- JPMorgan Chase (Dallas, TX)
- …services by Euromoney , and we have been specifically recognized for our succession planning , advice and trust services. **The responsibilities of this role are ... with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust / estate and its beneficiaries + Respond to requests… more
- US Bank (Houston, TX)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- Comerica (Houston, TX)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... or personal finances, family relationships, investment objectives and financial planning ; listen, profile, gather information to assess client needs, biases… more
- Anywhere Real Estate (Mckinney, TX)
- …representative, you're the face of our office in the community, meeting with real estate agents and others to promote our title and closing services and earn their ... local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business....finding new ways to meet and engage with agents; planning after-hours events and get-togethers that are both entertaining… more
- Bank of America (Houston, TX)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Robert Half Legal (Plano, TX)
- …legal guidance to clients navigating the Texas Probate System while also contributing to estate planning matters. Based in Plano, Texas, this position offers the ... from initial application to final distribution. * Draft essential estate planning documents such as wills, trusts,...notices, and other legal documents related to probate and trust administration. * Collaborate with paralegals and other legal… more
- Realtor (Austin, TX)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...data visualization, data modeling, and testing platforms. + Build trust in all interactions and with Enterprise Consumer Data… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …while driving strategic financial planning . This role focuses on tax planning , compliance, estate planning , financial statement preparation, and asset ... Provide actionable insights to clients, with a focus on estate planning and wealth management. + Oversee...CCH Sales Tax. * Strong expertise in corporate, individual, estate , and trust taxation. * Comprehensive knowledge… 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 worth, ... consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax...we believe in making business more personal and building trust into every result - for our clients and… more
- Realtor (Austin, TX)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...with Consumer priorities and strategy. + Own cross functional planning for both the Consumer organization and beyond +… more