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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,..
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 ..
... the following areas: Individual tax planning and compliance. Entity tax planning and compliance. Trust / Estate / Gift tax planning and compliance. Will continue to ... and execute tax..
Junior Associate The candidate will participate in the firm’s business development activities and must be comfortable working with elderly individuals, individuals with disabilities, and their families. Should have 1-3 years of ..
Part Time Mid / Senior-Level Trust & ... businesses on tax, trust and estate and business succession matters. Should ... recommending, and finalizing sophisticated wealth planning strategies and documents including..
Part-time Trusts & Estates Associate The ... businesses on tax, trust, and estate and business succession matters. Must ... recommending, and finalizing sophisticated wealth planning strategies and documents including Family..
... tax returns that are often part of a family office group. ... on quarterly and year-end tax planning and projections. Provide tax solutions ... fund investments, intra-family gifting and..
Senior Associate, NYFS State & Local Tax The candidate will work with the firm extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with ..
... Paralegal The candidate will be part of the Elder Law team, ... Guardianships, preparing Advance Directives, preparing Estate documents and filing with the ... on all interested parties. Draft..
Part-Time Paralegal The candidate should be an experienced litigation paralegal in the areas of Family Law, Divorce, and Estate Planning. Must be knowledgeable in Microsoft Office 365 and its components. Document ..
Senior Associate The candidate will work for trusts and estates, contested guardianship, and estate litigation practices. Will have extensive client contact and will maintain a regular schedule of hearings, court appearances ..
Tax Senior - Real Estate Services The candidate will collaborate with and assist in the professional development of other tax professionals serving the valued clients. Participate in client proposals and other ..
Tax Senior - Real Estate Services Duties: Provide tax compliance ... through entities in the real estate, private equity and emerging business ... emerging business industries. Work as part of..