- Edward Jones (Dallas, TX)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency using financial planning software… 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 ... but not limited to: income tax , investments, debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and… more
- Grant Thornton (Houston, TX)
- …you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift tax planning strategies for your high net worth, ... on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize tax -related… more
- Regions Bank (Houston, TX)
- …relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, ... degree in business, finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate / Tax Law, Financial Planning or… more
- Edward Jones (Dallas, TX)
- …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... business results and will be required to ensure all financial planning recommendations are suitable and align to client goals. **Responsibilities include:**… more
- JPMorgan Chase (Dallas, TX)
- …trust and estate structures, administration, and fiduciary responsibilities. + Knowledge of estate planning concepts and the role of real property in wealth ... related duties related to an assigned book of real estate properties. Your role will involve strategic planning...Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and assets under management;… more
- Zions Bancorporation (Houston, TX)
- …and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a **_Wealth Advisor_** , your role will be to… more
- Robert Half Legal (Dallas, TX)
- …firm in Dallas, Texas. This position will primarily support attorneys specializing in estate planning and tax matters, ensuring smooth administrative ... for billing purposes. * Collaborate with attorneys to draft estate and tax -related forms, including 706s and...Expertise in calendar management and scheduling. * Familiarity with estate planning and probate law. * Experience… more
- Realtor (Austin, TX)
- …Are you ready to take ownership of a wide range of tax responsibilities, from tax compliance to tax planning ? If you want to pursue your professional ... Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of...of tax compliance, tax audit, tax research, and tax planning … more
- 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 ... responsible for preparing and reviewing federal and state income tax returns mainly in the real estate ...tax returns for partnerships and corporations while identifying tax planning opportunities. In addition, you will… more