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Wealth Management Jobs in Fountain Valley

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United States
Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills

Practice Group at a law firm. Key responsibilities include: - Assisting attorneys in preparing intricate estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, advance directives, family limited partnerships, and other wealth transfer documents. - Preparing trust... funding...

Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney – Estate Planning, Tax & Business Planning About Us We are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex...

Posted On Aug 25, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate

Estate Litigation Private Wealth Disputes Job Responsibilities: - Develop... paths to resolution. - Draft persuasive work product, including contested petitions, objections, pleadings, discovery, motions, briefs, mediation submissions, and settlement documents. - Build the evidentiary record through management of written discovery,...

Posted On Aug 05, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning health insurance Insurance pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning health insurance Insurance pleadings Probate Software trusts Wills

Title: Legal Secretary - Estate Planning/Trust Administration Job Responsibilities: - Prepare, review, and finalize various types of legal documents, including correspondence, service agreements, wills, trusts, powers of attorney, advance directives, and deeds. - Coordinate client interviews by scheduling appointments, gathering necessary information, and...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Posted On Sep 25, 26
Full-time 3 views Experience : 9-9 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Manager - IM Private Wealth Job Responsibilities: As a Tax... advisory services to investment management clients. Key responsibilities include: -... Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings. - Preparing and leading client meetings on compliance and advisory...

Posted On Sep 10, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - General Tax - M&A and Transactions Tax - Employee Benefits & Executive Compensation Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation Tax - General
Job Tags:
beverage capital raising Employment Law IP Litigation stage startup Trademark Venture Capital wealth management
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - General Tax - M&A and Transactions Tax - Employee Benefits & Executive Compensation Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation Tax - General
Job Tags:
beverage capital raising Employment Law IP Litigation stage startup Trademark Venture Capital wealth management

Title: Deputy General Counsel Job Responsibilities: The Deputy General Counsel at the law firm is tasked with a blend of legal counsel and operational oversight, primarily focusing on delivering fractional General Counsel (GC) services to a diverse clientele. This senior-level position demands...

Posted On Sep 14, 26
Full-time 4 views Experience : 4-4 yrs required
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer

Title: Manager - Private Client Services Job Description: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Title: Tax Experienced Senior, ASC 740 Job Responsibilities: - Prepare and review income tax provisions in compliance with ASC 740. - Analyze and document uncertain tax positions and related disclosures. - Assist in the preparation and review of tax footnotes for financial statements. - Collaborate...

Posted On Sep 14, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer

Title: Tax Director - Private Client Services Job Responsibilities: As a member of the Private Client Services practice, the Tax Director is responsible for overseeing and collaborating with multiple client service teams on engagements for a diverse range of clients, including some...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, quality,...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth...

Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

Posted On Sep 07, 26
Full-time 50 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Program at Goldman Sachs Wealth Management in Newport Beach,... California Salary Range: $65,000 - $110,000 About the Program: - 9-10 week summer internship for students pursuing a bachelor's or graduate degree - Fully immersed in day-to-day activities - Attend orientation to learn about culture and...

Posted On Sep 28, 26
Full-time 52 views
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
Conservatorship Estate Planning estates Insurance pleadings Probate special projects
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
Conservatorship Estate Planning estates Insurance pleadings Probate special projects

you a Paralegal interested in working for a Trust, Estates, and Special Needs law firm, and who is eager to advance in a law firm? Are you detail-oriented, organized, collaborative, and enthusiastic about learning? If so, you could be the...

Posted On Sep 21, 26
Full-time Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary gift tax indemnity Insurance investment management marketing Privacy spectrum Taxation trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary gift tax indemnity Insurance investment management marketing Privacy spectrum Taxation trusts wealth management wealth transfer Wills Women

is part of the Wealth Solutions group, a dynamic... serving as an in-house resource in estate planning to wealth management teams and clients... nationwide, maintaining a book of ultra-high-net-worth clients, and reviewing and summarizing existing estate planning documents. The director...

Posted On Aug 25, 26
Full-time 1 views Experience : 1-10 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Practice Area:
Litigation - Trusts & Estates - Plaintiffs

involves engaging in private wealth disputes, offering a unique... opportunity to develop expertise in contested trust, estate, and probate case strategy and identify key legal persuasive legal documents including petitions and discovery processes and build evidentiary...

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