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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 ..
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..
Instructor, 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 to ..
Probate & Estate Attorney The candidate should preferably have ... which may include: probate and estate administration, preparation of wills, powers ... preparation of wills, powers of attorney, trusts, guardianships,..
Tax Associate - Fall 2021 Candidate’s ... Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting .....
... Hill office of a BCG Attorney Search Top Ranked Law Firm ... Firm seeks trusts and estates attorney with 5+ years of experience. ... draft both basic and sophisticated..
Wealth Strategies Associate Attorney The candidate should have 4+ ... have 4+ years of substantial estate planning, trust and probate estate administration experience. Experience with tax issues related to mergers..
... law firm is seeking a Tax Associate Attorney or Of Counsel to join ... building and expanding the existing tax practice, with significant client interaction ... years of relevant..
... and maintain administration file. Update Estate Planning Data Form for client's review ... deadlines. Review and summarize existing estate planning documents and asset listings. Maintain ... distribution), trust agreements,..
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,..
Trust and Estates Attorney The candidate should have have ... drafting wills, trusts, powers of attorney, and other estate planning documents; charitable organization advice; and ... required. LLM in taxation..
We are seeking an experienced Attorney to join our Tax, Estate Planning & Probate practice group. Candidates ... proficient with all aspects of estate planning and probate and corporate and..
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..
... in Columbia is seeking a Tax Associate Attorney or Of Counsel to join ... role in building the existing tax practice, engaging in significant client ... years of relevant..
... directly with sophisticated clients on estate planning and administration matters. Draft standard ... and administration matters. Draft standard estate planning forms and other legal documents ... other legal documents..
Vice President -- Advanced Planning Consultant The candidate will support ... Collaborate with Private Client, Financial Planning, and LPL Insurance Associates team ... Associates team members. Specialize in tax implications..