Estate Planning Jobs in Camarillo

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United States
Posted On Jul 23, 26
Full-time 1 views Experience : Min 1 yrs required

law firm focused on estate planning, probate, and conservatorship.... We pride ourselves on providing top-notch legal services with compassion and expertise. Our team is growing, and we are seeking a highly skilled Probate Paralegal with 1 or more years of...

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Posted On Sep 08, 26
Full-time 20 views Experience : Min 5 yrs required

/ Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for... advisory, and business management firm, is seeking a Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,... CA. The group specializ...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-3 yrs required

probate, conservatorship, trust, and estate matters. Key duties include: -... Drafting and preparing legal documents pertinent to probate, trusts, and estates. - Maintaining deadlines and court calendars to ensure all legal processes are timely. - Preparing notices of hearing and rulings and man...

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Posted On Sep 08, 26
Full-time 23 views Experience : Min 5 yrs required

Title: Tax Manager / Senior Manager - High Net Worth Individuals Location: Westlake Village, CA Employment Type: Full-time Work Arrangement: Hybrid Come for the Challenge. Stay for the Experience. Company Overview: HCVT is a leading professional services firm...

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Posted On Sep 14, 26
Full-time 23 views Experience : Min 6 yrs required

Title: 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 acquire...

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Posted On Sep 20, 26
Full-time Experience : Min 6 yrs required

Title: USPB - VP, SC Banker 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 acquire new assets, both...

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Posted On Sep 02, 26
Full-time 7 views Experience : 2-2 yrs required

information, and form completion support to self-represented litigants in various civil and probate legal matters. The attorney plays a crucial role in the development, planning, implementation, and administration of... programs aimed at assisting self-represented litigants. The attorney also aids the...

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Part-time 20 views Experience : 2-5 yrs required

Title: Probate/Trust Administration Attorney Job Responsibilities: - Service probate and trust administration clients virtually within California. - Meet with potential clients using established processes. - Manage probate and trust administration cases from inception to completion. - Conduct legal research and make court appearances as necessary. -...

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Full-time 1 views

Responsibilities: - Engage in sophisticated estate planning, including developing and... effectively. - Handle trust and estate administration, ensuring compliance with... relevant laws and regulations. - Advise clients on wealth transfer matters, providing legal guidance tailored to individual needs and circumstances. - Collaborate with clients...

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Posted On Aug 02, 26
Full-time 1 views Experience : Min 3 yrs required

Title Paralegal Job Summary We are seeking a highly organized and detail-oriented Paralegal to join our dynamic legal team at a law firm. In this role, you will provide essential support legal practice areas, including estate planning, probate law, family......

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Posted On Sep 15, 26
Full-time Experience : Min 8 yrs required

family offices, and their private businesses or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including... federal,...

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Posted On Aug 08, 26
Full-time 371 views Experience : 3-20 yrs required

Ventura office of a BCG Attorney Search Top Ranked Law Firm seeks estate planning partner with 5+... years of planning and probate experience. The... candidate should preferably have an LL.M. degree or CPA....

Posted On Aug 08, 26
Full-time 61 views Experience : 9-20 yrs required

The ideal candidate will handle client meetings, prepare basic estate planning documents, and implement... sophisticated wealth transfer strategies. Proficiency in computer skills, practice management, and strong business development skills are Details:Conduct client meetings and assess their estate planning ...

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