Trust Estates Counsel Jobs

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 ..

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 Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..

Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..

Associate The candidate should have 3 to 5 years of experience, licensed to practice in Ohio. Candidates with experience in business transactions, corporate law, estate planning, federal and state tax compliance ..

Indirect Tax Credits and Incentives Manager The candidate will be analyzing an evolving portfolio of complex business operations to provide meaningful insights into statutory and discretionary incentives which are key to ..

Global Compliance and Reporting Real Estate Senior The candidate will work on multiple tax engagements and will contribute to the delivery of quality tax planning and compliance services for real estate ..