- 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
- 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