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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 ..
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),..
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,..
... 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..
... and experienced Trusts and Estates Attorney to join their team. The ... in both basic and advanced estate planning. Experience with tax-exempt organizations and estate and trust administration is..
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..
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..
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 ..
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..
... and skilled Trusts and Estates Attorney to join their team. The ... have substantial experience in advanced estate planning, estate and trust administration, fiduciary litigation, and independent ... interaction..
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..
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,..
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..
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 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,..
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 ..