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Retirement Planning Jobs in Baytown

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United States
Posted On Jul 31, 26
Full-time 1 views
Job Tags:
civil litigation criminal Estate Planning Family Law Guardianship health insurance Insurance Litigation Mediation personal injury pleadings Probate Transportation
Job Tags:
civil litigation criminal Estate Planning Family Law Guardianship health insurance Insurance Litigation Mediation personal injury pleadings Probate Transportation

areas, including probate, estate planning, real estate, civil litigation,... and others. This involves preparing pleadings, probate documents, estate-planning instruments, real-estate documents, and correspondence. Lead discovery coordination, which includes the collection, review, production, and responses. Lead preparation for trials, hearings, court,...

Posted On Aug 23, 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

connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give... hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e...

Posted On Sep 14, 26
Full-time 35 views Experience : 7-18 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...

Posted On Aug 17, 26
Full-time 3 views
Practice Area:
Environmental Law - Litigation - Defense Family Law - General Intellectual Property - Patent General Litigation - Securities Litigation - Defense Estate & Tax Planning
Job Tags:
Case Law contracts depositions Environmental Law Estate Planning Family Law health insurance Insurance Litigation Patent pleadings
Practice Area:
Environmental Law - Litigation - Defense Family Law - General Intellectual Property - Patent General Litigation - Securities Litigation - Defense Estate & Tax Planning
Job Tags:
Case Law contracts depositions Environmental Law Estate Planning Family Law health insurance Insurance Litigation Patent pleadings

Title: Trial Attorney Job Responsibilities: - Lead and manage complex litigation cases across multiple practice areas. - Draft and review legal documents such as pleadings, motions, briefs, contracts, and discovery materials with precision and clarity. - Negotiate settlements and alternative dispute resolutions that align...

Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
depositions Estate Planning fiduciary duty Guardianship Insurance Litigation marketing pleadings Practice of Law Probate probate litigation trials
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
depositions Estate Planning fiduciary duty Guardianship Insurance Litigation marketing pleadings Practice of Law Probate probate litigation trials

Litigation Attorney Job Title: Probate Litigation Attorney Job Responsibilities: - Case Leadership: Drive high-stakes litigation from intake to final decree/judgment, including contested divorces, complex SAPCR cases, and protective orders. - EPG Litigation & Drafting: Lead probate litigation matters such as contested guardianships, will contests, trust...

Posted On Sep 16, 26
Full-time 2 views Experience : 10-15 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking Banking Law banking laws commercial real estate consumer protection ERISA Estate Planning family fiduciary fiduciary litigation investment management Litigation Partnership Privacy Probate Securities Taxation wealth management Wills
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking Banking Law banking laws commercial real estate consumer protection ERISA Estate Planning family fiduciary fiduciary litigation investment management Litigation Partnership Privacy Probate Securities Taxation wealth management Wills

Title: Associate General Counsel, Fiduciary Services Job Responsibilities: The Associate General Counsel, Fiduciary Services serves as the principal legal advisor to the company's Trust Department. This role involves providing strategic legal guidance on fiduciary matters, personal and institutional trust and estate...

Posted On Sep 07, 26
Full-time 41 views
Job Tags:
banking child equity family finance financial products higher education mother spectrum
Job Tags:
banking child equity family finance financial products higher education mother spectrum

friendly job title: FICC and Equities Sales and Trading Summer Analyst at Global Banking & Markets in Houston, Texas H1: Summer Analyst Program at Global Banking & Markets in Houston, Texas H2: About the Program The Summer Analyst Program at Global Banking &...

Posted On Sep 24, 26
Full-time 13 views Experience : Min 15 yrs required
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software

Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, the primary responsibilities include: - Selling, leading, and delivering large client engagements while serving as a strategic advisor to clients in...

Posted On Sep 15, 26
Full-time 8 views
Job Tags:
agreements Corporate Taxation directors marketing partnerships Software Taxation
Job Tags:
agreements Corporate Taxation directors marketing partnerships Software Taxation

Title: Tax Experienced Manager, State and Local Tax Job Responsibilities: A Tax Experienced Manager, State and Local Tax is tasked with advising clients on the tax implications of their business objectives and recommending alternative courses of action. They identify various methods of...

Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

wealth transfer, charitable and retirement planning, and tax compliance. -... Manage and oversee the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate taxation. This responsibility includes planning and executing client tax... engagements. - Collaborate with specialists regarding state a...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

wealth transfer, charitable and retirement planning, and tax compliance.... The role involves leading engagement teams focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax... en...

Posted On Sep 23, 26
Full-time Experience : Min 7 yrs required
Job Tags:
acquisitions agreements due diligence emerging technologies Energy family Financial Institutions Fringe Benefits M&A mergers reorganization Taxation
Job Tags:
acquisitions agreements due diligence emerging technologies Energy family Financial Institutions Fringe Benefits M&A mergers reorganization Taxation

tax concepts and effectively apply that tax knowledge to client situations. - Develop and deliver quality tax planning approaches with timely and... responsive services and work product that meets and/or exceeds expectations. - Perform due diligence including review of tax returns, financial...

Posted On Aug 19, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Personal Injury Defense Insurance Defense - General
Job Tags:
depositions family Insurance insurance defense Litigation Mediation performer Software Transportation trials
Practice Area:
Personal Injury Defense Insurance Defense - General
Job Tags:
depositions family Insurance insurance defense Litigation Mediation performer Software Transportation trials

Title: Trial Attorney Job Responsibilities: - Handle litigation and other legal assignments in accordance with guidelines established by the Law Department. - Prepare and summarize reports for proceedings. - Develop trial strategies and case development. - Attend litigation events including trials, mediations, depositions, and hearings. -...

Posted On Aug 24, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
domestic partner due diligence Energy Insurance renewals title
Job Tags:
domestic partner due diligence Energy Insurance renewals title

Land Analyst II, III, Sr Job Responsibilities: As a Land Analyst Sr. at the law firm, you will play a crucial role in ensuring the integrity and management of land records and data. This position is considered a specialist role within the...

Posted On Sep 10, 26
Full-time 2 views
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
Corporate Law depositions family Insurance insurance defense Litigation performer personal injury pleadings Software
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
Corporate Law depositions family Insurance insurance defense Litigation performer personal injury pleadings Software

Title: Legal Secretary Job Responsibilities: - Scheduling and confirming appointments, depositions, and mediations - Managing calendars and emails for multiple attorneys - Drafting pleadings and routine legal correspondence - Electronic filing with the courts - Pulling signed orders - Communicating with clients - Interacting with clients, courts, and...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Litigation - Medical Malpractice Litigation - General (consumer) Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Litigation - Health Care - Defense Insurance Defense - General Personal Injury Defense
Job Tags:
evidence health insurance Insurance Litigation
Practice Area:
Litigation - Medical Malpractice Litigation - General (consumer) Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Litigation - Health Care - Defense Insurance Defense - General Personal Injury Defense
Job Tags:
evidence health insurance Insurance Litigation

Title: Paralegal Job Responsibilities: The paralegal will support the DBA team by undertaking a variety of tasks that require a high level of professionalism, organization, and reliability. Key responsibilities include: - Obtaining, reviewing, and analyzing documents or any other relevant information to support...

Posted On Sep 10, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General

strong courtroom presence and expertise in probate, estate planning, and guardianship matters. The... position offers the opportunity to lead significant cases with comprehensive support from the firm's administrative and marketing high-stakes litigation from intake to final judgment, including conteste...

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