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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 ..
Visiting Assistant Professor - Term The candidate teaching firm' Estates and Trusts for the spring 2020 semester (January 2 to May 15). A J.D. degree, practice experience and demonstrated expertise ..
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ..
Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..
... as Trustee understand and administer fiduciary accounts in accordance with the ... $1MM. Ensure adherence to all fiduciary rules, regulations and internal governance ... or Personal Representative. Generate new..
Paralegal The candidate will support attorneys with legal matters. Must preferably have an Associate degree or equivalent certification as a Paralegal. Should have 5+ years work experience as a paralegal in ..
Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..
Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..
Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..