- Raymond James Financial, Inc. (Houston, TX)
- …obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of Raymond James ... Trust (RJT) as a fiduciary or custodian in accordance...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- UMB Bank (Austin, TX)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...services to municipal and corporate/ABS issuers of taxable or tax -exempt debt. We also provide escrow-related, custodial and verification… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... individual in the trust department and/or the trust department as...large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to… more
- University of Texas Rio Grande Valley (Mcallen, TX)
- …including governmental and private payors; accreditation-related issues; false claims; tax ; anti- trust ; tissue or organ transplantation; collections; risk ... management; licensure and credentialing; and investigation and management of potentially compensable events and malpractice or negligence claims). + Ensure all aspects of the University's medical, podiatric, and allied-health clinical practices meet applicable… more
- Mackenzie Eason & Associates (Cleburne, TX)
- …succession; it is a rare opportunity to modernize, elevate, and reestablish trust in an organization poised for reinvention. The previous Chief Appraiser, who ... elected officials. This includes implementing a vision of professionalism and trust , managing through significant policy and legislative shifts (including ongoing… more
- Cherry Bekaert (Austin, TX)
- …Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work ... a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management… more
- Truist (Fort Worth, TX)
- …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...estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation of complex personal balance sheets,… more
- Cherry Bekaert (Austin, TX)
- …Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
- Amazon (Austin, TX)
- …innovation, and amplify customer experience. The Finance, Administration, Cybersecurity, & Tax (FACT) Vertical team is seeking a highly qualified individual with ... demanding environment. A successful candidate demonstrates an ability to earn trust , take ownership, and deliver results. Key job responsibilities - Serve… more
- Cherry Bekaert (Austin, TX)
- …with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and ... Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), tax credit investors, community lenders, and other community development… more