Retirement Planning Jobs in Los Angeles

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United States
Posted On Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required

Job Title Estate Planning/Probate Paralegal Job Responsibilities The Estate Planning/Probate... Paralegal will play a... Assisting attorneys with estate planning, trust, and probate issues. -... Conducting basic legal research under appropriate attorney supervision. - Managing client intakes and facilitating communication between attorneys and clients. - Engaging with...

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Full-time 9 views Experience : Min 2 yrs required

Job Type Full-time, Temporary Job Title Estate Planning Attorney Job Responsibilities The role of... the Estate Planning Attorney at the organization... effective estate plans tailored to their needs. The key responsibilities include: - Collaborating with clients to understand their estate planning goals and objectives. - Conducting... thoroug...

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Full-time 9 views Experience : 2-4 yrs required

Title: Associate - Executive Compensation & Employee Benefits Job Responsibilities: The associate will join the Executive Compensation and Employee Benefits Group, working closely with shareholders and engaging in business development and client-facing activities. Responsibilities include: - Participating in a multidisciplinary practice focused...

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Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required

Director, Office of Gift Planning Job Responsibilities: Gift Planning Fundraising and... professional in charitable gift planning, working with prospects and... real estate, business interests, retirement accounts, donor-advised funds, life... insurance policies, etc. - Develop, create, write, implement, and evaluate individualized solicitation plans and...

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Posted On Jun 05, 26
Full-time 10 views Experience : Min 5 yrs required

the Trusts & Estates team. Key responsibilities include: - Assisting clients with estate planning, trust administration, and related... transactions. - Drafting estate planning and trust funding documents. -... Preparing real estate transfer documents. - Assisting with probate and trust litigation pleadings. - Preparing estate...

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Posted On Jun 05, 26
Full-time 9 views Experience : Min 5 yrs required

attorney, and other estate planning legal documents. - Handle high... volume scheduling duties, calendar meetings on Outlook, and schedule appointments both in-person and on Zoom. - Prepare quarterly tax payments on multiple trust accounts. - Prepare property tax payments and insurance renewals for...

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Posted On Aug 24, 26
Full-time 4 views Experience : Min 5 yrs required

Title: Paralegal – Trust & Estate Job Responsibilities: - Coordinate probate court filings and recordings, including research and familiarity with local rules. - Assist in Estate and Trust litigation matters, including document management and preparing pleadings for filing and service, including Exhibits. - Assist...

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Posted On Jul 07, 26
Full-time 4 views Experience : 3-5 yrs required

and participate in strategy planning. - Provide statistical reporting... for weekly hiring partner meetings. - Summer Program: - Oversee Santa Monica and Los Angeles summer programs. - Plan events and allocate work assignments. - Coordinate work evaluations and process final reviews....

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Posted On Aug 27, 26
Full-time 3 views

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 concerning their business objectives, recommending alternative courses of action, and identifying various methods to comply...

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Full-time 5 views Experience : Min 5 yrs required

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: Nonprofit Tax Advisory & Compliance - Provide advisory services to nonprofit and tax-exempt clients regarding §501(c) status and ensure ongoing compliance. - Offer guidance on IRS filings, including Form 1023 and Form 990. - Counsel...

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Full-time Experience : 1-5 yrs required

Title: Litigation (Associate) Attorney Job Responsibilities: - Manage a pre-litigation caseload from intake through resolution, ensuring a comprehensive approach to each case. - Monitor and manage statutes of limitations and critical legal deadlines to safeguard client interests. - Evaluate liability, damages, and overall case...

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Posted On Jul 27, 26
Full-time 42 views Experience : 1-10 yrs required

seeking a dedicated Estate Planning Associate Attorney with 1-5... of experience in estate planning, trust administration, probate, or... real estate matters. This position requires bilingual fluency in English and Spanish to effectively communicate with a diverse client base. The role...

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