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Gift Planning Officer Responsibilities: Implement strategies and ... promote planned giving vehicles (real estate, unitrusts, annuity trusts, bequests, life ... life insurance, etc), convey the tax advantages and describe how..
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..
Estate Planning Attorney The candidate will be responsible ... prepare explanatory memoranda for various estate, gift, and generation skipping planning issues. Review legal documentation for ... for accuracy and conformity..
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,..
Tax Associate - Fall 2021 Duties: ... Associate - Fall 2021 Duties: Tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting .....
Tax Director - Industry Professional The ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Manage..
... in Wichita is seeking an Estate Planning Associate Attorney to join their team. The ... to join their team. The Estate Planning Associate Attorney will be responsible for providing..
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 .....
Private Client Advisor Duties: The candidate will deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families. Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and ..
... 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...
... including discretionary distributions, document interpretation, tax preparation and compliance, and account ... Wealth Advisors, their clients and estate planning professionals. Assist in the coordination ... the client's overall investment,..
... ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more. Expected ... client including investment management, retirement planning, education planning, tax and accounting..