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Director of Planned Giving The candidate will be responsible for the development, promotion and implementation of the program including oversight of the development of comprehensive plans for soliciting and securing major ..
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..
... legal documents in relation to estate and business succession planning. Will undertake technical research on ... Will undertake technical research on estate planning and compliance matters for internal .....
... will perform high-level reviews of tax research of individual, fiduciary, partnership, ... individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and ... and gift work papers and..
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..
... or CISA. Participate in pre-audit planning for engagements, conduct interviews and ... CIA, CMA, or CISA. Prepare tax returns, including supporting work papers ... partnerships, estates, trusts, non-profits, etc...
Tax Staff - 2021 The candidate ... candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by ... providing a full spectrum of tax services..
Attorney: Transactional The candidate must have 5+ years of focused experience and a fully-developed or partially-developed book of business. Help service established clients in the area of business transactions, entity formation ..
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..