Retirement Planning Jobs in Diamond Bar

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Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Expert - TurboTax Store ### Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and engaging with new prospects to convert them into long-term clients. - Lead and participate in local events with TurboTax's support,...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

Posted On Jul 29, 26
Contract, Full-time Experience : Min 3 yrs required

Associate - TurboTax Store The candidate play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. Serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide...

Full-time 1 views Experience : 1-3 yrs required

Title: Attorney Job Responsibilities: - Manage personal injury cases through the pre-litigation phase, providing appropriate support from case managers. - Draft, review, and finalize comprehensive demand packages to effectively communicate the merits of each case. - Analyze medical records, billing documentation, and liability evidence...

Posted On Jul 07, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: - Assist attorneys in discovery and pre-trial matters under attorney supervision - Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision - Prepare cases for court appearances, depositions, and trial, including contacting experts and...

Full-time 82 views Experience : 3-5 yrs required

laws, land use and planning, conflicts of interest, and... other municipal law issues • Representing clients in public meetings and hearings • Providing legal counsel on public safety issues, election law matters, and free speech regulations • Conducting legal research...

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

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

Full-time Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and engaging with new prospects to convert them into long-term clients through proactive outreach. - Lead local events with support from TurboTax, participate...

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

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

Posted On Aug 13, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

Posted On Aug 13, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

Full-time 2 views Experience : 3-5 yrs required

full lifecycle of estate planning matters, including intake, strategy,... legal documents such as wills, revocable living trusts, powers of attorney, advance healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling, beneficiary designations,... and trust funding. - Hand...

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

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

Posted On Jul 29, 26
Full-time 2 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

Posted On Aug 13, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

Full-time 11 views

Title: Associate Attorney-Centralized Document Review Job Responsibilities: - Compliance & Document Review: The Associate Attorney will be responsible for reviewing legal documents such as Validation Notices, Affidavits, Notices of Intent, etc., to ensure they adhere strictly to Federal and State regulatory laws...

Full-time 8 views Experience : 1-7 yrs required

Title: Commercial Associate Attorney - Document Review Job Responsibilities: - Compliance & Document Review: The candidate will be responsible for reviewing legal documents such as Validation Notices, Affidavits, and Notices of Intent to ensure they adhere strictly to Federal and State regulatory...

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

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

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