- 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
- 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
- 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
- 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
- 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
- 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 ... and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they… 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 ... large family estates and investment portfolios requiring careful attention. The Tax , Trust & Estate Specialist will be the subject matter authority in all… 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
- 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