Financial Institutions Jobs in Anaheim

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United States
Posted On Jun 26, 26
Full-time 5 views Experience : Min 8 yrs required

to completion, which includes gathering assets, coordinating with financial institutions, preparing accountings, and... drafting distribution documents. - Support probate matters by handling petitions, court filings, creditor correspondence, final petitions, and related tasks. - Prepare and review estate planning documents such as trus...

Full-time 1 views Experience : Min 3 yrs required

Title: Tax Controversy Senior Associate - National Tax 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...

Posted On Sep 03, 26
Full-time 1 views Experience : 8-10 yrs required

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 se...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Senior Estate Planning & Trust Administration Paralegal (Department Lead) Job Responsibilities: Department Leadership: - Manage the day-to-day operations of the estate planning and trust administration departments with minimal attorney supervision. - Oversee department workflow, matter status, and deadlines across all active files. - Supervise,...

Posted On Jul 17, 26
Full-time 2 views Experience : 3-5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for various tasks associated with the administration of trusts and estates. Key duties include: - Preparing legal documents and conducting legal research. - Marshalling, organizing, and analyzing...

Posted On Jul 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trust/Estate Administration Paralegal Job Responsibilities: The Trust/Estate Administration Paralegal will be engaged in a variety of tasks essential for the administration of trusts and estates, including those involving complex and high net worth estates as well as probates. The responsibilities include: -...

Full-time 13 views

Job Title: Financial Services Litigation Attorney Job Responsibilities: The... Financial Services Litigation Attorney will... The role involves representing financial institutions in a dynamic,... high-volume environment. Key responsibilities include: - Managing case files and engaging in motion practice. - Participating in courtroom proceedings, depositions, alternative...

Full-time Experience : 3-5 yrs required

Job Title: Consumer Financial Services Regulatory Associate Job Responsibilities: -... consumer protection laws as they apply to credit (primarily non-mortgage) and payment products. - Work with fintechs, card issuers, program managers, and financial institutions. - Engage in regulatory... counseling related to UDAP/UDAAP, credit reporting,...

Full-time 4 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analysis on various litigation matters. - Draft legal documents, including pleadings, motions, and briefs. - Assist with case management and organization. - Prepare for and participate in hearings, depositions, and trials. - Collaborate with attorneys and...

Full-time 2 views

Job Title: Financial Intake Coordinator Job Responsibilities: The Financial... Intake Coordinator is integral... all aspects of the financial intake process for new... and matters in the law firm’s financial system, maintaining high-quality control... standards. - Managing synchronization and ongoing maintenance of data betwe...

Full-time 1 views Experience : Min 5 yrs required

Title: GCSolutions Attorney – Dispute Resolutions Team – California Job Responsibilities: The role of the GCSolutions Attorney in the Dispute Resolutions Team involves providing cost-effective legal services to clients, offering flexible scheduling and the potential for remote work. Attorneys in this position...

Posted On Sep 04, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Legal Assistant - Probate, Trust & Estate Practice Job Responsibilities: - Serve as the primary point of contact for the practice, managing all incoming phone calls with professionalism and discretion. - Build and maintain direct, ongoing relationships with clients, ensuring they feel...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Corporate Governance: Maintain and manage corporate minute books, board resolutions, subsidiary records, and annual reports across multiple jurisdictions. - Compliance & Regulatory Filings: Monitor and ensure compliance with federal, state, and local regulatory requirements, including state annual report...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 8 yrs required

part of the Consumer Financial Services litigation practice group... at the law firm. They are tasked with various responsibilities that support client matters, projects, and attorney teams. Key responsibilities include: - Conducting research using online legal resource platforms such as Westlaw...

Full-time 3 views Experience : Min 5 yrs required

Engineer Job Title: Software Engineer Job Responsibilities: - Design, develop, and maintain web applications, APIs, and backend services utilizing technologies such as C#, , Blazor, React, and TypeScript. - Build and extend solutions within the Microsoft Power Platform ecosystem, including Power Apps, Power Automate,...

Posted On Aug 07, 26
Full-time 4 views Experience : 2-17 yrs required

firm seeks a Consumer Financial Services Career Associate in... in business litigation and a keen interest in consumer financial services cases independently... and oversee case in court and represent clients with team members and manage junior staff....

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