- Boston University (Boston, MA)
- **Part-time Lecturer, Advanced Estate Planning , Graduate Tax Program, Boston University School of Law** **Job Description** **Part-time Lecturer, Advanced ... more
- Robert Half Finance & Accounting (New York, NY)
- …estate partnership, K1, HNW, C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support the month end close + Working ... more
- Robert Half Legal (Walnut Creek, CA)
- …skills (written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - ... more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and/or training approved by Human Resources. **Licenses/Certifications** * JD with estate planning background required. LL.M. in tax or estate ... more
- Hamilton College (Clinton, NY)
- …preferred. *Individuals with relevant experience in financial planning , wealth management, tax advising, estate planning or legal background will be ... more
- Robert Half Finance & Accounting (Berkeley, CA)
- …external resources to meet client objectives in areas such as Investment Management, Estate Planning , Tax Strategy, Risk Mitigation, and General Financial ... more
- JPMorgan Chase (Houston, TX)
- …Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... more
- Cherry Bekaert (Elgin, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... more
- Cherry Bekaert (Louisville, KY)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... more
- US Bank (Minneapolis, MN)
- …possesses deep and broad planning knowledge; understands the intricacies of Estate , Tax and Financial Planning ; utilizes an entrepreneurial approach ... more
- Broadridge Financial Solutions (Andover, MA)
- …join the Broadridge team. Broadridge is Growing! Were seeking a Senior Editor who is a tax / estate planning specialist to join our editorial team. In this job ... more
- HUB International (Rockville, MD)
- …have strong expertise in ** estate planning , business succession planning , annuities, long-term care, life settlements, and tax -efficient wealth transfer ... more
- Robert Half Legal (Mclean, VA)
- …attorneys in our law firm, focusing on residential and commercial real estate , tax law, estate planning , and business law. Responsibilities: * Coordinate ... more
- Robert Half Finance & Accounting (Houston, TX)
- …and attorneys to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently ... more
- Vanguard (Malvern, PA)
- …and resource advisors across four financial planning domains (Retirement Planning , Tax Planning , Legacy & Estate Planning , and Behavioral ... more
- Zions Bancorporation (Salt Lake City, UT)
- …+ Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and ... more
- Commerce Bank (Leawood, KS)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax , estate planning , insurance, lending, credit and banking ... more
- Fox Rothschild LLP (West Palm Beach, FL)
- …will work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or ... more
- Robert Half Legal (Los Angeles, CA)
- …and estates paralegal will have: + 5+ years of transactional law experience + Tax , estate planning , wealth transfer, and/or probate administration experience ... more
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