Wealth Management Attorney Jobs in Louisville

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 ..

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 ..

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Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..

Data Technologist Tax Senior - Multistate Duties: Identifying opportunities to improve operational efficiencies and streamline workflows through the application of emerging technologies and implementing those ideas. Contributing to innovation efforts within ..

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..

Tax Senior Associate, Alternate Investments Duties: The candidate will support Tax managers and partners in the day-to-day management of the client portfolios. Take responsibility for overall engagement planning and job administration. ..

Tax Senior Associate, Alternate Investments The candidate's duties include: Support Tax managers and partners in the day-to-day management of client portfolio; Take responsibility for overall engagement planning and job administration; Keep ..

File and client management, formatting, proofreading and editing of ... using timekeeping software and document management systems Excellent writing, grammar, proofreading ... Possess strong organizational and time management skills, with..

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..

Asset and Wealth Management Tax Manager Duties: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage ..

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ..

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..

Senior Wealth Strategist Duties: The candidate serves ... candidate serves as the primary Wealth Planning expert and resource for ... disciplines and collaboratively developing a Wealth Strategy to propose. Remains..

Estate Planner The candidate will create relationships with Financial Advisors and discuss their most important and complex client estate planning situations. Will participate directly in client conference calls and meetings. On ..

Wealth Advisor The candidate will develop an intimate knowledge of the client’s entire financial and family situation. Establish a level of trust and confidence with the client so that any financial ..

Asset and Wealth Management Tax - Senior Manager Duties: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and ..