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Tax - Manager - Trust and ... high level personal financial, income tax and estate/trust planning services. Will review trust, estate and foundation tax returns. Research tax laws, prepare tax..
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Program Director, Gift Planning Duties: Work closely with benefactors, ... key volunteers to explore creative, tax-efficient ways for donors to support ... for the Office of Gift Planning. Report to..
Program Director, Gift Planning Duties: Work with benefactors, other ... key volunteers to explore creative, tax-efficient ways for donors to support ... for the Office of Gift Planning. Will report..
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 Manager - Industry Professional The ... 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 be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
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 ..
Chief Financial Planning Officer The candidate will hire ... cover various markets. Manage goals-based planning approach for all client-facing advisors ... in the Wealth Group. Financial Planning Software and Technology..
... delivering business succession, transactional advisory, estate, and financial plans to high ... (Financial, Private CPA, JD Practice) planning experience. Juris Doctorate, CPA & ... strongly preferred. Comprehensive knowledge on..