- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...of tax strategies 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 + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...As a Tax Senior Manager in our Private Wealth Tax practice, you… 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
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based ... on a regular basis. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… 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
- HUB International (Dallas, TX)
- … team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax ... risk management, life and health, employee benefits, investment and wealth management products and services . With over...in mergers and acquisitions. **Job Overview:** As a senior tax associate, you will work directly with the … more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... work in a fast production-based environment and include: financial statement and tax return spreading into Bank software or templates, creating and updating loan… more
- Truist (Dallas, TX)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... **Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in… more