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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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Director of Gift Planning The candidate will be responsible to manage portfolio of 50-100 planned giving prospects; Develop and implement strategies to engage, cultivate, solicit and steward prospects for outright and ..
Wealth Preservation Associate The candidate should have 2-5 years of experience with estate planning and administration, including drafting sophisticated estate planning documents. Experience with business succession planning and general tax knowledge ..
... TX, is seeking a knowledgeable Tax and Estate Planning Attorney to join their esteemed practice. ... entrepreneurs on all facets of estate planning, including tax implications, asset management, gifting..
Associate Attorney The candidate will shadow and ... aspect of their role as estate planning, elder law, and probate ... Will attend client meetings, design tax, business and estate plans,..
Tax Staff - 2021 The candidate ... The candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by ... providing a full spectrum of tax..
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..
Associate Attorney Responsibilities: Shadow and emulate the Principal Attorneys in every aspect of their role as estate planning, elder law, and probate practitioners in the pursuit of both growing our existing ..
... on wealth planning matters, including: Estate, gift and income tax planning, Transition event planning, Business ... ascertain how such laws affect tax efficient trust and company structures and insurance..
... for a full range of estate planning matters by providing assistance ... case management. Preparation of Gift Tax Returns, Estate Tax Returns, Individual Income Tax Returns, and Fiduciary Income..
Trust Settlement Officer Responsibilities: Oversee the ... Oversee the settlement of the trust, including distributions and coordination with ... distributions and coordination with investments, tax and operations. Interpret and apply..