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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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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 ..
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..