- First Horizon Bank (Houston, TX)
- …real estate product types (ie retail, office, multi-family, industrial, senior housing, student housing, etc.). **ROLES AND RESPONSIBILITIES -** + Prepare credit ... analysis and presentation of borrower and guarantor balance sheets, income statements, tax returns, global real estate schedules, cash flows, financial ratios,… more
- Grant Thornton (Dallas, TX)
- …Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning ... engagement and year-end reviews Research and consult on various tax matters, primarily in the federal estate ,...we believe in making business more personal and building trust into every result - for our clients and… more
- Deloitte (Dallas, TX)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare for… more
- Moss Adams LLP (Dallas, TX)
- ** Tax Senior Manager** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- Cherry Bekaert (Austin, TX)
- …Develop, implement, and manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee ... and accuracy. + Provide strategic advice and insights to senior leadership on property tax matters. **Qualifications:**...management, with a significant portion in a leadership or senior role, preferably within a large real estate… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …Fx and CCH Sales Tax . * Strong expertise in corporate, individual, estate , and trust taxation. * Comprehensive knowledge of multi-state, international, and ... Description Senior Tax Manager Lead, Strategize, and...while driving strategic financial planning. This role focuses on tax planning, compliance, estate planning, financial statement… more
- Cherry Bekaert (Austin, TX)
- …Support the development and execution of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and ... efficiency and accuracy. + Provide insights and recommendations to senior leadership on property tax matters. **Qualifications:**...related field. + 5-8 years of experience in property tax management, preferably within a real estate … more
- Raymond James Financial, Inc. (Houston, TX)
- …skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond ... In some cases may be assigned to a more senior officer as an Associate Trust Officer/...well as word processing and spreadsheet programs. . Assist Trust Officers in estate administration, including confirming… more
- Wells Fargo (Dallas, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo |… more
- Truist (Fort Worth, TX)
- …systems. Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating complex ... financial documents, trust documents, wills, retirement accounts and other planning information...existing estate plan and modeling of advanced estate , legacy and tax planning options/strategies. Creation… more