- JPMorgan Chase (Dallas, TX)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most capable people,...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- Deloitte (Fort Worth, 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
- Texas A&M University System (College Station, TX)
- …performance and payment bonds, and works with the Office of the Attorney General on potential and active construction litigation matters.- Reviews and advises ... System Member and the A&M System on wills, trusts, estates and other gift issues, including but not limited...of an IRA or other financial account, consultation on trust modifications and assistance with will contests, including coordinating… more
- Deloitte (Dallas, TX)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Dallas, TX)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... 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
- Fifth Third Bank, NA (Houston, TX)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more