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Senior VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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You will work alongside experienced professionals on a variety of projects related to building/maintaining relationships, community engagement and event planning at Dallas Love Field Airport and Dallas Executive Airport.
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Recruiting for this role ends on June 1, 2023 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
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Full Package Media is a real estate media production company located in Addison, TX. We are the premier provider of high quality photography, videography, 3D Tours, and more for realtors and businesses in the DFW Metroplex.
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We focus on all aspects of internal infrastructure services from real estate site selection, facilities management, and physical security to managing relationships with Firm travel partners and event planning.
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This senior level fundraising position engages with professional estate planning and wealth advisors as well as current and potential individual donors in support of charitable gift planning.
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Coordinating distribution of assets (including in-kind transfers or following liquidation) as directed in estate planning documents. Assisting probate attorney in the preparation of an inventory, appraisement and list of claims for each estate.
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The Role Experienced Associates with our Alternative Investment Funds practice, Experienced Associates work with multiple teams to serve a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
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Lawyers in our Dallas office serve all the firms practice and industry areas including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust.
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The following practice groups are in the Business Transactions Department: Capital Markets and Securities, Employee Benefits and Executive Compensation, Energy, Estate Planning, International, Investment Management, Mergers & Acquisitions, Private Equity and Tax. Given the global nature of these practices, the Business Development Manager will also have periodic responsibilities related to the firm's initiatives in China, London, Mexico and greater Latin America.
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A law firm in Dallas, TX, is seeking an Estate Planning and Tax Attorney with 2-4 years of experience and approximately 4,000 hours in drafting estate plans, trust documents, conveyance instruments, and related documents.
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Detailed knowledge of commercial real estate underwriting, including the development of cash flow forecasts and pricing metrics. Fertility and family planning services. Are you looking for an opportunity to define your future in the commercial real estate industry based on your own unique skills and experience.
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They are currently seeking a Sr. IT Project Manager (PM) that will sit within the Enterprise Project Management Office (EPMO.) The PM plays a pivotal role in leading, overseeing, and ensuring the successful delivery and management of projects during the Initiation and Planning phases.
$135,000 - $145,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago
estate planning jobs in Dallas, TX
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