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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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Major Gifts Officer I - Associate Director of Development - Law Duties: Identify, cultivate, solicit and steward major gift prospects for The University of Alabama. Work with individuals, corporations, and foundations ..
Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..
Associate Attorney The candidate will do probate estate administrations. Must hold Alabama law license. ..
Estate Planning Attorney The candidate will meet with clients, put them at ease, have sensitive conversations about their family and other issues, advise them on estate planning options. Present estate planning ..
Trusts, Estates, Fiduciaries, and Family Business Associate The candidate must have experience is required in at least one of these areas; LLM in Taxation preferred but not required. ..
Trusts, Estates, and Wealth Preservation The candidate will be advising individuals and families on trust structures and private client tax matters. Contributing to a broad range of estate planning matters. Reviewing/drafting/preparing/negotiating ..
Senior Associate, Compensation and Benefits Tax Duties: The candidate will conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans. Assist in ..
Job OverviewA law firm seeks an Estate Planning Attorney for a fully remote position based in Birmingham, AL. This role involves ensuring the legal soundness of estate planning documents, aligning them ..
Foley office of our client seeks an estate planning attorney with 3 years of prior experience. The candidate will meet with clients, put them at ease, have sensitive conversations about their ..
Private Client Services Tax Supervisor - Business Owners Duties: Be an essential team member advising business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth ..
Estate Planning Paralegal The candidate will draft estate planning documents for clients, with attorney supervision (including Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, etc.). Preparation ..
Private Wealth Management Trust Support Administrator The candidate oversees the administration of Individually Managed Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust, and estate, ensuring account administration follows the fiduciary program ..
... that account administration complies with fiduciary principles. Coordinates client service activities ... from senior trust advisors and Fiduciary Support managers on more complex ... direct client interaction to deliver..
Private Client Services Tax Manager – Ultra High Net Worth Duties: Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and ..
A law firm in Birmingham is seeking a Tax Associate Attorney or Of Counsel to join their team. The ideal candidate will play a pivotal role in building the existing practice, ..