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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 Planned Giving The candidate directs and manages the planned giving program at College in the Division of Alumni and College Relations. Will have primary responsibility for gifts of estates, ..
... 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..
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,..
... OverviewA law firm seeks an Estate Planning Attorney to join their remote team. ... providing expert legal support in estate planning, wills, and trusts, with ... clients.Develop and manage..
... banking relationships, 401K investments/Plan Administrator, tax reporting, trust accounting, payroll and other financial ... hours & fees, WIP, responsible attorney etc., review of accounts payable ... collection as directed..
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 ..
Senior Trust Advisor The candidate will serve ... The candidate will serve as Trust Advisor for clients with more ... interpret, communicate an facilitate complex estate planning matters as part..
... situation. Establish a level of trust and confidence with the client ... and external resources to meet estate and financial planning goals of ... to understand, apply and communicate..
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..
Paralegal Duties: As a valued member of the Estate Planning and Tax Team, will grow and excel in new and challenging engagements and projects. Provide legal support to attorneys in estate ..
Tax Consultant II - Real Estate Tax The candidate will be providing ... and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real ... Private..
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,..
Visiting Assistant Professor The candidate work include Torts, Decedents’ Estates and Trusts, Family Law and Criminal Procedure: Judicial Process and supervision of the School’s Externship Program. Will be asked to teach ..
Estate Planner The candidate will create ... most important and complex client estate planning situations. Will participate directly ... research information to answer specific estate planning questions and to create..