Financial Services Partner Jobs in Newport Beach

Tax Partner - Business Tax The candidate must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to ..

Paralegal II, Litigation Construction Defect Responsibilities: Preparing and responding to discovery, reviewing and summarizing records and deposition transcripts, and assist in drafting of motions and pleadings. Assisting in preparation for trials, ..

Legal Assistant II, Litigation Construction Defect Responsibilities: Communicate with clients, adversaries and claims partners. Support 3 attorneys with a case load of 40+ files each. Coordination/scheduling of meetings, court hearings, appointments, ..

... negotiate commercial agreements, including: complex financial services agreements with domestic and international ... and international digital partners, including financial institutions, service providers, and other ... of digital solutions in..

Legal Assistant I The candidate will provide legal assistant support to 2-3 workers’ compensation attorneys with a case load of 80 files per attorney. Identify critical documents requiring timely responses and ..

Senior Trust Officer (Senior Fiduciary Specialist) Market Service Team The candidate will administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning. ..

Chief Compliance Officer The candidate will create, execute, and oversee a Trust regulatory compliance program for a financial services provider operating in the payroll industry moving in excess of $200 billion ..

Legal Assistant - Workers' Compensation Responsibilities: Provide Legal Assistant support to 2 or more Attorneys. Identify and flag critical documents requiring timely responses and associated deadlines to ensure our clients/insureds/companies are ..

Job Overview: A highly regarded law firm is seeking mid-to-senior level Associate Attorneys with 4 to 7 years of experience to join its Financial Practices Group. This position offers the opportunity ..

Paralegal Duties: The candidate will manage contract intake requests for the GBS Legal team through the contract workflow tool. Assist with day-to-day activities as needed to support the GBS Legal team, ..

Legal Assistant I The candidate will provide legal assistant support to 2-3 workers’ compensation attorneys with a case load of 80 files per attorney. Identify critical documents requiring timely responses and ..

Private Wealth Services Director The candidate will develop ... capitalize on opportunities to sell services to existing and potential clients. ... capitalize on opportunities to sell services to existing and..

Engagement Consultation Sr/Lead Analyst Duties: The candidate will analyze permissible services to and relationships with clients as a result of independence requirements. Manage Directors, and Lead Client Service Partners to gather ..

Job OverviewA law firm seeks an experienced transactional attorney for its Orange County office, focusing on affordable housing transactions and tax credit projects. Remote candidates will be considered. The position is ..

... Firm Advisory – Global Employer Services Duties: Manage client relationships and ... client relationships and providing consultative services while exceeding expectations. Identify engagement ... the breadth of Global Employer..

Job OverviewA law firm seeks an Associate Attorney for its Irvine, CA office. The role involves providing comprehensive estate planning services to clients, focusing on high net-worth individuals. The attorney will ..

Principal Wealth Planning Services Advisor The candidate supports all ... of strategic planning solutions, including financial, estate and family governance planning. ... an expert on Private Client Services team to..

... negotiate commercial agreements, including: complex financial services agreements with domestic and international ... and international digital partners, including financial institutions, service providers, and other ... of digital solutions in..

Legal Assistant - Workers' Compensation The candidate will provide Legal Assistant support to 2 or more Attorneys. Identify and flag critical documents requiring timely responses and associated deadlines to ensure clients/insureds/Company ..

Financial Services SALT Manager Duties: The candidate is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different ..

Legal Assistant II The candidate will provide legal assistant support to 2-3 workers’ compensation attorneys with a case load of 80 files per attorney. Identify critical documents requiring timely responses and ..

Senior Trust Officer (Senior Fiduciary Specialist) - Personal Trust Market Service Team The candidate will read, interpret and apply complex trust document language to specific situations; making frequent distributions of cash ..

Wholesale Credit Admin Associate II - Global Corporate & Investment Banking The candidate will be monitoring customer exposure, data integrity and compliance with Credit Policy, process, procedures and regulatory guidelines. Compares ..