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Paralegal, Investments Duties: Assists and provides a range of legal and administrative support to five attorneys and other professional staff in the Investments Office, working closely with one other paralegal. Maintains ..
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 ..
Tax Accountant 5 Duties: The candidate ... contracts before closing to assess tax reporting responsibilities for the Real ... as well as for the Tax Operations team which handles withholding..
Part-Time/Flex Tax Professional The candidate will prepare ... review federal and state income tax returns for high net worth ... with clients to provide innovative tax planning, consulting, and compliance..