- Avanath (Austin, TX)
- …Qualifications 2+ years' experience as an Assistant Community Manager. LIHTC/ Tax Credit Program Knowledge required. Equipped with excellent communication skills ... traffic. Assist with leasing job duties, including touring prospective residents. + Fiduciary Handles all the monies of the property. Collects, posts, and deposits… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...at Wells Fargo (wellsfargojobs.com) + Support a team of fiduciary professionals to administer a book of fiduciary… more
- Wells Fargo (Austin, TX)
- …of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth transfer ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Deloitte (Houston, TX)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
- Deloitte (San Antonio, TX)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
- Bank OZK (Dallas, TX)
- …through effective communication related to carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well ... Job Purpose & Scope Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing...+ Knowledge of federal income, estate, gift, and GST tax ; multi-state estate and tax planning issues.… more
- Raymond James Financial, Inc. (Houston, TX)
- …for personal trust, estate, and custody accounts. Fulfills the duties as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives as stated in the...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- Truist (Houston, TX)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... of relationships. Work closely with specialized areas of support ( fiduciary administration, credit administration and compliance) to implement the company's… more
- Lincoln Financial (Austin, TX)
- …compliance with applicable regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve as a member of ... the fiduciary investment committee that monitors the investment funds used...respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to… more
- ConocoPhillips (Houston, TX)
- …a legal advisor to numerous business partners, including the HR Benefits and Finance/ Tax teams. The ideal candidate will have a deep understanding of ERISA ... and resolve any compliance issues + Organize and conduct fiduciary training and fiduciary committee meetings and...Advance knowledge of legal experience with substantive and relevant tax laws pertaining to benefit plans of all types… more
