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... individuals, or equivalent experience practicing tax/estate related law; ability to travel ... training in charitable gift planning, estate planning, personal trust administration and charitable tax law. Should have documented..
Associate Director, Estate & Gift Planning Duties: Reports to the Senior Director of Development for Estate and Gift Planning and assists the office with planning, implementing and directing a comprehensive planned ..
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 ..
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..
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 - Trust Duties: Reviews a variety of ... Duties: Reviews a variety of trust tax returns for multiple clients and ... returns for multiple clients and tax returns..
Associate Attorney The candidate will join elder ... focus solely on asset protection, estate planning, and elder care law. ... of firm as provide exceptional estate planning and elder care..
Wealth Management, Trust and Estates, Trust Administrator – Associate Responsibilities: Work ... Account Opening Group to open estate or trust accounts. Interpret the governing instrument ... fee schedules (when appropriate)..
Gift And Estate Tax Manager Responsibilities: Review a variety ... Responsibilities: Review a variety of tax returns for multiple clients including ... returns for multiple clients including estate, trust, gift..
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..
... law firm seeks an experienced attorney to join their Trusts, Estates, ... one year of experience in estate planning and estate and trust administration, with the ability to .....
A law firm in Columbus, OH, is seeking an experienced Associate Attorney capable of independently managing a diverse caseload. Ideally, the ideal candidate will bring substantial experience and a portable book ..
Gift And Estate Tax Manager Responsibilities: Review a variety ... Responsibilities: Review a variety of tax returns for multiple clients including: ... returns for multiple clients including: estate, trust, gift..
Estate Planning Associate The candidate should ... 3-5 years of experience drafting estate plan documents, including trusts, wills, ... including trusts, wills, powers of attorney, healthcare directives, and funding-related documents,..
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 ..
Associate Director of Estate and Gift Planning The candidate will initially report to the Assistant Vice President for Estate and Gift Planning to receive direct coaching and on-the-job training and will ..
Tax Services Senior Analyst – EDGE ... Analyst – EDGE – Fiduciary Trust Tax Services Responsibilities: Performing tax research and preparing written tax advice . Preparing tax information statements and..
Tax Specialist Duties: Specifically with Tax preparation and planning of Individual, ... preparation and planning of Individual, Estate, Gifts, and Trusts. Will be ... net worth clients on income tax,..
Wealth Management, Trust & Estates, Trust Administrator – Associate Duties: The ... Account Opening Group to open estate or trust accounts. Interpret the governing instrument ... fee schedules (when appropriate),..
... 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..