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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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Tax and Trusts Estates Attorney The candidate should have 3+ years of experience in estate planning, probate and trust administration. Should have excellent academic credentials, strong writing and communication skills. Connecticut ..
... advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working ... on, and implementing sophisticated wealth planning strategies such as family..
Tax Manager or Director The candidate ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
Estate and Trust Administration Paralegal The ... documents, death, gift and income tax returns for large estates; Prepare ... Prepare income projections and income tax planning; Maintain checkbooks and other..
Part-Time/Flex Tax Professional The candidate will prepare ... review federal and state income tax returns for high net worth ... individuals, corporate and partnership/LLC, real estate, and exempt organizations. Interact..
... recommending, and finalizing sophisticated wealth planning strategies and documents including Family ... clients with long term wealth planning strategies. Should have knowledge of ... research and apply rules governing..
... Distribution, Financial Services, and Construction/Real Estate and, Consumer/Industrial Products. Lead and ... a focus on high-value quality tax advice and seek to expand ... unitary and business income, multistate..
Junior Private Client & Tax Associate Candidate will be to ... their advisors on complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working .....
... recommending, and finalizing sophisticated wealth planning strategies and documents including Family ... clients with long term wealth planning strategies. Knowledge of and ability ... research and apply rules governing..
Estate Administration Paralegal The candidate's duties ... documents, death, gift and income tax returns for large estates; Prepare ... Prepare income projection and income tax planning; Maintain checkbook and other..
... Client International Trusts & Estates Planning Associate to join their office ... years of experience in international estate planning for high-net-worth individuals and companies.DutiesAdvise ... wealth management structures.Engage in..
... advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working ... on, and implementing sophisticated wealth planning strategies such as Family..
... work within Private Client and Tax Department and be responsible for ... responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. The..
... seeks a motivated Trust and Estate Planning Associate to join their dynamic ... and family offices, providing sophisticated estate planning and fiduciary services.DutiesDraft sophisticated estate planning documents and multi-generational..
Seeking Tax/Trusts & Estates Attorney with 3-5 years of experience ... estates, elder law, drafting and estate planning, probate administration, and Medicaid planning. CT Bar admission is required; .....