Back to List
Share:
SHARE
Details:
Job Type:
Direct Hire
Remote Status:
On-Site
Compensation:
$130,000 - $160,000 / yr
Apply Later:
Send this job to your inbox!
Note: This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).
About Our Client
Our client is a well-established estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, income tax planning, and asset protection. With a strong reputation and a client-focused approach, they provide personalized legal solutions to ensure estate plans align with each client’s unique needs.
Job Description
- Meet with prospective and existing clients to assess estate planning needs and provide recommendations.
- Draft and review estate planning documents, ensuring they align with client goals and current laws.
- Guide clients through the engagement process, including fee discussions and payment collection.
- Conduct client meetings to review, update, and finalize estate plans.
- Maintain accurate records of client interactions, meetings, and legal documents.
- Respond to client inquiries via phone and email in a timely manner.
- Collaborate with financial advisors and other professionals to provide comprehensive estate planning solutions.
- Stay current with estate planning, trust, and probate laws to ensure compliance and best practices.
- Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.
Qualifications
- Active California State Bar license.
- Minimum of 3 years of estate planning experience.
- Strong knowledge of estate, gift, and income tax laws.
- State Bar Certified Specialist in Trusts, Wills & Probate preferred.
- Excellent communication, organization, and client management skills.
- Proficiency in legal technology and case management systems.
Why This Is a Great Opportunity
- Join a reputable law firm with a strong presence in estate planning.
- Work in a collaborative and supportive environment.
- Engage directly with clients and make a meaningful impact on their legacy planning.
- Competitive compensation and professional development opportunities.
Comprehensive benefits package, including:
- 401(k)
- Holiday Pay
- Malpractice Insurance
- Marketing Allowance and Support
- Partial coverage of employee’s medical insurance premium
- Professional duties and continuing education allowance
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
JPC - 209
#LI-SK3
Apply to this Job
First Name *
Last Name *
Email
Phone
Yes
No
Desired Compensation
Valentine Recruiting partners with hundreds of agencies nationwide to provide you with access to the best opportunities.
When you apply online your information will be forwarded to the Agency Recruiter handling the job. If you are a close match, they will contact you to discuss the position and employer in detail and then work hard to get you an interview ASAP.
TIP: Once you search by industry/title be sure to enter your email address below to be notified of jobs that match your criteria. Our Partners add dozens of jobs daily!
Create a Job Alert
Get notified about new listings!
Submit a Resume
Can't find the job you want?
Submit a general applicationPrimary Care Physician
3/13/2025
Stockton, CA
Direct Hire Primary Care Physician
Location: Stockton, California
Description
My Clients program provides seniors with the opportunity to continue living in their homes and in their communities. Our innovative and comprehensive range of medical services to participants is what ignites our passion to treat the whole person and not the symptoms! We employ a collaborative interdisciplinary team (IDT) approach to evaluate and guide participant care, which is key to our values, team culture, and mission.
The Primary Care Physician performs in-person
Territory Manager
3/13/2025
Butte, MT
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Territory Manager
3/13/2025
Billings, MT
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
M&A (Private Equity) Senior Associate or Of Counsel
3/13/2025
Dallas, TX
Direct HireHybrid A highly regarded corporate legal team is seeking an experienced attorney (5+ years) to join its Mergers & Acquisitions (Private Equity) practice in Dallas . This role offers the opportunity to work closely with private equity firms and their portfolio companies , handling complex transactions, leveraged buyouts, and equity investments in a dynamic and fast-paced environment.
Key Responsibilities:
Advise private equity firms and portfolio companies on M&A, leveraged buyouts, and corporate transactions
Draft and negotiate purchase agreements, merger documents
Territory Manager
3/13/2025
Boulder, CO
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Finance & Restructuring Attorney
3/13/2025
Dallas, TX
Direct HireHybrid A highly regarded financial legal team is seeking an experienced attorney (6+ years) to join its Finance & Restructuring practice in Dallas . This role provides the opportunity to handle complex financing transactions, workouts, bankruptcy proceedings, and insolvency matters , working with top-tier financial institutions and corporate clients.
Key Responsibilities:
Advise on corporate finance transactions , including senior debt, asset-based lending, cash flow, sponsor finance, unitranche, and mezzanine transactions
Represent clients in workouts, restructuring, and bankruptcy proceedings
Negotiate and draft credit
Territory Manager
3/13/2025
Salem, OR
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Territory Manager
3/13/2025
Portland, OR
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Territory Manager
3/13/2025
Santa Barbara, CA
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Territory Manager
3/13/2025
Palo Alto, CA
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Territory Manager
3/12/2025
Bakersfield, CA
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Finance & Restructuring Associate Attorney
3/12/2025
Wilmington, DE
Direct HireHybrid A highly regarded legal team is seeking an associate with 1-5 years of experience to join its Finance & Restructuring practice in Delaware . This role offers the opportunity to work on a mix of bankruptcy and commercial litigation matters , representing clients in complex financial restructurings and dispute resolutions.
Key Responsibilities:
Handle a range of bankruptcy and commercial litigation matters
Represent clients in financial restructurings, insolvency proceedings, and litigation
Conduct legal research, draft pleadings, and manage discovery
Engage in courtroom
Corporate Mergers & Acquisitions Associate Attorney
3/12/2025
New York, NY
Direct HireHybrid A top-tier corporate legal team is seeking an M&A associate attorney with at least five years of experience in cross-border corporate transactions to join its New York office . This role offers the opportunity to work closely with partners on high-profile international deals , advising global clients on mergers, acquisitions, greenfield investments, and corporate structuring .
Key Responsibilities:
Work on complex cross-border M&A and corporate transactions , with a particular focus on China-related matters
Advise
Territory Manager
3/12/2025
San Fernando, CA
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Construction & Design Associate Attorney
3/12/2025
Seattle, WA
Direct HireHybrid
A highly regarded legal team is seeking an associate with 2-3 years of experience to join its Construction & Design practice in Seattle. This role involves advising public and private clients, including owners, contractors, and engineers , on a variety of construction-related legal matters , from project planning to dispute resolution.
Key Responsibilities:
Provide legal counsel on construction contracts, risk assessment, and claim management
Represent clients in litigation and dispute resolution related to construction projects
Work with stakeholders on government
Territory Manager
3/12/2025
Ventura, CA
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Territory Manager
3/12/2025
Redding, CA
Direct Hire
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities. Must reside within territory.
Essential Duties and Responsibilities (Other duties may be assigned)
Develop new sales prospects through research, referrals, and calling on other businesses in close proximity to existing customers.
Make face-to-face calls on cold and warm sales prospects.
Service customers in the manner outlined in Company training materials.
Submit complete and accurate
Audit Senior - Assurance & Advisory
3/12/2025
Honolulu, HI
Direct HireOn-Site
AUDIT SENIOR - ASSURANCE & ADVISORY
Well, established, highly profitable regional CPA firm seeks an Audit Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including overtime paid at time and one half and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression.
Responsibilities:
Performing audit or review procedures, or assisting in other
Tax Accountant
3/12/2025
Irvine, CA
Direct HireOn-Site TAX ACCOUTANT
Well established local CPA firm in Irvine, CA. seeks a Tax Accountant. Candidate must live wihin a commuting distance and work 100% in the office with no hyvrid or remote work available. The firm offers a business casual work environment with a reasonable work life balance and overtime paid at time and one half. Only locally based candidates immediately authorized to work in the U. S. will be considered for this role. CPA or EA preferred, however, a
Case Manager - Registered Nurse
3/12/2025
Las Vegas, NV
Direct Hire
We are excited to welcome a dedicated and skilled Registered Nurse to our healthcare team as a Case Manager. This full-time position offers the opportunity to significantly impact patient care and well-being in a collaborative and supportive environment.
Key Responsibilities:
Deliver exceptional patient care to diverse populations, considering various health conditions and age groups.
Perform comprehensive assessments and accurately document patient histories.
Create and implement personalized care plans tailored to individual patient needs.
Administer prescribed medications and treatments
Loading Jobs...
