Lawyer Personal Planning Jobs in Charlotte

Tax - Director The candidate will provide high level personal financial and estate planning service. Will review trust, estate and foundation tax return. Research tax laws, prepare tax memorandums on technical ..

Proposal Specialist Duties: Working under the direction of senior Business Development leaders, will work to expand our firm's impact by playing a key role in generating new business across one or ..

Personal Financial Services Tax - Manager - National The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve ..

Research Librarian The candidate will join a Research Services team. Will report to the Senior Library and Research Manager. As an active member of the national Library team, the candidate, working ..

Senior Estate Planning Attorney The candidate will develop ... academic record. Trial experience. Estate Planning, Wills, Trusts experience. Design and ... premarital agreements, and other estate planning documents. Represent clients..

... income, estate, and gift tax planning strategies to the high net ... of industries; provide innovative tax planning, consulting, and compliance expertise to ... market, sell, design, and implement..

Manager Compliance - Personal Securities Trading Duties: Lead onshore ... broad-reaching in nature. Support project planning activities including but not limited ... manner. Project manage the annual Personal Securities Trading..

Mergers & Acquisitions (M&A) Tax Manager The candidate will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, ..

THE POSITION As LendingTree's Contracts Administrator, you will be an addition to the legal department in support of contract drafting and management. RESPONSIBILITIES Work daily with legal and business teams to ..

... credentialed specialists to provide wealth planning, investments, private banking, risk management, ... Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning. Acts as the Core Team ... relationships. Develops..

Property Tax Senior Manager Duties: Demonstrate an understanding of complex commercial real and personal property tax concepts and effectively apply tax knowledge to client situations. Develop and deliver quality tax planning ..

... credentialed specialists to provide wealth planning, investments, private banking, risk management, ... Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning. Acts as the Core Team ... relationships. Develops..