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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..
Associate Attorney The candidate should preferably have 8+ years' experience in private practice in the areas of estate planning, taxation, and/or elder law. ..
... 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..
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,..
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..
... Trusts And Estates Litigation Associate Attorney with 0-5 years of experience ... 0-5 years of experience in estate planning, trust administration, and fiduciary litigation. ... trust modification and reformation,..
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..
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..
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..
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..
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..
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,..
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 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 .....
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,..
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 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..
... law firm is seeking an Estate Planning and Probate Attorney for their office in Waukesha, ... a detailed job description:Job Overview:The Estate Planning and Probate Attorney will be responsible..
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..