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Tax - Manager - Trust and Estates The candidate will ... high level personal financial, income tax and estate/trust planning services. Will review trust, estate and foundation tax returns. Research..
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Program Director, Gift Planning Duties: Work closely with benefactors, other development officers, faculty, staff, and key volunteers to explore creative, tax-efficient ways for donors to support the university while accomplishing various ..
Program Director, Gift Planning Duties: Work with benefactors, other development officers, faculty, staff, and key volunteers to explore creative, tax-efficient ways for donors to support the university while accomplishing various financial ..
... which may encompass investment, retirement, estate, gift, and income tax planning, business succession, and exit ... management. Reviewing and analyzing flowchart estate planning documents and drafting initial ... to..
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 ..
Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
... the decedent’s financial records, including tax returns, trust agreements, deeds, stock powers, and ... release of federal and state estate tax liens on real property and ... prepare Executor’s..
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..
Estate Settlement Administrator II The candidate ... as opening accounts on the trust system, preparing records, making payments ... required for proper administration and tax return preparation. Administers assigned accounts..
Real Estate and Estate Planning Attorney The candidate must be licensed ... legal documents for living wills, estate taxes, living trusts, and estate plans; experience in commercial real ... plans;..
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,..
... organize decedent’s financial records, including tax returns, trust agreements, deeds, stock powers, and ... release of federal and state estate tax liens on real property and ... prepare Executor’s..
Senior Manager, Tax, Trust & Estate - Wealth Strategies Group The ... subject matter expert on sophisticated trust, estate and income tax questions and issues. Uncover unstated ... drive referrals...
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 Senior Manager | Private Client ... consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as ... a subject matter expert. Providing tax compliance and tax advisory..
Tax Manager - Estate, Gifts and Trust The candidate will consult with ... with high-net-worth clients on income tax, trust, estate, and inheritance tax planning and compliance. Review estate, trust,..
Chief Financial Planning Officer The candidate will hire and manage key financial planners to cover various markets. Manage goals-based planning approach for all client-facing advisors in the Wealth Group. Financial Planning ..