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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 ..
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 ..
Corporate Tax Attorney The candidate should have 3-5 ... and/or state and local business tax issues in connection with partnerships, ... joint ventures, S corporations and tax-exempt organizations. Should also..
Rochester office of a BCG Attorney Search Top Ranked Law Firm ... seeks trusts and estates associate attorney with 3+ years of progressively ... operating and shareholder agreements. Quantify tax..
A law firm seeks a Trust and Estates and Medicaid Attorney for its Rochester, NY location.Job ... its Rochester, NY location.Job Overview:The Trust and Estates and Medicaid Attorney will work..
Senior Manager, Business Tax Services - Private Clients HNW ... accountable for delivering high quality tax service and advice and play ... growing the firm's private client tax practice, which..
Trust Counsel The candidate will provide ... will provide clients with complete trust, estate and investment management services; this ... assigned accounts; review wills and trust agreements and determine fiduciary..
... in Rochester, NY, seeks a Trust and Estate Associate Attorney with 4-6 years of experience. ... strong background in high net-worth tax and estate planning, wealth preservation, charitable giving,..
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..
Trust & Estates Paralegal The candidate ... documents related to the client’s estate. Assist in valuing the assets ... valuing the assets in the estate. Prepare documents and assist with..
Trust Officer The candidate will administer ... trusts through the review of trust documents establishing scope of trustee ... matters and submits to the Trust Committee for approval as required...
Wealth Management, Trust & Estates, Trust Officer – ED The candidate ... ED The candidate will analyze trust documents for legal, tax, administrative, and investment issues and ... investors to..
... of cases. Demonstrative knowledge of Trust & Estates law, Public Benefit ... legal proceedings, and processes. Handles estate planning and/or estate administration, public benefits applications, elder ... products and..