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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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Attorney The candiadate should have 2+ years of experience to handle corporate, business and tax matters, estate planning and probate/trust administration. Existing business or clients is desirable but not required...
Senior Trust Advisor II The candidate will ... The candidate will serve as Trust Advisor for clients with more ... interpret, communicate an facilitate complex estate planning matters as part..
... OverviewA law firm seeks an Estate Planning and Tax Associate Attorney in Cincinnati, OH. This role ... review wills, trusts, powers of attorney, and other estate documents.Handle all probate..
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..
... their cash flow and income tax situation, their family tree and ... the current structure of the estate and wealth transfer plans, supervising ... a high level, current preliminary..
Trust Advisor The candidate will serve ... The candidate will serve as Trust Advisor for clients with over ... develop, interpret, communicate and facilitate estate planning matters as part of..
Estate Planning Associate Attorney The candidate's duties include: Drafting ... to draft and execute wills, trust, and other estate planning documents. Maintain client relationships, ... Understanding of state and federal..
Estate Planning and Probate Paralegal The ... with all aspects of probate, estate planning, and tax matters. Preparation of probate pleadings ... with and securing documents regarding estate assets from..
VP Charitable Estate & Gifts Planning Duties: Reporting ... and support donors with their estate and gift plans by educating ... matters related to planned gifts, estate/trust issues and other..
Global Compliance and Reporting Real Estate Manager The candidate will analyze an evolving portfolio of complex tax operations to provide meaningful business insights. Will identify potential opportunities and risks and communicating ..
Legal Secretary The candidate must have 3+ years of work experience in a law firm or court setting. Must have experience and knowledge in Probate, Estate Planning and/or Real Estate. Must ..
... and reviews and monitors all estate planning documents periodically to ensure ... bank and to provide well-coordinated estate, tax and financial planning alternatives to ... meet client’s needs. Facilitate..
Private Bank National Practice Leader The candidate serves as a national leader to drive growth through the development of strategy, go-to-market program and resources. Serves as sales liaison for the Private ..
... OverviewA law firm seeks a Trust and Estates Attorney in Cincinnati. The firm specializes ... The firm specializes in sophisticated estate planning and offers opportunities to ... on complex..
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 Specialist Duties: Consult with high ... net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Conduct research ... Reuters Checkpoint, BN and CCH tax..