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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 ..
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..
Instructor, 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 to ..
... directly with sophisticated clients on estate planning and administration matters. Draft standard ... and administration matters. Draft standard estate planning forms and other legal documents ... other legal documents..
... 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,..
Trust and Estates Attorney The candidate should have have ... drafting wills, trusts, powers of attorney, and other estate planning documents; charitable organization advice; and ... required. LLM in taxation..
Tax Associate - Fall 2021 Candidate’s ... Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting .....