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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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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 ..
Senior Trust Officer & Relationship Manager Responsibilities: ... they need to be. Financial Planning. Tax Planning. Administrative Reviews. Serve as member ... Reviews. Serve as member of Trust Administration Committee..
Estate Planning Paralegal The candidate will be ... with our attorneys on drafting estate plans, such as wills, trusts, ... as wills, trusts, powers of attorney, healthcare directives, etc. Will..
Senior Tax Manager The candidate will review individuals, trusts, estates, gift taxes and flow through entities. Will supervise and develop associates. Interact closely with clients year round to provide innovative tax ..
Paralegal - Probate, Trust Admin, Estate Plan The candidate will handle ... of assets, and closing. Administer trust-related matters, preparation of initial notices ... handle client correspondence/meetings pertaining to trust..
... law firm seeks an experienced Estate Planning Attorney in Portland, ME. The ideal ... have a strong background in estate planning and probate law, excellent communication ... legal advice..
... The candidate will prepare individual, trust, estate, partnership and corporate tax returns. ... spectrum of tax services including planning, research, and compliance. State and ... US domestic and foreign..
Senior Director of Gift Planning Duties: Provide leadership and management ... and management to the gift planning team as well as mentorship ... program staff. Oversight of Gift Planning Program..
Trust and Estate Attorney The candidate will work on ... experience assisting families with their estate planning, estate administration and wealth preservation needs. ... experience with preparing gift and estate..
... law firm seeks a skilled Estate Planning Attorney in Portland, OR. The ideal ... 3-5 years of experience in estate planning, including drafting wills and trusts, ... requires a..
... an experienced Trusts & Estates Attorney to join their practice in ... have a strong background in estate planning and probate matters, with a ... to providing excellent client..
Tax Senior - Private Equity And Real Estate Practice The candidate will focus on tax compliance and some compliance review of private equity, venture and real estate funds, and serve as ..
... Portland is seeking an experienced Estate Planning/Probate Attorney to join its team. The ... 3-5 years of experience handling estate planning and probate matters, with specific ... knowledge of..
... lawyer who focuses on taxable estate planning, trust and estate administration, closely-held business succession planning, and related transactions. The position .....
... OverviewA law firm seeks an Estate and Trust Practice Attorney to join their team in ... within one of the largest estate and trust practices in the Pacific Northwest...
... law firm seeks an Associate Attorney specializing in Estate Planning to join their team in ... diverse client base, focusing on estate planning, trusts, and related legal areas. .....
... providing comprehensive legal services in estate planning, business succession, and trust administration. The ideal candidate will ... materials to support client needs.Oversee estate and trust administration, including probate and..
... law firm seeks an experienced Estate Planning Attorney in Portland, OR. The successful ... five years of experience in estate planning, including drafting wills and trusts, ... including drafting..
Trusts - Estates Paralegal The candidate will prepare draft estate planning documents, including wills, trusts, powers of attorney, and advance directives under the supervision of a lawyer; Work with supervising attorneys ..
... firm is seeking a partner-level attorney to join their Land Use ... title and easements, land title, planning, and regulatory proceedings. The firm ... and contract disputes.Advise clients on..