- Truist (Dallas, TX)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... governance solutions. 3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. 4. Understand and provide interpretation as related to complex fiduciary… more
- Carrington (Plano, TX)
- …amazing team and work remote from home!** **What you'll do:** The Senior Strategy Project Manager supports the development and implementation of enterprise-level ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- Deloitte (Dallas, 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...June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Deloitte (Dallas, 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 to… more
- Truist (Fort Worth, TX)
- …on the proposed plan. 7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation ... or insurance carrier platform 15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation… more
- Carrington (Plano, TX)
- …policies and applicable laws, including hiring and training employees; planning , assigning and directing work; monitoring performance; rewarding and disciplining ... + Performs analysis of LOS production reports and provides updates to senior management on turn-times within department. + Reviews files for quality, provides… more
- Quality Technology Services, LLC (Irving, TX)
- …negotiating complex/competitive programs & communicating to line of businesses and Senior Management the value propositions associated with Category proposals. CSM ... and timely follow-up, escalating appropriately if necessary. + Strong planning , organization, decision-making, and problem-solving skills. + Ability to work… more