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Financial Institutions Jobs in San Dimas

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  5. Financial Institutions

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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...

Posted On Sep 11, 26
Full-time 2 views
Practice Area:
Administrative Law
Job Tags:
appeals class action construction contracts Employee Discipline finance Government Insurance Litigation partnerships social security Transportation
Practice Area:
Administrative Law
Job Tags:
appeals class action construction contracts Employee Discipline finance Government Insurance Litigation partnerships social security Transportation

Title: Attorney III Job Responsibilities: The Attorney III operates under the direction of an Assistant Chief Counsel within the Office of Legal Affairs (OLA) of the California Department of Corrections and Rehabilitation (CDCR). The primary responsibilities include: - Providing legal advice to CDCR...

Posted On Sep 03, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - Controversy and Dispute Resolution
Job Tags:
agreements appeals family Financial Institutions Government Taxation

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
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

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 Sep 03, 26
Full-time 11 views Experience : 5-7 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Title: Tax Controversy Manager (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...

Posted On Jun 26, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills

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...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills

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,...

Litigation Attorney

Recruiter • **Members Only** Ontario, CA

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Posted On Aug 06, 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

related to mortgage banking, financial institutions, real estate, and... foreclosure law. The position offers a hybrid work environment, allowing for a flexible balance between in-office and remote essential legal documents, including pleadings, legal briefs, motions, appeals, and contracts for...

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