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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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Estate Planning Associate Candidate should have 5-8 years' estate, wealth and tax planning experience, specifically with high-net-worth individuals, families and privately-owned companies. Must have a strong business and tax background with ..
Private Client Services Tax Manager The candidate will be ... team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. Will mainly ... office clients. Work with the tax..
Private Client Services - Tax Senior Associate Duties: Work across ... in the following areas: Individual tax planning and compliance, Entity tax planning and compliance, Trust / Estate / Gift..
... 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..
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..
... law firm seeks an Experienced Estate Planning Attorney in Houston, TX. The attorney will provide expert legal counsel ... provide expert legal counsel in estate planning, including wills, trusts,..
Senior Trust Advisor Duties: Manages complex wealth ... duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset ... clients on products/services, emerging issues, regulatory/tax..
Tax Associate - Winter 2021 The ... 2021 The candidate will do tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of ... supporting..