- American Heart Association (Dallas, TX)
- …so does your career. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... 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
- Deloitte (Fort Worth, 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 (Fort Worth, 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)
- …audits, court appearances, process improvements, escalations contact, and reporting to senior management. + Develop solutions, presentations, and conduct testing in ... + Interpret data and present conclusions for managerial action and strategy planning . + Assist in the oversight, enhancement, and creation of departmental reporting,… more
- Quality Technology Services, LLC (Irving, TX)
- …policies, procedures and organizational structure within the boundaries established by senior management team and corporate policy while ensuring no contradiction in ... reporting, accounting practices and reporting + Development of emergency response planning and response management and reporting of incident and emergency situations… more
- Carrington (Plano, TX)
- …policies and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... up on automation and business unit requirements. + Reports to company Senior Management on third party vendor performance, compliance status, quality of services… 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