Tax Estate Planning Attorney Jobs in Lexington

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..

... a valued member of the Estate Planning and Tax Team, will grow and excel ... legal support to attorneys in estate planning, business entity formations, mergers and ... formations,..

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..

... their families, anticipating clients’ wealth planning and Private Bank service needs ... interpret, communicate an facilitate complex estate planning matters as part of the ... regard to fiduciary matters..

CORPORATE AND TRANSACTIONAL PARALEGAL The candidate will be researching laws, rules and regulations to fill out and file corporate, LLC, tax and UCC forms. Performing lien and litigation searches and analyzing ..

... serves as the primary Wealth Planning expert and resource for high ... includes proactive, high impact, multi-generational planning solutions based upon each client’s ... pieces focused on various financial..