- 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
- Wells Fargo (Dallas, TX)
- …High Net Worth (UHNW) space + Knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer and investment understanding + Local ... (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary...estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex… 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...May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Carrington (Plano, TX)
- …and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand ... strong sense of urgency and results-orientation. + Execute strategic thinking and planning , requiring deep technical expertise and hands-on experience. + Strong oral… more
- Carrington (Plano, TX)
- …policies and applicable laws, including hiring and training employees; planning , assigning and directing work; monitoring performance; rewarding and disciplining ... problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson… more