- Robert Half Legal (Plano, TX)
- …legal guidance to clients navigating the Texas Probate System while also contributing to estate planning matters. Based in Plano, Texas, this position offers the ... process, managing cases from initial application to final distribution. * Draft essential estate planning documents such as wills, trusts, powers of attorney… more
- Charles Schwab (Westlake, TX)
- …to change. + Bachelor's degree required + Previous experience as a Tax, Trust, and Estate attorney strongly preferred + At least one of the following is ... Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to… more
- Wells Fargo (Austin, TX)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... 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
- Deloitte (Fort Worth, 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 (Houston, 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 (Austin, TX)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (Dallas, TX)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (Dallas, TX)
- …service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of ... maintaining a work-life balance. NFTS service lines provide tax planning and compliance support for the largest organizations across...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Project Management Professional (PMP)… more
- Deloitte (Dallas, TX)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... process. + Assisting with tax consulting projects including tax planning , restructuring, and due diligence + Assisting with engagement...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more
- Deloitte (Dallas, TX)
- …Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various industries. You ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more