• Tax Manager - Public

    Robert Half Finance & Accounting (Lufkin, TX)
    …for clients while driving strategic financial planning . This role focuses on tax planning , compliance, estate planning , financial statement ... Provide actionable insights to clients, with a focus on estate planning and wealth management. + Oversee...junior staff. What You Bring: + 7+ years in tax planning , compliance, and financial analysis. +… more
    Robert Half Finance & Accounting (07/15/25)
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  • Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …and systems. Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating ... diagram of existing estate plan and modeling of advanced estate , legacy and tax planning options/strategies. Creation of complex personal balance sheets,… more
    Truist (08/08/25)
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  • Financial Planning Analyst

    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
    Robert Half Finance & Accounting (06/22/25)
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  • Private Wealth Services - Tax Senior…

    Grant Thornton (Dallas, TX)
    …Associate, you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning strategies for your high net ... consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize tax -related… more
    Grant Thornton (06/07/25)
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  • Senior Wealth Strategist

    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
    Truist (07/09/25)
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  • Tax Manager - Real Estate

    Deloitte (Fort Worth, 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
    Deloitte (08/21/25)
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  • Tax Senior - Real Estate

    Deloitte (Dallas, 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
    Deloitte (08/23/25)
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  • Conflicts Analyst

    Fox Rothschild LLP (Dallas, TX)
    …but not limited to corporate, litigation, bankruptcy, labor & employment, tax , real estate , estate planning , estate administration, trust planning ... , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more
    Fox Rothschild LLP (06/28/25)
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  • Senior Planner- High Net Worth

    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
    Edward Jones (07/15/25)
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  • Associate Real Estate Portfolio Manager-…

    Ryder System (Austin, TX)
    …completion of real estate transactions. + Work with the broader real estate Facility Planning and Construction team to coordinate and ensure completion of ... here (http://ryder.com/job-applicant-privacy-policy) ._ **Job Description** : **Summary** The Associate Real Estate Portfolio Manager will act as a team lead in the… more
    Ryder System (08/21/25)
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