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Program Director of Gift Planning Duties: Will be responsible for carrying a prospect portfolio of 75-100 donors. Utilizing the tenets of moves management, prospects will be moved through the pipeline and ..
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Program Director of Gift Planning The candidate will be responsible for carrying a prospect portfolio of 75-100 donors. Utilizing the tenets of moves management, prospects will be moved through the pipeline ..
Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..
International Tax Associate The candidate serves clients on a variety of international tax planning and compliance matters under the supervision of professionals. Assists in building an awareness of international tax issues ..
International Tax Senior Manager The candidate conducts research related to international tax issues to maintain and expand knowledge base. Serves clients on a variety of international tax planning and compliance matters ..