- Charles Schwab (Westlake, TX)
- …is required; JD, LLM, CPA, CTFA, AEP + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + Extensive experience advising ... products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides… more
- Deloitte (Austin, TX)
- …federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who ... has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an… more
- Charles Schwab (Westlake, TX)
- …and transform the finance industry together. Schwab is looking to hire an experienced attorney to join its Banking, Retirement and Trust Legal Group as Director ... + Will strongly consider a savvy, flexible bank lending attorney with experience handling a variety of...Familiarity with private banking offerings, including credit products and estate / trust law. + Demonstrated eagerness and ability… more
- Deloitte (Houston, TX)
- …(CFP) + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… 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
- Grant Thornton (Houston, TX)
- …you will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on ... the type of engagement and associate experience . Procedures may range from reviewing data input, utilizing...hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),… more