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Part-time Instructor, Certified Financial Planning The candidate will be responsible ... follow-up as requested. Run class time schedule in accordance with course ... requirements as dictated including attendance, time schedule,..
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... the following areas: Individual tax planning and compliance; Entity tax planning and compliance ; Trust / ... and compliance ; Trust / Estate / Gift tax planning and compliance...
Associate/ Senior Associate, Private Client Services Duties: Providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international ..
Legal Assistant Part-time Responsibilities: Preparing estate and incapacity planning documents, deeds, and other client ... and other client documents under attorney supervision and direction. Creating, formatting, .....
... use knowledge of investments, financial planning, credit and banking to both ... new client acquisition. Will be part of a local team and ... asset allocation, investment management, wealth..
... seeking a Trusts and Estates Attorney to provide comprehensive legal counsel ... provide comprehensive legal counsel in estate planning, tax planning, business succession, charitable giving, and ... succession, charitable..
Legal Assistant Candidate must have 5+ years’ prior secretarial experience in a law firm. Must have experience in estate planning, probate, guardianship and civil litigation matters. Recent experience should include preparation ..
Part-time Legal Assistant The candidate will ... candidate will provide support to attorney and enhance office effectiveness. Will ... and juggle calendars. Experience with estate planning preferred. Must have proven..
... with excellent benefits Rare permanent part time role! Seeking an excellent Practice ... authors in our commercial Real Estate team. Who are we? We ... Dynamism About the role..
Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
Legal Assistant The candidate responsibilities : Provide administrative support to lawyer; Handle communication with clients; Schedule Virtual Meetings with Attorney and Potential Clients; Frequent Data Entry; Assist with Firm Social Media ..
Part-time Instructor, Certified Financial Planning The candidate will serve as ... the CFP© exam the first time and to become better financial ... follow-up as requested. Runs class time schedule..
Estate Planning Paralegal Part-Time The candidate will drafts legal ... analysis to attorneys. Meets with attorney, clients, and other professionals to ... summaries of their statements. Assists attorney with hearing..