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... technical and legal expertise in estate planning to prospective and current donors ... to their advisors regarding the tax and charitable aspects of planned ... of experience in planned..
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 ..
Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
Attorney - Bequest Management The candidate ... candidate will communicate daily with estate and trust fiduciaries, legal counsel, ... documents related to trust and estate administration, including probate and tax..
Providence office of a BCG Attorney Search Top Ranked Law Firm ... seeks a private client associate attorney with 5+ years of experience, ... a law firm setting, in estate..
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..
... firm seeks a highly motivated attorney who has a strong interest ... has a strong interest in estate planning and estate settlement fields of law. This ... individuals and..
... & ASSOCIATES, LTD. is an Estate Planning & Probate law firm located ... closely with the firm's senior attorney in the preparation of estate planning documents and estate administration...
... firm seeks a highly skilled attorney who has experience in sophisticated ... who has experience in sophisticated estate planning and estate settlement. This position presents the ... individuals and..
... 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..
Tax Services Senior Analyst Seasonal – ... – FSO / Fiduciary Trust Tax Services – Providence The candidate ... will be responsible for: Performing tax research and preparing written tax..
Director, Real Estate Transfer Tax Duties: Play an instrumental role ... the development of the Real Estate Transfer Tax section of the Property Tax Consulting Practice. Plan, coordinate, and .....
International Tax Manager The candidate advances inbound ... candidate advances inbound and outbound tax return review for individuals and ... with their global advisors on tax planning decisions including income..