable compensation Comprehensive benefits package including medical, dental, and vision coverage 401(k) Savings Plan with company match Pension Plan Employee Stock Purchase Plan Life, Accident, and Disability Insurance Generous vacation and paid time off policies Tuition reimbursement H1: Join Our Team as a Private Banker at . Morgan H2: Private Banker - Vice Preside
Tax / Experienced / Manager Manager, Tax - Research & Development Tax Credit (Korean Speaking) Irvine, CA; Las Vegas, NV; Los Angeles, CA; San Diego, CA; Tempe, AZ 119897 At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with
Tax Manager The candidate provides client service, relationship management, and consulting services. Serves as the tax expert and coordinates all aspects of the tax relationship. Coordinates and plans service delivery to clients, including conducting review meetings. Participates in the creation and development of processes and infrastructure designed to service clients. Analyzes client financial information, assesses needs, and determines advanced strategies necessary to me