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Wealth Management Jobs in Folsom

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United States
Posted On Jun 16, 26
Full-time 3 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance

Title: Executive/Legal Assistant Job Responsibilities: - Respond to client phone calls and emails, ensuring timely and professional communication. - Manage, organize, and schedule appointments effectively to support attorneys and paralegals. - Oversee client development communications and gifts, including conducting research, coordinating activities, and ensuring...

Posted On Jul 26, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship estates
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship estates

ensuring compliance with legal standards and fulfilling fiduciary duties. - Estate Administration: Handle the administration of estates, including the preparation of necessary documents and communication with beneficiaries. - Conservatorship: Assist in matters related to conservatorship, providing support in the management and protect...

Posted On Jul 23, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Real Estate - Eviction (Litigation) Probate Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
agreements Estate Planning Litigation pleadings Probate Real Estate Law trials trusts Wills
Practice Area:
Real Estate - Eviction (Litigation) Probate Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
agreements Estate Planning Litigation pleadings Probate Real Estate Law trials trusts Wills

Title: Unlawful Detainer Contract Attorney Job Responsibilities: - The Contract Attorney will act as lead counsel on assigned unlawful detainer cases, managing them independently from initial client consultation through to resolution. - Conduct unlawful detainer consultations with potential clients to evaluate the viability...

Posted On Jul 23, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Real Estate - Eviction (Litigation) Probate Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance Litigation pleadings Probate Real Estate Law trials trusts Wills
Practice Area:
Real Estate - Eviction (Litigation) Probate Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance Litigation pleadings Probate Real Estate Law trials trusts Wills

Title: Unlawful Detainer Senior Attorney Job Responsibilities: - Conduct unlawful detainer consultations with prospective clients and evaluate potential matters. - Manage residential and commercial unlawful detainer cases from intake through trial and post-judgment proceedings. - Draft pleadings, motions, discovery, settlement agreements, and other litigation...

Posted On Jul 26, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - M&A and Transactions Tax - General
Job Tags:
Asset Protection corporate transactions Equity Compensation Estate Planning estate tax family health insurance Insurance investment management M&A stock options wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - M&A and Transactions Tax - General
Job Tags:
Asset Protection corporate transactions Equity Compensation Estate Planning estate tax family health insurance Insurance investment management M&A stock options wealth management wealth transfer

Title: Director of Tax Strategy / Advanced Planning Job Responsibilities: The Director of Tax Strategy / Advanced Planning will be central to the development of advanced planning strategies for high-net-worth and ultra-high-net-worth clients. This role is strategic and focuses on creativity and...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning pleadings Probate

losing a loved one. - Review legal documents related to Trust Administration, Conservatorship, Trust Management, and occasionally Probate. - Draft... pleadings necessary for court proceedings and legal processes. - Attend court hearings to represent clients and advocate on their behalf. - Analyze legal matter...

Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects
Job Tags:
Affirmative Action Immigration partnerships private client special projects

Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: As... the Private Client Services/Private Wealth sector at the company,... your primary responsibilities involve delivering industry-focused tax advisory and compliance services to middle market clients. The role requires you to: - Serve as...

Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation

Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: - Serve... as a trusted member of the engagement team providing various tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations in...

Posted On Aug 25, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

Posted On Aug 25, 26
Full-time 12 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

Posted On Aug 13, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job... initiatives for asset and wealth management clients. - Overseeing... the preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and...

Posted On Aug 27, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Posted On Jul 15, 26
Full-time Experience : 3-20 yrs required
Practice Area:
Trusts and Estates - General Probate
Practice Area:
Trusts and Estates - General Probate

Attorney to work remotely, focusing on Trust Administration, Conservatorship, Trust Management, and occasionally Probate. This... role is ideal for a professional ready to assist families during challenging client meetingsReview legal documentsDraft pleadingsAttend court hearingsAnalyze and advise on legal matters...

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