- 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 (Fort Worth, 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 (Fort Worth, 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
- Bank of America (Dallas, TX)
- …support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend ... SS&CO Private Bank Settlement Support - Transaction Mgmt. Operations...settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and… 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 ... of the system. **Job Description:** At Regions, the Institutional Services Relationship Consultant has the primary function of direct...approval authority of $25,000 or less + Handles annual tax coordination, fee set up, and daily cash management… more