Wealth Management Attorney 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 ..

Director Of Planned Giving The candidate expands planned giving through identifying, cultivating, educating, soliciting and stewarding prospects for outright, planned and estate gifts in support of the Greater Commitment Campaign, meeting ..

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 ..

Job OverviewA law firm seeks an Associate Attorney in Tulsa, OK. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic ..

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 ..

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 ..

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 ..

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 ..

Job OverviewA law firm seeks an experienced attorney with a minimum of 8 years in estate planning to join their Wills, Trusts & Estates practice group in Tulsa, Oklahoma. This role ..

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 ..

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 ..

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 ..