Trust Estate Associate Jobs in Milwaukee

Associate General Counsel – Healthcare and Research The candidate will provide legal advice and counsel, with emphasis on the Healthcare and research operations of the college. Will span such issues as ..

Associate General Counsel – Healthcare & Research Duties: Provide legal advice and counsel, with emphasis on the Healthcare and research operations of the College. Legal guidance will span such issues as ..

Planned Giving Director Duties: Under the supervision of the Senior Director - Major Gifts, will be responsible for planning and implementing estate planning programs to promote deferred giving by alumni, faculty ..

Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..

Tax Associate - Fall 2021 Candidate’s responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various ..

Instructor, Certified Financial Planning The candidate wil be responsible for all aspects of CFP© education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

... firm is seeking an experienced Estate Planning Attorney in Milwaukee, Wisconsin, ... Milwaukee, Wisconsin, to handle sophisticated estate and wealth planning matters. This ... on both foundational and advanced..

Estate Planning Clinic Director, temporary The ... oversight and further development of estate planning services for low-income Wisconisn ... engaged in work with the estate planning clinic. Maintain all client..

... and implement investment, banking and trust/estate products to core clients. Leverage ... coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to ... properly maintained and..

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 ..

Job OverviewA law firm seeks a Trusts and Estates Attorney for its Milwaukee, WI office. The ideal candidate will have significant experience in advising high net worth clients on complex wealth ..

Job OverviewA law firm seeks an Associate Attorney in Milwaukee, WI. This role involves engaging with clients to provide estate and financial planning services. The ideal candidate will be part of ..

... of experience in probate and trust administration. The role involves managing ... administration. The role involves managing estate administration matters and requires strong ... client communication skills.DutiesManage probate and..

High Net Worth - Tax Manager / Senior Manager The candidate will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s ..

Menomonee Falls office of a BCG Attorney Search Top Ranked Law Firm seeks an attorney preferably with 5+ years of experience in transactional, probate, and guardianship law. The candidate will meet ..

Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..

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 ..

Senior Fiduciary Officer The candidate works with the family office and its legal and accounting advisors to oversee proper execution of family trust and custody transactions and requests. Owns the relationship ..

Trust Operations Manager - Custody Accounts ... and deadlines are met for trust operations – custody team. Identifies ... between and among the whole Estate Planning team. Develops a strong..