- 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 ... process, managing cases from initial application to final distribution. * Draft essential estate planning documents such as wills, trusts, powers of attorney… more
- 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 ... specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team… more
- Wells Fargo (Austin, TX)
- …as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and explain ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Deloitte (Fort Worth, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Houston, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more