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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..
... delivering business succession, transactional advisory, estate, and financial plans to high ... (Financial, Private CPA, JD Practice) planning experience. Juris Doctorate, CPA & ... strongly preferred. Comprehensive knowledge on..
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,..
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..
... 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..
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..
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..
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,..
... which may encompass investment, retirement, estate, gift, and income tax planning, business succession, and exit planning, and risk management. Reviewing and ... management. Reviewing and analyzing flowchart estate planning..
Tax Manager - Estate, Gifts and Trust The candidate ... with high-net-worth clients on income tax, trust, estate, and inheritance tax planning and compliance. Review estate, trust, and gift tax..
Tax Manager - Industry Professional The ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
... organize decedent’s financial records, including tax returns, trust agreements, deeds, stock ... release of federal and state estate tax liens on real property and ... prepare Executor’s deeds. Consider..
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..
Real Estate and Estate Planning Attorney The candidate must be licensed ... legal documents for living wills, estate taxes, living trusts, and estate plans; experience in commercial real ... 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,..
... the decedent’s financial records, including tax returns, trust agreements, deeds, stock ... release of federal and state estate tax liens on real property and ... prepare Executor’s deeds. Consider..
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,..