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Retirement Planning Jobs in Rancho Palos Verdes

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United States
Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

integral to the estate planning review process at the... include: - Reviewing estate planning documents submitted by advisors... to ensure completeness, organization, and inclusion of current governing documents. - Analyzing estate planning and trust administration documents... to identify outdated, missing, incomplete,...

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Posted On Jul 21, 26
Full-time Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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...

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Posted On Aug 13, 26
Contract, Full-time Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

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...

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Posted On Jun 28, 26
Full-time 6 views Experience : 1-5 yrs required
Practice Area:
Probate
Job Tags:
civil litigation Estate Planning family health insurance Insurance Litigation pleadings Probate
Practice Area:
Probate
Job Tags:
civil litigation Estate Planning family health insurance Insurance Litigation pleadings Probate

Title: Paralegal - Litigation Job Responsibilities: The Litigation Paralegal at the law firm will engage in a variety of responsibilities aimed at supporting attorneys and clients in civil litigation matters. Key duties include: - Communicating effectively with clients, trustees,...

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Posted On Jul 20, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Criminal Law - Defense
Job Tags:
Case Law Construction Accidents evidence family Government Insurance Litigation personal injury title Transportation
Practice Area:
Criminal Law - Defense
Job Tags:
Case Law Construction Accidents evidence family Government Insurance Litigation personal injury title Transportation

Title: Case Management Attorney Job Responsibilities: The Case Management Attorney at the law firm is tasked with several critical responsibilities aimed at managing high-value injury cases effectively. The core duties include: - Reviewing and evaluating liability, insurance availability, and treatment plans for the...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with the support of...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

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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Posted On Aug 13, 26
Contract, Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

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...

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Posted On Aug 02, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Litigation - General (consumer) Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review
Job Tags:
depositions Insurance insurance defense pleadings
Practice Area:
Litigation - General (consumer) Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review
Job Tags:
depositions Insurance insurance defense pleadings

attorneys in their daily functions. Key responsibilities include: - Managing electronic filing (e-filing) in both California State and Federal courts. - Familiarity with civil and arbitration procedures and filings is essential. - Maintaining attorneys' calendars by planning and scheduling various professional... activities su...

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Posted On Jun 24, 26
Full-time 2 views Experience : Min 1 yrs required
Job Tags:
Estate Planning estates health benefits health insurance Insurance Litigation Probate Retirement Planning trusts
Job Tags:
Estate Planning estates health benefits health insurance Insurance Litigation Probate Retirement Planning trusts

and route phone calls with a high level of professionalism. - Manage front desk operations and ensure the reception area is presentable. - Interface with clients, addressing their legal and financial concerns. - Attend estate planning seminars. Administrative & Legal Support -... Manage calendars f...

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Posted On Jun 24, 26
Full-time 2 views
Job Tags:
Estate Planning estates health benefits health insurance Insurance Litigation Probate Retirement Planning trusts
Job Tags:
Estate Planning estates health benefits health insurance Insurance Litigation Probate Retirement Planning trusts

route phone calls with a high level of professionalism. - Manage front desk operations and ensure the reception area is presentable. - Interface with clients, addressing their legal and financial concerns. - Attend estate planning seminars. Administrative & Legal Support -... Manage attorney and financ...

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Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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....

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Posted On Jul 29, 26
Full-time Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

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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Posted On Jul 30, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - General
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation
Practice Area:
Tax - General
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by enthusiastically representing 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...

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Posted On Aug 31, 26
Full-time 5 views Experience : 4-6 yrs required
Job Tags:
Computer Science
Job Tags:
Computer Science

Title: Spend Management, Program Manager Job Responsibilities: - Serve as the primary interface between the Spend Operations group and the Legal and Global Security Operations (LGS) practice areas in the matter management and billing domain. - Act as a critical bridge between business...

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Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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....

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Posted On Jul 21, 26
Full-time Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

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...

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Posted On Jul 29, 26
Full-time Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

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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Posted On Jul 08, 26
Full-time 22 views Experience : Min 8 yrs required
Job Tags:
banking Capital Markets child Insurance Investment Banking Life Science life sciences Litigation M&A performer private equity regulatory compliance
Job Tags:
banking Capital Markets child Insurance Investment Banking Life Science life sciences Litigation M&A performer private equity regulatory compliance

Title: Sr. Manager, Strategic Account Program Job Responsibilities: - Partner with Strategic Relationship Leads and client team leaders to develop and execute strategic account plans, including business development initiatives, client engagement strategies, events, and relationship management efforts. - Enable growth by designing and...

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Posted On Jul 07, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
child document review electronic discovery Insurance life sciences Litigation private equity regulatory compliance Software
Job Tags:
child document review electronic discovery Insurance life sciences Litigation private equity regulatory compliance Software

Title: eDiscovery Project Manager (Relativity certification required) Job Responsibilities: The eDiscovery Project Manager plays a crucial role in managing the eDiscovery process for litigation matters within the law firm. The individual will be responsible for overseeing various aspects of the eDiscovery process,...

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