Retirement Planning Jobs in Upland

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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 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 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...

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 14, 26
Full-time 1 views Experience : 2-3 yrs required

Title: Paralegal Job Responsibilities: The Paralegal at the law firm will play a crucial role in supporting attorneys in a full-time, on-site capacity. The position involves a variety of tasks essential to the smooth operation of legal proceedings and client interactions. The...

Full-time 1 views Experience : Min 3 yrs required

Title: Tax Associate - TurboTax Store Job Responsibilities: As a Tax Associate - TurboTax Store at the company, you will play a crucial role in representing TurboTax at various locations across the United States. Your primary responsibilities will include: - Acting as...

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...

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 48 views Experience : Min 3 yrs required

Estate Planning Lawyer – Join a... Dynamic and Growing Law Firm in Nevada! H1: Estate Planning Lawyer Opportunity in Nevada... H2: Join a Leading Law Firm and Make a Difference talented and experienced Estate Planning Lawyer looking for a......

Full-time 82 views Experience : Min 3 yrs required

Estate Planning Lawyer Are you... talented and experienced Estate Planning Lawyer in Nevada looking... team as an Estate Planning Lawyer. **Members Only,**, is... firm specializing in estate planning, tax optimization, asset protection... and succession planning. With a focus on......

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....

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