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Tax - Director The candidate will ... high level personal financial and estate planning service. Will review trust, estate and foundation tax return. Research tax laws, prepare tax memorandums on..
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..
Senior - Real Estate Tax The candidate will be working ... accounting and taxation to provide tax compliance and consulting services to ... investment management clients. Identifying complex tax issues..
Temporary Part-time Associate Attorney or Senior Attorney The candidate will be responsible ... responsible for practicing business law, estate planning, and estate administration, working with legal staff ... and detailed..
... in Charlotte is seeking a Tax Associate Attorney or Of Counsel with a ... with a strong background in estate planning. The ideal candidate will play ... building and..
... a Trusts and Estates Associate Attorney with experience in estate planning, estate administration, charitable planning, and tax planning. Candidates currently enrolled in a ... Candidates currently enrolled in a..
Tax Manager The candidate will be ... be leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies. Presenting federal and state ... Presenting federal..
Charlotte office of a BCG Attorney Search Top Ranked Law Firm ... Firm seeks trusts and estates attorney with 5+ years of experience. ... draft both basic and sophisticated estate..
... Charlotte is seeking a skilled Tax Attorney with experience in mitigating tax burdens across various areas including ... including mergers and acquisitions, real estate transactions, business tax planning, nonprofit..
Senior Estate Planning Attorney The candidate will develop relationships ... Excellent academic record. Trial experience. Estate Planning, Wills, Trusts experience. Design and ... experience. Design and draft client estate plans,..
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,..
... seeking a Wealth, Trust & Estate Planning Associate Attorney with 2-4 years of general ... along with knowledge of federal estate and gift taxes. Job Duties:Provide legal ... taxes. Job Duties:Provide..
... to work with its dynamic tax, and trusts and estates team. ... and trusts, basic bookkeeping services, estate and trust administration, and preparing ... and trust administration, and preparing..
Senior Wealth Planning Analyst Duties: The candidate partners ... training and supervision of Wealth Planning Analysts and Junior Analysts, monitor ... monitor and disseminate best financial planning practices for the..
Associate Attorney or Senior Attorney The candidate will be responsible ... responsible for practicing business law, estate planning, and estate administration, working with legal staff ... and detailed probate inventories..
Counsel – Mortgage Loan Servicing The candidate will provide guidance typically to internal clients on legal matters to assist with legal risk assessment, planning and policy decisions, or claims against the ..
Estate Planning/Tax Attorney The candidate should have 0-5 ... of experience in trust and estate planning and administration, business planning and transactions, asset protection planning, and general tax law. Must..
... is seeking an experienced Taxation Attorney with a strong background in ... a strong background in mitigating tax burdens across various areas including ... including mergers & acquisitions, real..
Tax Partner- Real Estate Private Equity The candidate will ... perform partner-level compliance review and tax return signoff. Handle client consultations ... signoff. Handle client consultations on planning opportunities and..
Vice President -- Advanced Planning Consultant The candidate will support ... Collaborate with Private Client, Financial Planning, and LPL Insurance Associates team ... Associates team members. Specialize in tax implications..
Global Compliance and Reporting Real Estate Staff The candidate will be ... an evolving portfolio of complex tax operations to provide meaningful business ... demonstrating knowledge of the real estate,..