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Director of Planned Giving The candidate will be responsible for the development, promotion and implementation of the program including oversight of the development of comprehensive plans for soliciting and securing major ..
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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..
... 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 .....
... firm is seeking an experienced attorney to join its Transactions Department, ... its Transactions Department, focusing on estate planning and probate matters. This role ... array of personal and..
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..
