• Business Resource Center, Advanced Planning…

    Guardian Life (Austin, TX)
    …preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement planning ... by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040...Demonstrate superior presentations skills in all areas of advanced planning . + Clearly and concisely explain the tax… more
    Guardian Life (08/08/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Austin, TX)
    …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
    Cherry Bekaert (07/28/25)
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  • Advanced Planning Consultant

    Insight Global (Fort Worth, TX)
    …considerations - Long-term care planning and strategies - Survivorship and Estate Planning We are a company committed to creating inclusive environments ... Job Description The Advanced Planning Consultant services as a financial planning...distribution option and taxation rules - Strategies for generating tax -efficient income to meet spending needs in retirement, accounting… more
    Insight Global (08/08/25)
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  • Analyst II Accounts Payable

    Anywhere Real Estate (Houston, TX)
    …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...pending payments. + Special projects as needed **Dimensions:** + Planning , organizing and prioritizing skills + Attention to detail… more
    Anywhere Real Estate (08/28/25)
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  • Underwriting Team Leader - Community Development…

    KeyBank (Dallas, TX)
    …execution. **REQUIRED QUALIFICATIONS** + Bachelor's Degree in Business Administration, Finance, Urban Planning /Real Estate , or Engineering + Expert in Low Income ... Underwriting Associates responsible for analyzing and closing Affordable Housing real estate debt and equity transactions. The individual will provide direct… more
    KeyBank (08/16/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Houston, TX)
    …Protection, and Investments, with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr. Wealth Strategist and Wealth ... Strategist in developing integrated estate and financial plans for U/HNW clients through partnering...COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions.… more
    City National Bank (08/07/25)
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  • Associate Trust Officer

    Raymond James Financial, Inc. (Houston, TX)
    …Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning . **Skill in:** . Communicating with associates at all ... obtained through experience and/or formal training to administer basic-level personal trust, estate , and custody accounts. Fulfills the duties of Raymond James Trust… more
    Raymond James Financial, Inc. (08/28/25)
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  • Application Writer & Community Engagement…

    Cherry Bekaert (Austin, TX)
    …Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work ... with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax ...feet of new and improved commercial and industrial real estate . SFS's current portfolio consists of investments in areas… more
    Cherry Bekaert (06/11/25)
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  • Mid-Level Retirement Income Specialist

    USAA (Plano, TX)
    …advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. ... financial situation. + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats… more
    USAA (07/14/25)
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  • Colocation Development Mgr, Data Center Supply…

    Amazon (Austin, TX)
    …market Data Center projects. The ideal candidate will possess a real estate development, business, financial, strategic and technical background that enables them to ... have a demonstrated ability to lead and direct multi-million-dollar real estate and infrastructure transactions from inception to construction-ready. You will need… more
    Amazon (06/13/25)
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