Expert Real Estate Tax Advisor - Dallas - beBeeRealEstateTax

Gather relevant financials and tax information from clients. Work with clients on their financial information and taxable income needs. · Determine deductions to which the client may be eligible for. Prepare tax filings using knowledge of tax rules and regulations. · Determine ho ...

This means it's possible to pursue challenges you are passionate about, in industries you care about. · Bachelor's Degree in Accounting, Tax, Finance or related discipline · ...

+Job summary · The Financial Planning and Tax Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth Advisory Team.QualificationsBachelor's degree in accounting, fin ...

The Financial Planning and Tax Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth Advisory Team. · Take comprehensive client financial data and create detailed f ...

+Job summary · The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth Advisory Team. · +ResponsibilitiesPartner with financial advisors nationwide t ...

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client's Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and ...

JPI has an exciting opportunity for a Tax Manager to join our Finance team located in Dallas, Texas. · ...

Melanin Money is hiring a Tax Strategist to design advanced tax strategies for entrepreneurs, business owners, real estate investors and high-income professionals. · This role involves developing personalized tax plans with clear documentation and advisor-friendly explanations. · ...

Wealth Planning team seeks Manager of Tax Strategy to join our team. This role will answer tax-related questions, advise clients & advisors, educate internal teams, and create content for internal & external use. · ...

+The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. · +Develop and manage new client relationships, supporting business development efforts. · CThis high-impact role is foundational in shaping the future of wealth management thro ...

The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas. · Develop client relationships. · Provide holistic financial planning. · Analyze client financial situations. · ...

To serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management. · ...

This is a full-time hybrid Accountant role with CMH Advisors, PLLC. The position is based in Dallas, TX. · ...

Wealth Management Across Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide r ...

The Senior Tax Accountant prepares federal and state workpapers for tax returns extensions quarterly estimates income tax provision working closely with outside tax advisors to ensure all filing deadlines are met. · Work closely with the Companys outside service provider to prepa ...

BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial stru ...

+The Financial Planner plays a crucial role on our Wealth Planning team · +Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. · Maintain clear communication with the team regarding case progress and any outstan ...

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. · ...

The Trust Associate has primary responsibility for routine trust administrative tasks related to new business, account opening, trust administration and client outreach. · A minimum of 2 years of experience in trust administration within the banking or financial services industry ...

The Tax Accountant provides general support to the Tax Department with multi-state sales tax and franchise tax filings, collaboration with outside tax advisors for domestic and international income taxes and a variety of research questions. · This is a fast-paced position for som ...

The Senior Tax Accountant is responsible for preparing and reviewing federal and state workpapers for the Company's tax returns. · Work closely with the Company's outside service provider to prepare the federal and state corporate income tax returns. · Assist in preparing the qua ...