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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 ..
Part-time Instructor, Certified Financial Planning The candidate will serve as ... 5+ Years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or..
... 34 years of experience drafting estate planning and trust administration documents, including ... wills, trusts and powers of attorney. The candidate will be preparing ... candidate will be preparing..
Tax Associate - Fall 2023 The ... candidate will be responsible for tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting .....
Trusts & Estates Planning Associate - Junior or Mid-Level The candidate should have 2+ years of experience in estate, tax and business succession planning, as well as the administration of estates. ..
... Will have experience in sophisticated estate planning for high net worth individuals, ... individuals, including designing and drafting estate planning documents, trust and estate administration, planning strategies to minimize..
Tax Senior Manager - Business Tax Services - Investment Management - ... will perform high-level reviews of tax research of individual, fiduciary, partnership, ... individual, fiduciary, partnership, closely-held corporations, estate,..
Senior - Real Estate Tax The candidate will work within ... accounting and taxation to provide tax compliance and consulting services to ... management clients. Will identify complex tax issues..
Tax Planning Associate The candidate will perform ... will perform reviews of individual tax returns, business tax returns, and information on end-clients ... returns, and information on end-clients tax situation,..
Senior - Business Tax Services - Investment Management - ... will perform high-level reviews of tax research of individual, fiduciary, partnership, ... individual, fiduciary, partnership, closely-held corporations, estate, and gift..
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,..
Estate Planning Attorney The candidate should have experience ... candidate should have experience in estate planning, probate, and/or tax planning. Strong academic credentials and excellent ... grasp technical concepts involving..
Seasonal Senior Associate, Tax Financial Services The candidate will ... Services The candidate will support Tax Managers and Partners in the ... fund industry (private equity, real estate and/or hedge..
... TX, seeks a Probate Associate Attorney to handle estate and probate cases. This position ... have experience in probate law, estate planning, and related legal fields. The ... a..
... Apply knowledge of fiduciary and estate planning strategies to benefit clients and ... advisors about such strategies and planning documents. Review tax returns and supporting documents. Review ... beneficiaries,..
... a related field to real estate activities such as buying, selling, ... mortgage lending, commercial banking/commercial real estate, property management, real estate paralegal experience, or title conveyance. ... None...
... on a full spectrum of tax services including wealth transfer, charitable ... wealth transfer, charitable and retirement planning, and tax compliance. Supervise staff and assist ... with the execution..
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,..