- Charles Schwab (Westlake, TX)
- …and adaptability to change. + Bachelor's degree required + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + At least one of ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid… more
- Wells Fargo (Austin, TX)
- …in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...to internal partners and clients. **Job Expectations:** + Potentially 5 % - 10% overnight travel + Specific compliance policies… 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...serve + Limited immigration sponsorship may be available + 5 + years of public accounting experience (at least 3… more