Retirement Planning Jobs in West Hollywood

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United States
Posted On Sep 27, 26
Full-time Experience : Min 3 yrs required

firm-wide operational improvements. - Lead the implementation of new processes, procedures, and operational best practices across departments. - Collaborate with department leaders to identify workflow inefficiencies and develop scalable solutions. - Manage cross-functional projects from planning through execution while ensuring... timelines and o...

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 10 yrs required

Title: Enterprise Architect Job Responsibilities: - Architecture & Governance: The Enterprise Architect will coordinate enterprise architecture reference models, principles, and technology standards. They will guide these through the Enterprise Architecture Review Board (ARB) governance and gate process. - Microsoft Modernization: The role involves...

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Posted On Sep 29, 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...

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Posted On Sep 29, 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...

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Posted On Sep 22, 26
Full-time 21 views Experience : Min 12 yrs required

Title: Paralegal (Pre-Litigation) Job Responsibilities: - Conduct detailed client intake and fact-gathering calls to ensure a thorough understanding of each case. - Serve as the primary point of contact for clients, providing monthly updates and addressing any questions they may have. - Review case...

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

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by representing TurboTax locally and serving as a public face in the community. This includes engaging with new prospects, nurturing leads, and converting them into long-term clients through...

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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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Posted On Sep 08, 26
Full-time 1 views 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 Sep 20, 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 Sep 14, 26
Full-time 5 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 Sep 15, 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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Posted On Aug 16, 26
Full-time 43 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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