- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: ... + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift & trust… more
- Truist (Fort Worth, TX)
- …issues relating to financial planning in the High and Ultra- High Net Worth segments, including income tax , investments, debt management, retirement ... current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients...the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and… more
- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...and other internal home office subject matter experts (ie- tax , estate, investment management, business owner, executive compensation, insurance)… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Charles Schwab (Westlake, TX)
- …a Tax , Trust, and Estate attorney strongly preferred. + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... you to provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial affairs, substantial… more
- Grant Thornton (Dallas, TX)
- … returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - all ... day-to-day may include: Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual… more
- Cherry Bekaert (Austin, TX)
- …clients in industries such as technology, manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and provide ... , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to… more
- Deloitte (Fort Worth, TX)
- …and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to ... motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax ...Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer… more
- Moss Adams LLP (Dallas, TX)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Manager** **Description** At Moss Adams, we champion...clients on corporate, partnership, individual and trust and estate tax services + Oversee the calculation and analysis of… more
- Moss Adams LLP (Dallas, TX)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Senior Manager** **Description** At Moss Adams, we...engagement team to the same standard. + Determine appropriate tax objectives, scope and methodology and actively participate in… more