- 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
- 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
- Wells Fargo (Frisco, TX)
- …and investment services . We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...confidently. We bring together subject matter expertise, products, and services , so it's easier for clients to do business… more
- Robert Half Management Resources (Fort Worth, TX)
- …real estate management and multi-asset class investing. * Advanced knowledge of tax planning, estate structures, and intergenerational wealth strategies. * ... Managing Director of Finance & Operations to join a private family office located in Crowley, Texas. This role...real estate, and asset management, while collaborating with legal, tax , and accounting advisors. As a contract to permanent… more
- First Horizon Bank (Plano, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... profit and minimize risk or loss. Provide quality and timely customer service to internal and external customers. **Essential Duties and Responsibilities** : *… more