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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 ..
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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..
Associate Attorney The candidate should preferably have 8+ years' experience in private practice in the areas of estate planning, taxation, and/or elder law. ..
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,..
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..
Job OverviewA law firm seeks experienced attorneys for its Port Washington, WI office. The firm is looking for skilled professionals in civil litigation, business transactions, employment, tax, and estate planning. Candidates ..
... seeks a Trusts and Estates Attorney for its Milwaukee, WI office. ... strategies.Collaborate with clients to develop estate plans.Draft and review legal documents ... and estates.Provide legal guidance on..
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,..
Associate Attorney The candidate will join law ... join law firm specializing in estate planning, probate, trust administration, real estate, and income tax. A minimum of two years’ ... Successful..
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..
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,..
... the full range of sophisticated estate planning, trust administration, and wealth management ... in the following: drafting complex estate plan and business succession planning documents for high net worth..
High Net Worth - Tax Manager / Senior Manager The ... complex individual, partnership, S-corp, trust, estate, gift and state tax returns. Lead multiple engagements that ... multiple engagements that..
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 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..
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,..
... firm is seeking an experienced Estate Planning Attorney in Milwaukee, Wisconsin, to handle ... Milwaukee, Wisconsin, to handle sophisticated estate and wealth planning matters. This hybrid role involves .....
... firm seeks a Trust and Estate Planning Associate with 1-4 years of ... relevant experience to join its Estate Planning Practice Group in Milwaukee, WI. ... engage in a..
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,..
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..