- 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
- 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 (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