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Faculty-College for Financial Planning The candidate will be accountable ... and academic excellence of the Estate Planning graduate and designation courses. Ensures ... area of subject matter expertise (estate planning)...
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Program Director of Gift Planning Duties: Will be responsible for ... the technical nature of Gift Planning). Actively manage and execute external ... projects, in partnership with Gift Planning Assistant..
Program Director of Gift Planning The candidate will be responsible ... the technical nature of Gift Planning). Identify, cultivate and solicit prospects ... donors. Consult with financial advisors, legal/tax counsel..
... firm seeks a skilled Associate Attorney to join its team in ... CO, focusing on family law, estate planning, and estate administration for high-net-worth individuals. This ... related to..
General Purpose: To maximize overall productivity, efficiency, and quality of Legal Department. To ensure full legal compliance with all federal, state, county, city, and local laws as they pertain to the ..
Estate Planner The candidate will create ... most important and complex client estate planning situations. Will participate directly in ... research information to answer specific estate planning questions and to..
... 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 .....
Tax Director / Manager - Industry ... assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
Part-time Instructor, Certified Financial Planning The candidate will serve as ... 5+ Years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or..
Tax Staff - 2021 The candidate ... candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by ... providing a full spectrum of tax services..
... a highly experienced Senior Wealth Planning Attorney to serve as a trusted ... cycle, with a focus on estate planning, trust and estate administration, gift and estate tax returns,..
... are presently seeking a well-respected attorney (4 years) with demonstrated expertise ... field. Great opportunity for entrepreneurial attorney wishing to relocate their compatible ... Practice areas of interest include..
Director - Gift Planning and Leadership Giving The candidate ... of consistent and creative gift planning training, in order to secure ... giving ideas, including legal and tax information associated..
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 ..
Tax Manager - Real Estate/Private Equity The candidate will be ... review and analysis of complex tax returns. Work on multiple complex ... the firm. Serve as the Tax client..
