• Sr. Manager, Tax , Trust & Estate…

    Charles Schwab (Westlake, TX)
    …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Specialist will be the subject matter authority in all implications of a client's Tax , Trust and Estate needs. **What you have** As a Tax , Trust & Estate… more
    Charles Schwab (09/28/25)
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  • Tax Specialist

    Westdale Asset Management (Dallas, TX)
    … Estate Partnerships? Do you have a solid understanding of real estate tax technical and transaction skills, including partnership taxation, operating ... be responsible for preparing and reviewing federal and state income tax returns mainly in the real estate context. You'll work on complex tax returns for… more
    Westdale Asset Management (11/08/25)
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  • Tax Manager

    Moss Adams LLP (Houston, TX)
    …**Responsibilities** : + Advise clients on corporate, partnership, individual and trust and estate tax services + Oversee the calculation and analysis of ... ** Tax Manager** **Description** At Moss Adams, we champion...complex and interesting business challenges. **Introduction to the team** Tax Services' teams deliver quality tax solutions… more
    Moss Adams LLP (09/16/25)
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  • Private Wealth Services - Tax Senior…

    Grant Thornton (Dallas, TX)
    …Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning ... and year-end reviews + Research and consult on various tax matters, primarily in the federal estate ,...various tax matters, primarily in the federal estate , gift, charitable planning, and generation-skipping tax … more
    Grant Thornton (09/06/25)
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  • Tax Manager - High Net Worth Individuals

    Maxwell Locke & Ritter (Austin, TX)
    …and compliance services to high-net-worth individuals and family groups including personal, estate /gift & trust tax returns + CPA certification + Excellent ... Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting at… more
    Maxwell Locke & Ritter (11/07/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …a resource for the advice and planning group in that area. Keeps current on estate , tax and planning trends and their application to solutions for our clients. ... and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning...advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency… more
    Truist (11/05/25)
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  • Private Wealth Management Trust Advisor - JD, LLM,…

    Regions Bank (Houston, TX)
    …accounting or related field + Eight (8) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, insurance, real estate , asset management,… more
    Regions Bank (10/28/25)
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  • Senior Accountant

    Robert Half Finance & Accounting (Dallas, TX)
    …request owner funding as needed. + Prepare and process CAM and real estate tax reconciliations, escalation settlements, and owner distributions. + Partner with ... Description Are you an experienced real estate accountant looking to take your career to...Kevin Sweet have partnered with a national commercial real estate firm seeking a detail-oriented and motivated Senior Property… more
    Robert Half Finance & Accounting (10/29/25)
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  • VAS - Institutional Funds Manager

    CBRE (Houston, TX)
    …the project, such as, mortgage financing, insurance replacement cost calculation, estate valuation, tax appeals, equitable distribution, corporate employee ... you will independently prepare market value appraisals on real estate assets with review by a Director (one of...(one of whom must be MAI). You'll prepare real estate appraisal reports from start to finish on simple… more
    CBRE (09/05/25)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Austin, TX)
    …mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as ... 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements...sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable… more
    Guardian Life (10/08/25)
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