Adjunct Lecturer Tax Planning Wealth Management spring 2021

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Adjunct Lecturer, Tax Planning, Wealth Management (Spring 2021)
The candidate covers the rules governing the taxation of securities and financial instrument transactions entered into by individual and entities. The tax treatment of security, commodity and other financial instrument transactions are covered, with special emphasis placed upon transactions in stock, options, futures, foreign currencies and derivatives. The wash sale, straddle rules and other non-recognition rules are covered, as are the original issue and market discount rules. Should have Master’s Degree in a related area. Must have 10+ years’ experience with federal, state and international tax planning and compliance. Must have experience in a major accounting firm, law firm, or international company. Demonstrated project leadership experience, including a successful track record of completing deliverables on schedule are required. should preferably have Masters Degree in Tax, JD, or other related advanced degrees . CPA and CFP is desired.

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