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46

Lawyer Personal Planning Jobs in Berkeley





Job info
 
Company
**********
Location
Oakland, CA
Posted Date
Mar 12, 2018
Info Source
Employer  - Full-Time  90  

Attorney Editor - Trusts and Estates The candidate will handle project management of new titles, new editions and updates including meeting deadlines, creating and maintaining schedules, and overall responsibility for adhering ..

 
Company
**********
Location
Oakland, CA
Posted Date
Oct 11, 2018
Info Source
Employer  - Full-Time  90  

Position Information Requisition Number 20180397 Working Title Attorney Editor - Trusts and Estates Appointment Type Staff - Career Personnel Program MSP Work Hours Monday-Friday, 8:00am-5:00pm Percentage of Time 100 Organizational Area ..

 
Company
Location
Oakland, CA
Posted Date
Sep 18, 2020
Info Source
Employer  - Full-Time  90 

In-prison Programs Attorney The candidate will develop, facilitate, and enhance company’s reentry legal education and reentry services for people in CA state prisons and jails preparing to return home--mitigating the issues ..

 
Location
San Francisco, CA
Posted Date
Nov 10, 2022
Info Source
Employer  - Full-Time  90  

Professional Development Manager The candidate will oversee Firm-wide initiatives, programs and projects within the areas of professional development, training, retention, onboarding, integration and mentoring. Provide strategic advice regarding associate and paralegal ..

 
Company
**********
Location
San Francisco, CA
Posted Date
Sep 29, 2020
Info Source
Employer  - Full-Time  90 

Attorney The candidate will be responsible for: Concludes cases by bringing cases to settlement or trial; planning, organizing, and presenting arguments and counter-arguments. Maintains rapport with clients by making regular contact ..

 
Location
Mountain View, CA
Posted Date
Jun 07, 2024
Info Source
Recruiter  -  

Mountain View office of a BCG Attorney Search Top Ranked Law Firm seeks a privacy partner with 5 years of experience. The candidate will be advising clients on their obligations under ..

 
Company
**********
Location
San Francisco, CA
Posted Date
Dec 13, 2022
Info Source
Employer  - Full-Time  90  

Managing Director, Estate & Business Planning Specialist The candidate will guide ... division of the bank, provides personal trust services as well as ... Directors and Estate and Business Planning..

 
Company
**********
Location
San Ramon, CA
Posted Date
Dec 01, 2022
Info Source
Employer  - Full-Time  90  

Senior Tax Manager, Private Client Advisors The candidate will prepare and review of tax returns. Conduct online tax research. Develop and nurture long-term relationships with client senior management. Develop solutions for ..

 
Location
San Rafael, CA
Posted Date
Nov 10, 2022
Info Source
Employer  - Full-Time  90  

Professional Development Manager The candidate will oversee Firm-wide initiatives, programs and projects within the areas of professional development, training, retention, onboarding, integration and mentoring. Provide strategic advice regarding associate and paralegal ..

 
Company
**********
Location
Alameda, CA
Posted Date
Sep 23, 2020
Info Source
Employer  - Full-Time  90  

Corporate Counsel, Commercial The candidate will responsible for providing commercialization legal support, advice and counsel in connection with planning, tactics and strategies undertaken primarily by the Commercial and Medical Affairs departments ..

 
Company
**********
Location
Oakland, CA
Posted Date
Aug 07, 2020
Info Source
Employer  - Full-Time  90 

Entry-Level Associate Attorney The candidate will join firm with a wide range of practice areas ranging from personal injury, civil disputes, family law, landlord-tenant, estate planning, criminal defense and commercial disputes. ..

 
Company
**********
Location
San Ramon, CA
Posted Date
Dec 01, 2022
Info Source
Employer  - Full-Time  90  

Senior Tax Manager, Private Client Advisors [EGT] The candidate will prepare and review of tax returns. Conduct online tax research. Develop and nurture long-term relationships with client senior management. Develop solutions ..

 
Location
Walnut Creek, CA
Posted Date
Nov 10, 2022
Info Source
Employer  - Full-Time  90  

Professional Development Manager The candidate will oversee Firm-wide initiatives, programs and projects within the areas of professional development, training, retention, onboarding, integration and mentoring. Provide strategic advice regarding associate and paralegal ..

 
Company
**********
Location
San Mateo, CA
Posted Date
Nov 30, 2022
Info Source
Employer  - Full-Time  90  

Estate Planning Associate The candidate will be working with clients to design and implement estate plans ranging from simple to complex instruments. Working with clients and advisors to commence and complete ..

 
Company
**********
Location
San Francisco, CA
Posted Date
Dec 01, 2022
Info Source
Employer  - Full-Time  90  

... or CISA. Participate in pre-audit planning for engagements, conduct interviews and ... US domestic and foreign tax planning, sourcing of income and foreign ... income and foreign tax credit..

 
Company
**********
Location
San Francisco, CA
Posted Date
Dec 13, 2022
Info Source
Employer  - Full-Time  90  

Advanced Wealth Planning Strategist Responsibilities: Work with advisors ... worth prospects through high-level sophisticated planning concepts. Present and illustrate specific ... and illustrate specific advanced wealth planning concepts such as,..

 
Company
**********
Location
San Francisco, CA
Posted Date
Dec 03, 2022
Info Source
Employer  - Full-Time  90  

Advanced Wealth Planning Strategist, SVP The candidate will ... report to the SVP, Wealth Planning Manager and will work under ... worth prospects through high-level sophisticated planning concepts. Present and..

 
Company
**********
Location
San Francisco, CA
Posted Date
Dec 01, 2022
Info Source
Employer  - Full-Time  90  

Associate - Wealth Management The candidate will participate in internal strategy discussions for clients. Will assist with the coordination and integration of projects and analyses done by the various groups. Review ..

 
Company
Location
San Francisco, CA
Posted Date
Nov 17, 2022
Info Source
Employer  - Full-Time  90  

... Tax Senior Manager - Estate Planning Duties: Guide clients through complex ... Guide clients through complex estate planning scenarios to meet their personal, family, and business goals and .....

 
Company
**********
Location
San Francisco, CA
Posted Date
Sep 23, 2020
Info Source
Employer  - Full-Time  90  

Manager Compliance, Personal Securities Trading The candidate reports ... candidate reports to the Director, Personal Securities Trading Operations, and will ... Operations, and will help lead personal trading efforts within..

 
Company
**********
Location
San Francisco, CA
Posted Date
Nov 19, 2022
Info Source
Employer  - Full-Time  90  

... guide clients through complex estate planning scenarios to meet their personal, family, and business goals and ... the federal estate, gift, charitable planning, and generation-skipping tax arenas. Provide .....

 
Company
**********
Location
San Francisco, CA
Posted Date
Sep 25, 2020
Info Source
Employer  - Full-Time  90  

Personal Financial Services Tax - Manager - National The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve ..

 
Company
**********
Location
San Francisco, CA
Posted Date
Nov 19, 2022
Info Source
Employer  - Full-Time  90  

Estate Planning Tax Manager - Private Client ... Advisory Duties: Support complex estate planning engagements to meet our clients’ ... engagements to meet our clients’ personal, family, and business goals..

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