- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...industry and public accounting experience Excellent analytical, technical, and tax accounting/technology skills Exceptional client service and… more
- Deloitte (Dallas, TX)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Dallas, TX)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based ... on a regular basis. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Regions Bank (Dallas, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... when overdrafts or large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to all internal and external… more
- Truist (Dallas, TX)
- …licenses required for this position 4. Extensive knowledge of banking products and services , corporate banking & private banking arenas. 5. Satisfies regulatory ... and services . 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated… more
- Truist (Dallas, TX)
- …under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal or Medical client firms. 2. ... marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively...deposits, loans, and investments. 4. Act as "face" of private practice within Legal or Medical firm relationship teams… more
- JPMorgan Chase (Plano, TX)
- JP Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth ... and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial security for...Qualifications, Skills and Capabilities: + 15 years within financial services the Private Bank preferably and a… more
- HUB International (Dallas, TX)
- … team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax ... regulations. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants,… more
- Lincoln Financial (Dallas, TX)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
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