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Retirement Planning Jobs in Rancho Santa Margarita

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  3. California
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United States
Posted On Aug 24, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Estate Planning Attorney Job Responsibilities: - Engage directly... and needs in estate planning. - Develop and recommend comprehensive... estate planning strategies tailored to individual... documents related to estate planning, ensuring accuracy and compliance... through the decision-making process regarding estate planning, help...

Posted On Sep 17, 26
Full-time 3 views Experience : Max 6 yrs required
Practice Area:
Litigation - General (consumer) Litigation - Commercial
Job Tags:
construction depositions Environmental Litigation family general liability Insurance Litigation Paternity Premises Liability product liability professional liability Profit Sharing toxic tort Transportation
Practice Area:
Litigation - General (consumer) Litigation - Commercial
Job Tags:
construction depositions Environmental Litigation family general liability Insurance Litigation Paternity Premises Liability product liability professional liability Profit Sharing toxic tort Transportation

case strategy alongside partners, including discovery planning, records analysis, client interviews,... and witness preparation - Work directly with nationally recognized trial lawyers to prepare cases for trial - Handle research and briefing in complex litigation Education and Experience Information: - Must possess a C...

Posted On Jul 23, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance trusts

signing ceremonies. - Notarize estate planning documents as a commissioned... California notary. - Record and file deeds with the appropriate county offices. - Draft and send professional client communications, including follow-up correspondence. - Scan, organize, and maintain client document files. - Manage client lists and...

Posted On Sep 29, 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...

Posted On Sep 29, 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...

Posted On Sep 29, 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...

Posted On Aug 17, 26
Full-time 1 views
Practice Area:
Litigation - Real Estate - Defense
Job Tags:
community associations condominium health insurance HOA Insurance Litigation
Practice Area:
Litigation - Real Estate - Defense
Job Tags:
community associations condominium health insurance HOA Insurance Litigation

Title: Attorney Job Responsibilities: - Serve as a corporate and litigation counsel to homeowners associations (HOAs), community associations, and condominium developments. - Engage in legal representation for a variety of clients, including master-planned developments, downtown high-rises, mixed-use and commercial developments, and common interest...

Posted On Sep 02, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills
Practice Area:
Government - General Litigation - Real Estate - Defense Estate & Tax Planning Probate Trusts and Estates - General Workers\' Compensation Law - General
Job Tags:
Consumer Law Estate Planning Government health insurance Insurance Litigation trusts Wills

Title: Licensed CA Attorney Job Responsibilities: The law firm is seeking licensed California attorneys for a non-litigation, non-traditional position. The role offers flexibility in terms of hours and can be either full-time or part-time. The responsibilities include providing legal expertise in various...

Posted On Sep 01, 26
Full-time 3 views Experience : 1-3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
depositions Estate Planning estates health insurance Litigation Probate title trusts trusts and estates litigation
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
depositions Estate Planning estates health insurance Litigation Probate title trusts trusts and estates litigation

firm specializing in estate planning, trusts, probate, and conservatorships,... including both administration and litigation. The mission is to provide comprehensive legal solutions tailored to meet the individual needs of clients, ensuring their assets are protected and their wishes are carried...

Posted On Jul 22, 26
Full-time
Practice Area:
Probate
Job Tags:
Conservatorship family Insurance Litigation Probate probate litigation
Practice Area:
Probate
Job Tags:
Conservatorship family Insurance Litigation Probate probate litigation

Title: Litigation Paralegal Job Responsibilities: As a litigation paralegal at the law firm, you will collaborate closely with an attorney to manage an assigned caseload. Your responsibilities will include regular communication with clients, opposing counsel, and court clerks. Key duties encompass: - Guiding...

Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship depositions evidence Litigation Probate trials
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship depositions evidence Litigation Probate trials

Associate Attorney Job Title: Associate Attorney Job Responsibilities: - Work closely with firm members and clients to determine and implement case strategies through various communication methods including writing, in person, and by telephone. - Collect and compile evidence to support the client's position in...

Posted On Aug 10, 26
Full-time 4 views Experience : 3-18 yrs required
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Job Tags:
civil litigation class action Employee Rights Insurance Litigation personal injury
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Job Tags:
civil litigation class action Employee Rights Insurance Litigation personal injury

Title: Paralegal – Personal Injury Litigation Job Responsibilities: The Paralegal for Personal Injury Litigation at the law firm is entrusted with a variety of crucial responsibilities aimed at supporting the legal team and advocating for clients’ interests, particularly in significant and potentially...

Posted On Jul 08, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Job Tags:
Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing personal injury Personal Injury Law Privacy social security trials
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Job Tags:
Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing personal injury Personal Injury Law Privacy social security trials

Title: Associate Attorney Job Responsibilities: - Provide legal support to clients and assist trial attorneys in various stages of legal proceedings. - Maintain and foster client relationships to ensure effective communication and representation. - Prepare legal demands and manage cases in the pre-suit phase. -...

Posted On Aug 09, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
evidence Insurance Litigation medical providers personal injury Personal Injury Law Software
Job Tags:
evidence Insurance Litigation medical providers personal injury Personal Injury Law Software

Title: Bilingual Case Manager Job Responsibilities: As a Case Manager specializing in plaintiff personal injury cases, you will be responsible for a variety of tasks designed to support both clients and the legal team in achieving successful case outcomes. Your key responsibilities...

Posted On Jul 31, 26
Full-time 33 views Experience : Min 2 yrs required
Job Tags:
HIPAA Insurance medical providers Personal Injury Law
Job Tags:
HIPAA Insurance medical providers Personal Injury Law

legal setting preferred. Calque_1 BENEFITS Calque_1 Competitive salary commensurate with experience and qualifications. Calque_1 Medical, dental, and vision insurance. Calque_1 401(k) retirement plan with company match.... Calque_1 Paid time off and holidays. Calque_1 Opportu...

Posted On Sep 24, 26
Full-time 16 views Experience : 10-15 yrs required
Job Tags:
finance health insurance Software
Job Tags:
finance health insurance Software

Oversight - Develop innovative tax planning strategies that utilize industry... insights and regulatory expertise. - Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends. - Review and oversee the preparation of tax returns to ensure accuracy, compliance...

Posted On Aug 17, 26
Full-time 13 views Experience : Min 3 yrs required
Job Tags:
child Computer Science criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing Software spouse
Job Tags:
child Computer Science criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing Software spouse

Title: Financial Systems Application Engineer II Job Responsibilities: The Financial Systems Application Engineer II plays a critical role in the IT Financial Systems Support department at the law firm. This individual is responsible for owning one or more products end-to-end and collaborating...

Posted On Aug 17, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
child Computer Science criminal developers Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing spouse
Job Tags:
child Computer Science criminal developers Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing spouse

Title: Power BI Developer Job Responsibilities: - Design, build, and maintain interactive and high-performing Power BI dashboards. - Implement semantic models in Microsoft Fabric for reusable datasets, governed calculations, and enterprise-level analytics. - Use DAX to define complex measures, KPIs, and business logic. - Leverage...

Posted On Aug 17, 26
Full-time 3 views
Job Tags:
child Computer Science criminal directors Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing Software spouse Telecommunications
Job Tags:
child Computer Science criminal directors Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing Software spouse Telecommunications

encompassing project management, analysis, planning, and implementation. This role... serves as a resource for IT Department staff, aiding in planning, coaching, mentoring, development, and... growth. The individual is deeply involved in organizing plans for large-scale complex projects, identifying necessary resources...

Posted On Aug 17, 26
Full-time 12 views
Job Tags:
child criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance marketing Profit Sharing renewals Software special projects spouse
Job Tags:
child criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance marketing Profit Sharing renewals Software special projects spouse

Title: Market Development Specialist Job Responsibilities: The Market Development Specialist will support the law firm's West Coast offices by executing marketing and business development programs and initiatives for firmwide practice areas, industry groups, and/or offices. The role involves significant interaction with lawyers,...

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