Private Client Jobs in Rancho Cucamonga

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United States
Full-time 14 views Experience : 1-3 yrs required

Title: Workers’ Compensation Attorney Job Responsibilities: The Workers’ Compensation Attorney will be responsible for managing various aspects of a significant caseload within the Workers’ Compensation department. Key responsibilities include: - Communicating promptly and effectively with clients. - Drafting letters to clients and opposing counsel. -...

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Posted On Aug 27, 26
Full-time 1 views Experience : 12-18 yrs required

Job Title: Private Client Advisor II Job Responsibilities: -... Lead the Client Management Process to identify... new clients and deepen client relationships to achieve business... growth. - Deliver a Branded Client Experience by providing access... the full array of Private Bank and bank capabilities... client...

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Full-time 4 views Experience : Min 1 yrs required

the employment, personal injury, and general liability groups. The role involves handling a wide spectrum of issues for domestic and international insurance carriers and large private clients. Key responsibilities include: -... Participating in all phases of litigation, from rapid response investigation...

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Full-time 2 views Experience : Min 1 yrs required

rapid response investigations following catastrophic losses, conducting case evaluations and reporting, managing discovery and depositions, and participating in trial presentations. - The role emphasizes strategic thinking to meet client objectives, requiring the associate... to work on a wide spectrum of m...

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Full-time 2 views Experience : Min 1 yrs required

case evaluation and reporting, discovery and depositions, and trial presentation. - Emphasize strategic thinking to meet client objectives. - Handle a wide... spectrum of matters as the 'go to' litigation firm for domestic and international insurance carriers and large private clients. - Collab...

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Posted On Sep 08, 26
Full-time 64 views Experience : Min 4 yrs required

Title: Paralegal Job Responsibilities: Under general supervision, the Paralegal performs a wide range of complex paralegal duties, organizational support functions, and prepares legal documents in support of the Agency's General Counsel. Responsibilities include conducting extensive legal research and writing, analyzing statutes and...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, representing the brand locally and engaging with new prospects. - Nurture leads and convert prospects into long-term clients through proactive outreach and participation in local marketing...

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Full-time 1 views Experience : Min 7 yrs required

Title Senior Estate Planning Attorney Job Responsibilities - Design, draft, and implement advanced estate plans for ultra-high-net-worth individuals and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access trusts (SLATs), charitable remainder unitrusts (CRUTs), intentionally defective grantor trusts...

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

Tax Senior Manager - Private Client Services Job Responsibilities:... team and foster strong client relationships, contributing to the... environment that values exceptional client service and tax expertise.... - Oversee tax planning and compliance functions for ultra-high net worth individuals and...

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Posted On Sep 03, 26
Full-time 2 views Experience : 2-15 yrs required

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements throughout the engagement life cycle. - Provide partner-level review, oversight,...

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Posted On Sep 03, 26
Full-time 2 views Experience : 8-8 yrs required

analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust... & Estate groups on cross-border matters for individuals and families with global holdings and activities. -...

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Posted On Jul 27, 26
Full-time 35 views Experience : 1-10 yrs required

law firm seeks a qualified and dedicated CEQA Associate Attorney to join their environmental law practice in Ontario, CA. The ideal candidate will have at least 2-5 years of experience in California Environmental Quality Act (CEQA) matters, including both transactional...

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