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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..
... the full range of sophisticated estate planning, trust administration, and wealth management ... Qualified candidates must have sophisticated estate plan drafting, estate and trust administration, estate and gift tax..
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..
Associate Attorney The candidate should preferably have 8+ years' experience in private practice in the areas of estate planning, taxation, and/or elder law. ..
... the full range of sophisticated estate planning, trust administration, and wealth management ... in the following: drafting complex estate plan and business succession planning documents for high net worth..
Director, Real Estate Transfer Tax Duties: Develops and motivates engagement ... client inquiries and requests from tax authorities. Travels to client locations, ... client locations, as needed, for planning meetings,..
Experienced Estate Planning Attorney The candidate should have 3 ... 3 years of experience in estate tax planning...
... law firm seeks a detail-oriented estate planning attorney with 1-3 years of relevant ... full-time position involves supporting the Estate Planning Practice Group in providing sophisticated ... Practice Group..
Attorney The candidate must have 2+ years’ experience in tax, estate planning, or probate. Must have excellent writing and legal research skills, a strong work ethic and must be currently licensed ..
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 ..
Business/Real Estate/Estate Planning Attorney The candidate should have 2+ ... trusts and estates, business organizations, tax planning, and commercial and residential real ... and commercial and residential real estate preferred...
... seeks a Trusts and Estates Attorney for its Milwaukee, WI office. ... strategies.Collaborate with clients to develop estate plans.Draft and review legal documents ... and estates.Provide legal guidance on..
Associate Attorney The candidate will join law ... join law firm specializing in estate planning, probate, trust administration, real estate, and income tax. A minimum of two years’ ... Successful..
... Wisconsin is seeking an experienced Estate Planning Attorney to join its expanding team. ... with clients to develop individualized estate plans and provide guidance through ... Cities.Location:Eau Claire, WisconsinDuties:Advise..
Associate Attorney The candidate should preferably have ... preferably have 2+ years of estate planning, trust administration, probate, Medicaid planning, and/or tax planning experience; civil litigation experience; family .....