- Nuveen Investments (Dallas, TX)
- Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the ... and processing of various IRS and state agency fiduciary tax forms and filings. This job builds strong relationships...taxing agencies to provide accurate and timely processing of tax forms and filings. This job will identify and… more
- Maxwell Locke & Ritter (Austin, TX)
- …services to high-net-worth individuals and family groups including personal, estate/gift & trust tax returns + CPA certification + Excellent research skills ... Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Compensation:… more
- Regions Bank (Houston, TX)
- …finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including ... retirement plans, or custody services). + Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust … more
- Columbia Bank (TX)
- …of the trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to ... **About the Role:** A Trust Officer is responsible for providing some new...environment as well as independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax … more
- US Bank (Houston, TX)
- …collection of periodic asset activity data, reporting to bondholders, and when required, trust tax reporting. Essential functions include: Read and interpret ... from Day One. **Job Description** US Bank Global Corporate Trust Services is one of the largest providers of...map and reconcile periodic collateral data. As required, make tax elections, file for EIN's, and track residual holder… more
- H&R Block (Austin, TX)
- …accurate, personalized tax advice while building long-term relationships rooted in trust . Your ability to simplify complex tax topics, embrace technology, ... always open. A Typical Day At H&R Block, our Tax Advisors are trusted financial partners who guide clients...clients have the necessary information. + Establish rapport and trust with clients by consistently exhibiting empathy, active listening,… more
- Robert Half Finance & Accounting (Dallas, TX)
- …workflow to ensure accuracy, completeness, and timely submission. * Handle complex tax returns, including individual, trust , corporate, partnership, and S-Corp ... clients. Requirements * Extensive experience in preparing and reviewing complex tax returns, including individual, trust , corporate, partnership, and S-Corp… more
- Wolters Kluwer (Dallas, TX)
- **Senior CX/UX Designer (AI-First Innovation | Tax & Accounting) - Hybrid (CT/ET) R0053144** _Design AI-powered experiences that transform tax and accounting ... create user-facing experiences that embed AI, machine learning, and automation into tax and accounting workflows. You will design solutions that simplify complex,… more
- Edward Jones (Dallas, TX)
- …branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation ... Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. + Serve as a subject matter expert for complex cases requiring… more
- Cherry Bekaert (Sugar Land, TX)
- …, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to ... professional development. We are seeking for a Internal Firm Tax Senior Manager to join our team. The person...interpersonal skills, with the ability to influence and build trust with internal clients. + Demonstrated leadership capabilities and… more