- Robert Half Finance & Accounting (Houston, TX)
- …and attorneys to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...targets. + Plan for retirement income strategies and minimizing tax liabilities in retirement. + Collaborate with tax… more
- Deloitte (Austin, TX)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...finance or related field + Solid understanding of real estate tax technical and transaction skills, including… more
- Charles Schwab (Westlake, TX)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a Tax , Trust & Estate… more
- Deloitte (Westlake, TX)
- …as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts ... an opportunity to help develop and use the latest tax technologies in the real estate industry...3 days per week + 3+ years experience providing tax planning services or preparing client work… more
- Robert Half Finance & Accounting (Kerrville, TX)
- …boutique accounting firm in Kerrville, TX. The firm offers a wide range of accounting, tax planning , estate planning , and consulting services. Despite ... its smaller size, the firm delivers expertise and personalized client service with the resources typically found in larger firms. The team boasts impressive tenure, with employees staying for decades, reflecting a culture of loyalty, flexibility, and… more
- Edward Jones (Dallas, TX)
- …of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency using financial ... process? Do you have a strong background in financial planning and experience with complex financial planning ...and other internal home office subject matter experts (ie- tax , estate , investment management, business owner, executive… more
- ADP (El Paso, TX)
- …8 years of experience with corporate leasing. + Thorough understanding of planning methodology, program/project management processes and real estate lease ... economic (including cash flow analysis) principles related to capital planning and real estate finance + Data...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- Guardian Life (Austin, TX)
- …+ Possess expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement planning ... Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization...entity and compensation changes as well as income and estate tax reductions strategies + Educate producers,… more
- Zions Bancorporation (Houston, TX)
- …and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to… more
- Deloitte (Fort Worth, TX)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more