Minimum 1 year of estate and trust taxation * Solid accounting skills * Comprehensive understanding ... People Management/Relationships * Dedicates time to coaching...

... management of assigned Advanced Planning Professionals and/or Family Service Professionals ... estate planning with the intent to increase market share and...

Estate planning experience preferred, but not required. This position is well-suited to an individual who is dependable and reliable while planning and prioritizing work, can manag...

Managing and monitoring the workflow of the credit analysts. * Reviewing analysis prepared by the ... Preparing spreadsheets designed to quantify borrowers' personal...

You'll work directly with attorney Matt Zimmerman to help manage his caseload. This includes working on uncontested civil litigation matters such as probate, real estate, and...