- Charles Schwab (Westlake, TX)
- …following is required; JD, LLM, CPA, CTFA, AEP + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + Extensive experience advising ... products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides… more
- Deloitte (Austin, TX)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Charles Schwab (Westlake, TX)
- …and transform the finance industry together. Schwab is looking to hire an experienced attorney to join its Banking, Retirement and Trust Legal Group as Director ... and the UCC. + Familiarity with private banking offerings, including credit products and estate / trust law. + Demonstrated eagerness and ability to seek and adopt… more
- Deloitte (Houston, TX)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Fort Worth, TX)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Grant Thornton (Houston, TX)
- …you will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on ... hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),...we believe in making business more personal and building trust into every result - for our clients and… more