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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 ..
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Tax Associate - Fall 2021 Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various ..
... and maintain administration file. Update Estate Planning Data Form for client's review ... deadlines. Review and summarize existing estate planning documents and asset listings. Maintain ... distribution), trust agreements,..
... seeks a Trust and Estates Attorney to join their growing practice ... a dynamic environment, focusing on estate planning and administration.DutiesDraft estate planning documents, including trusts, wills, and powers..
Attorney The candidate will manage an ... The candidate will manage an Estate Planning practice. Meeting with clients, drafting ... clients, drafting wills, Powers of Attorney, etc. Must be licensed..