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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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Director Gift Planning The candidate will develop, lead ... gifts, IRA’s, life insurance, real estate, business interests and other appreciated ... Executive Director, Office of Gift Planning. Proficient and versed..
Estate Plan Paralegal The candidate will ... Support Managing Partner in drafting estate planning documents (Revocable Living Trusts, Wills, ... Care Directives, Durable Powers of Attorney, Trust Transfer Deeds, etc.)..
Trust and Estate Planning Attorney Responsibilities: Competent in drafting and ... Competent in drafting and implementing estate planning documents, including wills, trusts and ... documents. Advise on trust and estate..
Senior Associate, Business Tax Services - Private Enterprise The ... Enterprise The candidate will provide tax compliance and advisory services to ... net worth individual, trust and estate clients. Prepare..
... two to four years of estate planning experience and a strong interest ... in family, financial, business, and tax matters.DutiesEngage in gift and estate tax planning.Administer estates and trusts.Participate..
Associate Attorney The candidate will join planning and administration group. Should preferably ... have prior exposure to drafting, estate planning, and estate and trust administration. Should have ... a working..
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 Manager - Indirect - Sales ... approaches to improve our clients' tax activities. Researching our clients' business ... data gathering and analysis, real estate and capital investment planning, and..
... two to four years of estate planning experience and a keen interest ... in family, financial, business, and tax matters.DutiesEngage in gift and estate tax planning.Administer estates and trusts.Participate..
Estate/Tax Attorney The candidate will be drafting ... The candidate will be drafting estate and business planning documents (e.g., revocable living trusts, ... assisting in developing complex wealth planning strategies;..
Seasonal Tax Senior Associate, Asset Management The ... Management The candidate will support Tax Managers and Partners in the ... fund industry (private equity, real estate and/or hedge funds). Accountable..
... law firm is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years ... for a detail-oriented and client-focused attorney who has a strong interest .....
... seeks a Trust and Estates Attorney with 5 or more years ... 5 or more years of estate planning experience to join its Tax Practice Team in Palo Alto,..
Tax Manager, Private Client Advisors The ... review and coordinate preparation of tax returns as it relates to ... individuals, primarily their personal income tax return as well as their..
Tax Manager / Director - Industry ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Research..
Senior Tax Manager, Private Client Advisors [EGT] ... will prepare and review of tax returns. Conduct online tax research. Develop and nurture long-term ... team in the development and planning..
Manager, State and Local Tax - Asset Management Duties: Participate ... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Participate..
... seeks a State and Local Tax Associate to join its team ... opportunity to work on complex tax matters across various industries and ... on corporate income and franchise..
Tax Senior Consultant, International Tax, Global Funds Tax Advisory - Real Estate & Infrastructure Tax Duties: Preparing and reviewing work ... reviewing work papers, allocations, and tax returns for partnerships..
Tax Senior Associate, Real Estate Transactions/Deals The candidate will structure ... The candidate will structure the tax aspects of multinational global private ... multinational global private equity real estate investments..
... law firm seeks an experienced tax attorney to join as Of Counsel ... leasing, investment funds, and real estate structures. The attorney will provide strategic advice and ... finance,..
Tax Senior Associate, Real Estate The candidate will support Tax Managers and Partners in the ... Take responsibility for overall engagement planning and job administration. Keep management ... client relationship..