- Robert Half Finance & Accounting (Dallas, TX)
- …services industry, located in Dallas, Texas, and we are looking for a detail oriented Estate Advisor . In this role, you will be discussing and planning with ... any trust funds. * Develop training manuals for different estate levels, focusing on aspects like revocable trusts, life...titling. * Oversee the planning and execution of advanced estate planning. * Discuss with clients their plans for… more
- American Heart Association (Dallas, TX)
- …relationships, and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, ... and at heart.jobs. **Responsibilities** This senior level fundraising position engages with professional estate planning and wealth advisors as well as current… more
- Deloitte (Dallas, TX)
- …on issues related to work/life fit. The Team As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to ... Are you a strategic and creative federal tax professional who likes solving complex federal tax issues?...federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who… more
- Bank of America (Dallas, TX)
- …of the largest providers of construction, development, and permanent financing to professional developers and investors of real estate including retail, office, ... Sr. Relationship Manager - Commercial Real Estate Dallas, Texas **Job Description:** At Bank of...to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for… more
- Deloitte (Dallas, TX)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for you as a Senior… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... PICS and select professional firms, managing a portfolio of approximately 25-50 clients....a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important… more
- American Heart Association (Dallas, TX)
- …your career. We have an excellent opportunity for a **National Executive Advisor ** in our Mission Advancement Department! This position can be home-based. ... timelines when necessary. + Leverages mastery of mission content and charitable estate planning to support creating highly complex gift opportunities to inspire… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and...clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing… more
- RE Tech Advisors LLC (Dallas, TX)
- …and ambitious client base that includes numerous commercial real estate portfolios, private equity investors, federal agencies, industry associations, and ... and global sustainability initiatives providing you the opportunity to realize your own professional growth objectives in the ESG arena. RE Tech Advisors is seeking… more
- Deloitte (Dallas, TX)
- …deliver as-a service solutions, improving finance, shared service and real estate operations, and helping clients develop strategies to support enterprise-wide ... Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...Eight plus years of relevant consulting experience in a professional services environment, with a large or boutique consulting… more
- Zurich NA (Addison, TX)
- …includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, Professional Services and Real Estate . Zurich Middle Markets ... needs + Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal business + Market… more
- Deloitte (Dallas, TX)
- …- USDC - GPS Are you experienced and passionate about technology? A system's professional who wants to work in a collaborative environment. As an experienced EPM/One ... your mission promise. Our Finance & Enterprise Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We advise, implement and operate… more