- Charles Schwab (Westlake, TX)
- …strongly preferred; JD, LLM, CPA, CTFA, AEP + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + Extensive experience ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...120-day condition of employment) + 5-10 years client facing experience + At least one of the following is… more
- Robert Half Legal (Plano, TX)
- …license to practice law in the state of Texas. * Minimum of 1-3 years of experience in estate planning and probate law preferred. * Strong drafting skills with ... Description We are looking for a dedicated Attorney to join our team on a contract-to-permanent...navigating the Texas Probate System while also contributing to estate planning matters. Based in Plano, Texas, this position… more
- Wells Fargo (Austin, TX)
- …in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of at… more
- UMB Bank (Austin, TX)
- …excited to talk with you if:_** + If you have five years of Commercial Real Estate loan Coordinating experience + You demonstrate understanding of Article 9 + If ... having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner… more
- Deloitte (Houston, TX)
- …(CFP) + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...may be available + 5+ years of public accounting experience (at least 3 years in investment management) +… more
- Deloitte (Fort Worth, TX)
- …+ Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- ERCOT (Taylor, TX)
- …It is the cornerstone of our corporate values of accountability, leadership, innovation, trust , and expertise. We know that individuals with a wide variety of ... today and in the future. The ERCOT Legal Department is seeking an experienced attorney to join its team as a Corporate Counsel. The ideal candidate will have… more