Estate Planning Associate Jobs

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

... prospects for outright, planned and estate gifts in support of the ... as agreed upon with the Associate Vice President for Institutional Advancement. ... and federal taxes, gift and..

Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

Director, Real Estate Transfer Tax Duties: Develops and ... client locations, as needed, for planning meetings, data collection, fact gathering, ... to existing clients. Oversees tax planning projects for real..

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..

... legal documents in relation to estate and business succession planning. Will undertake technical research on ... Will undertake technical research on estate planning and compliance matters for internal .....

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..

Senior - Real Estate Tax The candidate will work within an engagement team and draw on the experience in accounting and taxation to provide tax compliance and consulting services to investment ..

Tax Associate - Winter 2021 The candidate will do tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various tax ..

Job OverviewA law firm seeks a dedicated Family Law Attorney for their office in Tulsa, OK. The successful candidate will provide strategic legal support and guidance in matters such as divorce, ..

... OverviewA law firm seeks an Associate Attorney in Tulsa, OK. This ... engaging with clients to provide estate and financial planning services. The successful candidate will ... on clients'..

Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ..

Associate Attorney The candidate will be ... and resolving complex tax and planning issues. Should have 3-5 years ... 3-5 years of experience in estate planning, elder law, estate administration,..

... minimum of 8 years in estate planning to join their Wills, Trusts ... by family members.Provide life insurance planning with trusts and financing options.Facilitate ... and beneficiaries in trust..