Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) within the Department of Justice's Division of Medi-Cal Fraud and Elder Abuse (DMFEA) focuses on protecting the elder and vulnerable adult population from abuse and neglect. The attorney is...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: The Elder Abuse Attorney (Civil Litigation) serves within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary responsibilities include: - Representing the People of...
Title: Legal Assistant/Paralegal Estate Planning Job Responsibilities: - Assist attorneys with their daily activities, providing comprehensive support to ensure efficient workflow. - Conduct thorough research to support estate planning processes and legal decision-making. - Assist with the drafting and reviewing of estate planning documents,...
Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities:... for sophisticated tax and wealth planning solutions. - Convert qualified... leads generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: - Represent the People of the State of California in civil litigation phases, from investigation through trial and appeal. - Manage own caseload and develop case strategies in collaboration with the Facilities Enforcement Team (FET)...
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs. - Identify and recommend appropriate strategies to meet clients' objectives, including advising on the suitable type of trusts. - Draft estate planning documents, such as...
Part Time) Job Responsibilities: - Project Management: - Support and attend... regular probate workshops, including those focused on clearing probate notes, limited conservatorships, and estate planning. - Coordinate volunteers for pro bono workshop participation. - Ensure appropriate workshop staffing. - Manage relationships...
or Part Time) Job Responsibilities: Project Management: - Support and attend regular... probate workshops, including those focused on clearing probate notes, limited conservatorships, and estate planning. - Coordinate volunteers for pro bono workshop participation. - Ensure appropriate workshop staffing. - Manage relationships with community-based partners and...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Associate Attorney, Trust & Estate Administration The candidate' will take a focused approach in delivering high-quality client service via effective case management a...
Job Title Asset & Wealth Management Tax Manager Job Responsibilities... of an Asset & Wealth Management Tax Manager at... the company involves a variety of responsibilities designed to provide strategic tax services to clients. Key responsibilities include: - Supervising and developing...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within Corporate Tax services, the key responsibilities include: - Advising clients on local and overseas tax affairs and acting...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Join... the Private Wealth/High Net Worth team at... the company to deliver tax and business advisory services and tax compliance to small business clients. - Work directly with firm leadership to serve clients and...
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:...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. This role...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. Generate business results and...
Title: Summer Analyst - Wealth Management - Salary Range:... Job Category: Asset & Wealth Management - Locations: Los... United States - Department: Wealth Management About the... Program: - Nine to ten week summer internship for students pursuing a bachelor's...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: As a Manager in the Asset & Wealth Management Regulated Investment Company... (RIC) division, you will be responsible for providing tax services within the Financial Services Tax...
Job Title Asset & Wealth Management Tax Manager Job... Responsibilities - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams, ensuring successful planning, budgeting, and execution of projects. - Independently solve and...
Job Title Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes - Innovate and refine processes to enhance efficiency and effectiveness - Maintain exceptional standards of...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Senior Manager, the primary responsibilities include advising clients on their tax obligations, both locally and internationally, while managing...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations. - Oversee multiple projects while ensuring exceptional delivery standards. - Build and maintain executive-level client...
Seeks West Coast Private Wealth Planning Paralegal Primary... Responsibilities: - Prepare gift and estate tax returns - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem administration...
Title: Trust and Estates Paralegal Job Responsibilities: As a Trust and Estates Paralegal at the law firm, you will support attorneys in various aspects of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) is a key member of the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. The role involves a comprehensive range of estate administration activities, providing critical...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role is integral to the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys...
matters. This role involves providing assistance to the firm's attorneys and senior paralegals in various tasks related to estate administration, trust funding, and client case management. Key responsibilities include: - Preparing... and assisting with the preparation of Gift Tax Returns, Estate...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at law firm is tasked with a comprehensive range of estate administration duties. Key responsibilities include: - Assisting attorneys in the administration of estates and the funding...
Job Title: Private Wealth Associate Job Responsibilities: The Private... Wealth Associate will be responsible... related to tax and wealth planning for high-net-worth clients.... will be expected to manage complex transactions and provide guidance on various aspects of wealth management, including e...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal at the law firm will play a critical role in supporting attorneys within the Tax/Employee Benefits/Trusts & Estates department. Key responsibilities include: - Engaging with clients, trustees, and family members to...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal at the law firm will be responsible for supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department across various tasks related to estate planning and trust administration. Key responsibilities include: -...
and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the creation and management of irrevocable trusts. - Build... and maintain strong client relationships, demonstrating the ability to lead in-person meetings with clients. - Collaborate within a team en...
OverviewA law firm seeks an Estate Planning Attorney in California. The ideal candidate is experienced, empathetic, organized, and detail-oriented, ready to contribute positively to the firm's culture. The firm focuses on estate planning, trust administration, and probate, leveraging technology to...