- American Heart Association (Dallas, TX)
- …can make with us. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... This senior -level fundraising position engages with professional estate planning and wealth advisors, as well...covering WY, CO, NM, OK, TX, and AR, requesting charitable estate planning information from… more
- Grant Thornton (Dallas, TX)
- …reviews Research and consult on various tax matters, primarily in the federal estate , gift, charitable planning , and generation-skipping tax arenas; utilize ... As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex...compliance services for complex tax returns and provide income, estate , and gift tax planning strategies for… more
- PennyMac (Fort Worth, TX)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior Specialist REACH (Research, Escalation, and Complaint Handling) acts as the primary ... ACH fails, 2 nd Lien inquires, EBOs, and FNMA CRT. The Senior Specialist will perform soft investigations, assist supervisors with escalations, handle complex… more
- Truist (Dallas, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... including wealth transfer tax planning , income tax planning , capital sufficiency analysis, charitable planning...retirement planning , employee benefits, stock options, insurance, estate planning , and business planning .… more
- Deloitte (Fort Worth, TX)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Quality Technology Services, LLC (Irving, TX)
- The Data Center Interior Design Senior Project Manager is primarily responsible for leading and managing consistent implementation of QTS Corporate Interior ... to help further develop management skills. The Data Center Interior Design Senior PM will interact daily with Furniture Dealers, Architects, Engineers, General… more