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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..
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 ..
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 ..
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..
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 ..