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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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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 ..
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 ..
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 ..
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 ..
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. ..
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 ..
Job OverviewA law firm seeks a Litigation Attorney for a fully remote position based in Birmingham, AL. The candidate must be licensed to practice law in Alabama, with additional state licensures ..
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 ..
... 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..
Job OverviewA law firm seeks an experienced attorney in Hoover, Alabama. The ideal candidate will have a minimum of 5 years of experience in general practice areas, with opportunities to engage ..
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 ..