- 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
- Nuveen Investments (Dallas, TX)
- …990PF, and 5227. In addition, this position will be responsible for the oversight of estate tax returns (706). 3-5 years experience in the preparation of these ... to the wealth management business in the areas of income, estate , gift, and fiduciary tax . + Communicate with senior leadership team to provide operational… more
- PNC (Dallas, TX)
- …deadlines with high attention to detail. Preferred Skills * Experience with commercial real estate or syndications. * Knowledge of tax credit equity and debt ... the company's success. As a Compliance Program Advisor within PNC's Commercial Real Estate organization, you will be based in Pittsburgh, PA, Overland Park, KS,… more
- Grant Thornton (Houston, TX)
- …Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift tax planning ... and year-end reviews + Researching and consulting 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
- Adecco US, Inc. (Dallas, TX)
- …in Taxation or JD preferred + Minimum 5 years of individual, partnership, fiduciary, estate , and gift tax return compliance + Working knowledge of data ... maintain a personal relationship with clients as the technical tax expert on their planning team + Assist clients...Assist clients by attending client meetings and delivering client's tax plan + Support the financial advisory team in… more
- 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: Downtown Austin, TX and/or Round Rock, TX Compensation:… more
- 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
- Columbia Bank (TX)
- …trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to effectively ... + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. + Ability to use personal computers, Windows,… more
- 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
- 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