- 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
- TIAA (Frisco, TX)
- …limited to, asset allocation, wealth management, retirement planning , education funding, estate planning , tax strategies, investment planning , ... Manager manages a team of experienced professionals that work on trust and estate accounts. This job focuses on ensuring customer requests are consistent with trust… more
- Bank OZK (Dallas, TX)
- …regulations. + Knowledge of federal income, estate , gift, and GST tax ; multi-state estate and tax planning issues. + Ability to serve in an advisory ... administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well as provides guidance on...work experience, required. + Experience with high net worth planning and administration, preferred. + Active JD, CTFA or… more
- Robert Half Legal (Dallas, TX)
- …duties focus on providing legal administrative support to attorneys and peers in the estate and tax planning sections, Duties and Responsibilities: . Legal ... Description This marvelous downtown Dallas Law Firm has an outstanding opportunity for an Estate Planning and Probate Legal Assistant. Primary… 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
- Mill Creek Residential (Dallas, TX)
- …+ Prepare and/or review, and facilitate the timely completion of indirect tax compliance items and planning under supervision of the Indirect ... tax accruals + Assist with managing and maintenance of real estate and personal property tax parcel database + Document, track, and research indirect tax … more
- Sysco (Houston, TX)
- **Position Summary:** **Property Tax ** **Support supervisor and organization on property tax issues including real estate tax , personal property tax , ... and assist on audits with taxing authorities.** **Assist in the annual real estate tax appeals process.** **Assist in filing annual business personal property… more
- Turner & Townsend (Houston, TX)
- …construction at risk and program management engagements. + Support tax planning and execution for large-scale commercial real estate developments and ... experience in indirect tax , with significant exposure to construction and real estate sectors. + Technical Skills: Advanced proficiency in ERP systems and tax… more
- Deloitte (San Antonio, 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
- Cherry Bekaert (Austin, TX)
- …departments, including finance, accounting, legal, and asset management, to ensure integrated tax planning and reporting. + Negotiate with taxing authorities to ... manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate... tax liabilities across the company's entire real estate portfolio. + Oversee the timely and accurate filing… more