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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 ..
Instructor, Certified Financial Planning The candidate wil be responsible ... 5+ years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or estate..
... the full range of sophisticated estate planning, trust administration, and wealth management ... Qualified candidates must have sophisticated estate plan drafting, estate and trust administration, estate and gift tax..
Wealth Planning Associate The candidate will build ... issues, economic conditions, and ever-changing tax laws. J.D. from an ABA ... experience in creating and implementing estate plans, the administration of..
Tax Manager or Director The candidate ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
Private Client Services Senior Associate, Tax The candidate assists in providing ... The candidate assists in providing tax compliance and consulting services to ... towards CPA, CFP, Master's in Tax,..
... Will have experience in sophisticated estate planning for high net worth individuals, ... individuals, including designing and drafting estate planning documents, trust and estate administration, planning strategies to minimize..