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Finance Jobs in Upland

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United States
Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized...

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Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

Title: Mid-Level Trusts and Estates Attorney Job Responsibilities: Legal Work & Case Management: - Own the full lifecycle of estate planning matters, including intake, strategy, drafting, execution, and follow-up. - Prepare and review legal documents such as wills, revocable living trusts, powers of attorney,...

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Posted On Jun 30, 26
Full-time 16 views Experience : 8-8 yrs required
Practice Area:
Litigation - Financial Services - Defense Litigation - Real Estate - Defense Litigation - Foreclosure (Lender-side)
Job Tags:
appeals appellate banking contracts depositions Financial Institutions Insurance Litigation pleadings Real Estate Law real estate litigation
Practice Area:
Litigation - Financial Services - Defense Litigation - Real Estate - Defense Litigation - Foreclosure (Lender-side)
Job Tags:
appeals appellate banking contracts depositions Financial Institutions Insurance Litigation pleadings Real Estate Law real estate litigation

Title: Litigation Attorney Job Responsibilities: - Prepare essential legal documents, including pleadings, legal briefs, motions, appeals, contracts, and other documentation for litigation in various California courts, including District, County, Appellate, and Federal District Courts. - Manage financial services, mortgage, and real estate litigation...

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Posted On Sep 23, 26
Full-time Experience : Min 1 yrs required
Job Tags:
depositions Insurance Media pleadings
Job Tags:
depositions Insurance Media pleadings

Title: Administrative Clerk Job Responsibilities: - Assist with document management, file organization, and electronic filing, including document and media downloads/uploads. - Support trial preparation by creating trial binders, making copies, and other related tasks. - Provide daily administrative assistance to attorneys and staff. - Greet...

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Posted On Sep 21, 26
Full-time 72 views Experience : 3-5 yrs required
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
election law Free Speech Land Use municipal law ordinances
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
election law Free Speech Land Use municipal law ordinances

Law Associate Job Title Municipal Law Associate Job Responsibilities - Drafting ordinances and resolutions for municipal clients. - Handling legal matters related to open meeting laws, ensuring compliance and proper conduct during public meetings. - Advising on land use and planning issues,...

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Posted On Jul 07, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Personal Injury Defense Insurance Defense - General
Job Tags:
civil litigation criminal depositions family Insurance insurance defense licensing Litigation performer personal injury pleadings Software
Practice Area:
Personal Injury Defense Insurance Defense - General
Job Tags:
civil litigation criminal depositions family Insurance insurance defense licensing Litigation performer personal injury pleadings Software

Title: Paralegal Job Responsibilities: - Assist attorneys in discovery and pre-trial matters under attorney supervision - Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision - Prepare cases for court appearances, depositions, and trial, including contacting experts and...

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Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. -...

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Posted On Jul 28, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family Partnership Taxation
Job Tags:
family Partnership Taxation

Title: Tax Principal or Signing Director Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. - Mentor the team to understand and assist clients by developing a deep understanding of their businesses....

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

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Posted On Jul 30, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - General Tax - Federal
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation
Practice Area:
Tax - General Tax - Federal
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and engaging with new prospects to convert them into long-term clients through proactive outreach. - Lead local events with support from TurboTax, participate...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes, covering areas such as overall methods, revenue and expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written...

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Posted On Aug 21, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Manager/Director - R&D Tax Credits Job Responsibilities: - Manage research and development (R&D) tax credit studies, which involves conducting client interviews, reviewing client data, developing client and industry-specific tools and templates, and preparing technical reports. - Assist other R&D Project Managers with...

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Posted On Sep 14, 26
Full-time 1 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders

Title: Private Client Advisor II Job Responsibilities: - Lead the Client Management Process to identify new business development opportunities. - Acquire new clients and deepen client relationships to achieve business development goals. - Build and maintain an internal and external network to support business...

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Posted On Sep 16, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Case Law Child Custody Child Support divorce Family Law property division Software Spousal Support trials
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Case Law Child Custody Child Support divorce Family Law property division Software Spousal Support trials

the Role Law firm is seeking an experienced and detail-oriented Family Law Paralegal to support our attorneys in all aspects of family law matters, including divorce, child custody, child support, spousal support, and property division cases. The ideal candidate is organized,...

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Contract Law Corporate - Compliance Corporate - General Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements board of directors brokers bylaws construction contracts equity family Financial Institutions Insurance lending marketing Property Management regulatory compliance Women
Practice Area:
Corporate - Contract Law Corporate - Compliance Corporate - General Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements board of directors brokers bylaws construction contracts equity family Financial Institutions Insurance lending marketing Property Management regulatory compliance Women

Title: Vice President, Associate General Counsel Job Responsibilities: - Deliver a broad range of general and credit union-specific legal services in support of the organization's overall business plan and strategic direction. - Provide timely and accurate legal guidance and expertise to...

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Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

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Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

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Litigation Attorney

Recruiter • **Members Only** Ontario, CA

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Posted On Aug 09, 26
Full-time 9 views Experience : 4-20 yrs required
Practice Area:
Litigation - Financial Services - Defense Litigation - Foreclosure (Lender-side) Litigation - Real Estate - Defense
Practice Area:
Litigation - Financial Services - Defense Litigation - Foreclosure (Lender-side) Litigation - Real Estate - Defense

OverviewA law firm seeks a litigation attorney in Ontario, California. This role involves managing complex litigation matters related to mortgage banking, financial institutions, real estate, and foreclosure law. The position offers a hybrid work environment, allowing for a flexible balance...

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