- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and business planning . 2. Proven ability to get… more
- Texas Tech University (TX)
- …record of effective teaching in courses such as Wills & Trusts, Property, and/or Estate Planning . 2. An established record of scholarly publications in wills & ... trusts, property, estate planning , or intersecting areas of legal scholarship. 3. A commitment to, and/or demonstrated experience in, supporting and engaging… more
- Wells Fargo (Austin, TX)
- …deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- PNC (Houston, TX)
- …their portfolio. + Creates floorplan test fits based on requests from real estate planning lead.Works with Property Managers and other partners to appropriately ... Real Estate , Relationship Building, Strategy Development, Trusts and Estate Planning **Competencies** Accuracy and Attention to Detail, Analytical… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …while driving strategic financial planning . This role focuses on tax planning , compliance, estate planning , financial statement preparation, and asset ... + Provide actionable insights to clients, with a focus on estate planning and wealth management. + Oversee financial statement preparation and ensure… more
- CanACRE (Spring, TX)
- …Perform other duties as assigned. QUALIFICATIONS Education + Post-secondary degree in planning , real estate , energy or environment or related disciplines. ... that promotes inspired and empowered team members who make an impact. The Planning Manager, Transmission and Right of Way will be responsible for evaluating federal,… more
- Fox Rothschild LLP (Dallas, TX)
- …(including but not limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust ... planning , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's… more
- Deloitte (Dallas, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... 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 (Dallas, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... 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
- USAA (Plano, TX)
- …planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care ... Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement… more