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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 Senior Manager - Private Client ... a focus on high-value quality tax advice and seek to expand ... and new clients for the tax practice. Interact directly with clients..
Tax Director or Manager - Industry ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
Trust and Estate Planning Attorney Responsibilities: Competent in drafting and ... Competent in drafting and implementing estate planning documents, including wills, trusts and ... documents. Advise on trust and estate..
Director, Real Estate Transfer Tax Duties: Develops and motivates engagement ... client inquiries and requests from tax authorities. Travels to client locations, ... client locations, as needed, for planning meetings,..
Private Client Services Tax Manager - Ultra High Net ... on a full spectrum of tax services including wealth transfer, charitable ... wealth transfer, charitable and retirement planning, and tax..
... AZ, is seeking an experienced Estate and Tax Planning and Native American Law Attorney with 3-8 years of relevant ... for providing legal counsel on estate planning, tax matters,..
... Glendale, AZ, is seeking an Attorney with a minimum of 5 ... minimum of 5 years of estate planning experience. The ideal candidate will ... have a strong background..
Experienced Associate, Family Office Tax Practice The candidate will provide ... The candidate will provide holistic tax compliance and consulting services for ... their owners and families. Provide tax compliance..
... advisors, and appraisers. Draft core estate planning documents (wills, revocable trusts, powers ... (wills, revocable trusts, powers of attorney, healthcare directives), spreadsheets, and diagrams. ... from start to finish..
... Tucson, AZ, is seeking an Attorney with a minimum of 5 ... 5 years of experience in estate planning. The successful candidate will play ... legal counsel to clients..
International Tax Senior Manager The candidate will ... on a variety of international tax planning and compliance matters, including in-bound ... cross-border individual income, gift & estate taxation, export tax..
Director, Advanced Planning The candidate will conduct 5 ... subjects including annuities, IRAs, retirement, estate and tax planning. Will deliver the highest quality ... affect the retirement and financial planning..
... generations. Provides the following comprehensive planning services to affluent clients: asset ... asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis,..
... Surprise, AZ, is seeking an Attorney with a minimum of 5 ... 5 years of experience in estate planning. The ideal candidate will possess ... will possess strong expertise..
Private Client Advisory - Tax Senior Manager - Estate Planning Duties: Guide clients through complex ... Duties: Guide clients through complex estate planning scenarios to meet their personal, ... wealth...
Tax Manager or Director The candidate ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
Tax Consultant II - Investment Management ... Investment Management - Private Wealth Tax Duties: The candidate will perform ... will perform high-level reviews of tax research of individual, fiduciary, partnership,..
Tax Senior Associate, Family Office Tax Practice Responsibilities: Provide holistic tax compliance and consulting services for ... fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns. Research..
Business Tax Manager - Real Estate The candidate will serve as ... review and analysis of complex tax returns. Work on multiple complex ... the firm. Serve as the Tax..
Estate Planning Tax Manager - Private Client Advisory ... Client Advisory Duties: Support complex estate planning engagements to meet our clients’ ... wealth. Research and consult on tax matters, primarily..
Phoenix office of a BCG Attorney Search Top Ranked Law Firm ... Ranked Law Firm seeks an estate planning attorney preferably with 4-8 years of ... experience with various aspects..