- Bank of America (Dallas, TX)
- Tax Accountant II (TA II), Fiduciary Tax Providence, Rhode Island;Chicago, Illinois; Dallas, Texas; Waltham, Massachusetts; Jacksonville, Florida **Job ... and make an impact. Join us! ** Tax Accountant II (TA II), Fiduciary Tax , Private Banking** - This job is responsible for providing technical fiduciary … more
- Comerica (Dallas, TX)
- …training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or ... the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate. Administratively monitors and tracks… 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 (Fort Worth, 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
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Loan Support Analyst - Tax - Midland within PNC's C&IB Midland- Tax Department organization, you will be ... remote and hybrid work environments. As a Loan Support Analyst in PNC Midland's Tax Department, you will be responsible for the loan servicing of property taxes and… more
- Bank of America (Dallas, TX)
- …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM, ... ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. **Skills:** + Account… 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
- Truist (Fort Worth, TX)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Dallas, TX)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more