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Wealth Management Jobs in Livermore

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United States
Posted On Jun 25, 26
Full-time 7 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

Title: Of Counsel Attorney - Estate Planning Job Responsibilities: - Virtually consult with clients to review their estate plan and provide legal advice and guidance. - Review estate planning documents to ensure they are up to date with state requirements and meet client...

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Posted On Aug 05, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

Title: Bilingual Spanish/English Attorney — Special Education & Estate Planning (Temp-to-Perm) Job Responsibilities: - Represent parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education...

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Posted On Aug 11, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

Title: Of Counsel Attorney Job Responsibilities: - Virtually consult with clients to review their estate plan, providing legal advice and guidance. - Review estate planning documents to ensure they comply with state requirements. - Ensure that client goals have been effectively met through the...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

and other tax returns, ensuring accuracy and alignment with strategic planning. - Conducting advanced tax research and drafting technical memoranda to address complex issues. - Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and... succession planning for fo...

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Posted On Jun 16, 26
Full-time 12 views Experience : 3-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate Software title trusts Wills

Overview: *Must be Member of California State Bar in good standing* Are you a motivated and detail-oriented Estate Planning and Trust Administration Attorney? We want you to join our growing trust administration and estate planning team. This role is ideal for...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Posted On Jul 09, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The primary responsibility of the Estate Planning Attorney at the company is to assist clients in completing accurate estate plans that fulfill their specific wishes efficiently. This involves being available for an initial 'start' meeting within five...

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Posted On Jul 27, 26
Full-time
Practice Area:
Family Law - General Litigation - Trusts & Estates - Defense Probate
Job Tags:
agreements civil litigation contracts depositions Employment Law Estate Planning Family Law general litigation health insurance Insurance Litigation Personal Injury Law pleadings Probate weed
Practice Area:
Family Law - General Litigation - Trusts & Estates - Defense Probate
Job Tags:
agreements civil litigation contracts depositions Employment Law Estate Planning Family Law general litigation health insurance Insurance Litigation Personal Injury Law pleadings Probate weed

Title: Associate Attorney Job Responsibilities: - Assist in managing litigation matters from intake through resolution with increasing responsibility based on experience and performance. - Draft and review legal documents such as pleadings, motions, contracts, discovery requests, and settlement agreements with precision and clarity. -...

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Posted On Aug 24, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...

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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: - Serve... specifically in the private wealth/private client services space. - Provide... tax compliance and advisory services to S-corporations, partnerships, high-net-worth (HNW) and ultra-high-net-worth (Ultra-HNW) individuals, and corporations ranging from small to middle market. -...

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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 by providing various tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations...

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Posted On Sep 07, 26
Full-time Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

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Posted On Aug 27, 26
Full-time 19 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA private client shareholders

expanding both internal and external networks to achieve business development objectives. Key responsibilities include leading the Client Management Process and collaborating across... the enterprise to offer a Branded Client Experience. This involves providing access to the comprehensive services and capab...

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Posted On Aug 31, 26
Full-time 1 views
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation

timely manner and ensuring that client expectations are met or exceeded. This role supports the national Transaction Advisory Services Tax strategy, which includes services such as deal structuring, due diligence, post-deal integration, tax attribute management, and providing opinions and... rulin...

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Posted On Aug 17, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities...

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Posted On Jul 26, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: As a Civil Litigation Paralegal at the law firm, you will be responsible for managing cases from initiation to resolution. Your duties will encompass a wide range of tasks essential for the successful navigation of civil...

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Posted On Aug 25, 26
Full-time 3 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,...

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Posted On Aug 09, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
document review Estate and Trust Litigation pleadings Probate probate litigation trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
document review Estate and Trust Litigation pleadings Probate probate litigation trusts

Overview We are seeking a highly organized and detail-oriented Estate and Trust Paralegal to join our law firm. In this vital role, you will support Mr. Pupach in preparing, reviewing, and managing probates and probate litigation, trust administrations, trust litigation, and...

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Posted On Aug 17, 26
Full-time 15 views Experience : Min 6 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women

trustees, executors, administrators, and beneficiaries in trust and probate litigation. - Handle contests based upon lack of capacity, undue influence, or fraud. - Address issues of negligent management of assets. - Manage cases... involving failure to account or inadequate accounting. - Resolve co-trustee disputes....

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Posted On Jul 29, 26
Full-time 27 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth transfer strategies, and tax... law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in...

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