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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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Instructor, Certified Financial Planning The candidate wil be responsible ... 5+ years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or estate..
... between and among the whole Estate Planning team. Develops a strong and ... trust accountants, attorneys, paralegals, and/or tax preparers. Requirements: Undergraduate degree in ... dividend payment methodologies, alternative..
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 .....
High Net Worth - Tax Manager / Senior Manager The ... complex individual, partnership, S-corp, trust, estate, gift and state tax returns. Lead multiple engagements that ... multiple engagements that..
... firm seeks an experienced Associate Attorney in Milwaukee, WI. The ideal ... experience in areas such as estate planning, probate and trust administration, tax preparation, guardianships, and more. This..
... OverviewA law firm seeks an Estate Planning Attorney in Milwaukee with over seven ... involves guiding clients through the estate settlement process, utilizing the firm's ... and diverse legal..
Senior Fiduciary Officer The candidate works with the family office and its legal and accounting advisors to oversee proper execution of family trust and custody transactions and requests. Owns the relationship ..
Job OverviewA law firm seeks experienced attorneys for its Port Washington, WI office. The firm is looking for skilled professionals in civil litigation, business transactions, employment, tax, and estate planning. Candidates ..
Job Title: Corporate Associate Attorney Location: Milwaukee, WIJob Overview: A ... to hire a Corporate Associate Attorney for their Estate Planning department. The firm offers a ... field of M&A..
