- JPMorgan Chase (Dallas, TX)
- The Global Trusts & Estates Practice is an...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...through a provision in their will, it is the Trust Officer's role to oversee the administration of the… 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 ... taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate ...Mentor and develop junior staff, including those in our US India office, providing leadership, counseling, career guidance, and… more
- Texas A&M University System (College Station, TX)
- …matters.- Reviews and advises A&M System Member and the A&M System on wills, trusts , estates and other gift issues, including but not limited to handling ... a beneficiary of an IRA or other financial account, consultation on trust modifications and assistance with will contests, including coordinating assistance from the… more
- Texas State University (San Marcos, TX)
- …preferably in Texas: litigation, family law, real estate law, contract law, and estates and trusts . + Demonstrated ability to work with college students. + ... Doctor of Jurisprudence (JD) degree from an ABA accredited US law school. + Minimum of 5 years of...Minimum of 5 years of experience as a licensed attorney . + An active license to practice law in… more
- Deloitte (Dallas, TX)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 -… more
- Deloitte (Dallas, TX)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 -… 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
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