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Senior Director of Gift Planning The candidate will assist in ... the Assistant VP of Gift Planning and oversees two planned giving ... individuals, or equivalent experience practicing tax/estate related..
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..
Tax Manager - Trust Duties: Reviews ... Reviews a variety of trust tax returns for multiple clients and ... returns for multiple clients and tax returns for high net worth..
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,..
Associate Attorney The candidate will join elder ... focus solely on asset protection, estate planning, and elder care law. Should ... of firm as provide exceptional estate planning and elder..
Associate Director of Estate and Gift Planning The candidate will initially report ... the Assistant Vice President for Estate and Gift Planning to receive direct coaching and ... Will assist..
Estate Planning Associate The candidate should have ... 3-5 years of experience drafting estate plan documents, including trusts, wills, ... including trusts, wills, powers of attorney, healthcare directives, and funding-related..
Gift And Estate Tax Manager Responsibilities: Review a variety ... Responsibilities: Review a variety of tax returns for multiple clients including: ... returns for multiple clients including: estate, trust, gift..
Indirect Tax Credits and Incentives Manager - ... approaches to improve our clients’ tax activities. Researching our clients’ business ... data gathering and analysis, real estate and capital investment planning,..
Tax Specialist Duties: Consult with high ... net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Conduct research using ... Reuters Checkpoint, BN and CCH..
... and experienced Trusts and Estates Attorney to join their team. The ... in both basic and advanced estate planning. Experience with tax-exempt organizations and estate and trust administration is..
Tax Manager - Real Estate Duties: Reviews partnership agreement and returns. Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process. Communicate directly with ..
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..
Gift And Estate Tax Manager Responsibilities: Review a variety ... Responsibilities: Review a variety of tax returns for multiple clients including ... returns for multiple clients including estate, trust, gift..
Global Compliance and Reporting Real Estate Senior The candidate will work ... candidate will work on multiple tax engagements and will contribute to ... to the delivery of quality tax..
... and skilled Trusts and Estates Attorney to join their team. The ... have substantial experience in advanced estate planning, estate and trust administration, fiduciary litigation, ... interaction and management...
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 - 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..
Tax Specialist Duties: Specifically with Tax preparation and planning of Individual, Estate, Gifts, and Trusts. Will be ... net worth clients on income tax, estate, trusts, and inheritance tax planning..
... Account Opening Group to open estate or trust accounts. Interpret the ... fee schedules (when appropriate), and tax records. Communicate with beneficiaries and ... and trust documents for legal,..
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..
... to hire a full-time Associate Attorney to join our legal team ... help change the practice of estate planning and elder care law ? ... ? Are you a..