Portfolio Companies Jobs in Rancho Santa Margarita

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United States
Posted On Sep 02, 26
Full-time 2 views

Title: Legal and Compliance Operations Specialist Job Responsibilities: Contract Administration: - Process reviewed and redlined agreements through execution, including finalizing documents, cleaning up tracked changes and comments, converting to final form, applying company e-signature, and routing for countersignature. - Triage incoming contract requests...

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Full-time 3 views Experience : Min 3 yrs required

Title: Counsel Job Responsibilities: - Litigate and manage litigation concerning employment, commercial, premises liability, consumer, and intellectual property disputes. - Draft dispositive motions, lead discovery efforts, and handle court appearances. - Collaborate with outside counsel to develop litigation strategies, review discovery, prepare witnesses for...

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Full-time 5 views Experience : Min 6 yrs required

company, representing a broad portfolio of dental businesses. The... primary responsibilities include: - Partnering with business clients and global in-house legal and compliance teams to provide effective legal support in areas such as contracts, compliance, marketing, and competition. - Supporting cross-functional teams...

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Full-time 2 views Experience : Min 8 yrs required

Title: IP Mergers & Acquisitions Counsel III Job Responsibilities: The IP Mergers & Acquisitions Counsel III at the company will join the IP Mergers & Acquisitions Center of Excellence (IP M&A COE) legal team, which is responsible for setting best practices...

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Posted On Sep 07, 26
Full-time 1 views Experience : 7-7 yrs required

operations by establishing foundational processes, systems, and workflows for patent, trademark, and copyright prosecution and management. - Partner closely with in-house IP counsel to execute company-wide IP portfolio strategy and asset management... aligned with core business objectives. - Manage administrative programs supportin...

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 8 yrs required

Title: Tax Senior Manager - Corporations Job Responsibilities: - Serve as a Career Advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback. This responsibility will take up approximately 10-20% of your time. - Drive growth and profitability...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required

Title: Tax Senior Manager - Corporations - Foreign Direct Investment Job Responsibilities: As a Tax Senior Manager, the role is centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development. The responsibilities include:...

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

Title: Paralegal or Contracting Professional Job Responsibilities: - Provide dedicated support to assigned attorneys (typically 1–2) for asset-level legal matters. - Coordinate the preparation and execution of property-level contracts, non-disclosure agreements (NDAs), and ancillary agreements such as hold harmless agreements, licenses, access agreements,...

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Posted On Sep 30, 26
Full-time

Build and manage a portfolio of client relationships of... varying size and scope and act as the point of contact for internal and external clients. - Guide teams of professionals working on client projects. - Manage risk and f...

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Posted On Sep 01, 26
Full-time 11 views Experience : 8-10 yrs required

individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The Private Banker is responsible for the overall relationship profitability and portfolio risk, focusing on the... profitable growth...

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Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 yrs required

designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring the profitable... growth of the portfolio. - Serve as a segment... or industry specialist, ac...

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Posted On Sep 01, 26
Full-time 8 views Experience : 8-10 yrs required

Title: Private Banker Job Responsibilities: A Private Banker is responsible for developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specified market. The role involves providing integrated financial services advice, which includes banking, credit, asset management, trust...

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Posted On Sep 10, 26
Full-time 9 views Experience : 5-8 yrs required

tax-exempt organizations. - Collaborate as part of a dedicated team of experienced exempt organization professionals. - Build and manage a diverse portfolio of client relationships, acting... as the primary contact for both internal and external clients. - Guide and oversee teams of profession...

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Posted On Sep 22, 26
Full-time 5 views Experience : Min 5 yrs required

with delivering and managing tax compliance and consulting work for clients. Key responsibilities include: - Analyzing a portfolio of complex tax operations... to provide business insights. - Identifying opportunities and risks and communicating them to clients. - Staying informed about current market trends...

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Posted On Jul 08, 26
Full-time Experience : 10-10 yrs required

and families within a specific market. The Team Lead Private Banker provides integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The position involves managing overall relationship profitability and portfolio risk, with a responsibilit......

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Posted On Sep 10, 26
Full-time 2 views Experience : Min 5 yrs required

5500s for a diverse portfolio of employee benefit plans... and direct filing entities. Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code. Deliver on...

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Full-time 1 views Experience : 5-9 yrs required

challenges of tomorrow. The company strives to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology, and neuroscience, as well as products and services in their Aesthetics portfolio. Job Title Senior Counsel, Global Alliances... Legal Job Responsibilities T...

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

relationships while overseeing a portfolio of large clients, acting... as the primary point of contact for both internal and external clients. - Manage senior-level relationships with large clients, providing tactical advice and maintaining a high level of responsibility for service...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required

day-to-day management of client portfolio. - Take responsibility for... overall engagement planning and job administration. - Keep management informed on the progress of important engagement and client relationship issues. - Audit basic-to-complex tax provisions; perform thorough review of working papers...

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Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required

diverse range of clients from Fortune 100 companies to emerging businesses. -... Collaborate with accounting for income taxes (ASC 740) and manage tax provision calculations. - Work as part of a multi-disciplinary team, providing industry knowledge and experiences, advising clients...

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