Charitable Trust Jobs in Rockwall

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Full-time 14 views Experience : 4-8 yrs required 1 applications

estate planning and drafting, trust and estate administration, estate... and gift tax, and charitable planning. - The successful candidate... will collaborate with attorneys across various offices within the Financial Services & Capital Markets strategic industry group. - The candidate is expected to...

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Full-time 5 views Experience : Min 3 yrs required

presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning, charitable planning, and trust tax... planning. - Communicate with strategic partners, including attorneys or law firms, to facilitate...

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Full-time 1 views Experience : 2-3 yrs required

Title: Assistant Attorney General III-IV Job Responsibilities: - File and litigate lawsuits for high-profile civil litigation cases. - Analyze complex factual and legal issues; develop evidence through witness interviews, undercover operations, examinations under oath, depositions, requests to examine, civil investigative demands, and other...

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Posted On Sep 07, 26
Full-time 3 views Experience : 5-10 yrs required

to open estate or trust accounts. - Interpret the governing... records, including payments, fee schedules (when appropriate), and tax records. - Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. - Analyze Wills and trust documents for legal, tax,... administrative, an...

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Full-time 1 views Experience : 3-4 yrs required

Title: Assistant Attorney General III-IV Job Responsibilities: - File and litigate lawsuits for high-profile civil litigation cases. - Analyze complex factual and legal issues and develop evidence through witness interviews, undercover operations, examinations under oath, depositions, requests to examine, civil investigative demands, and...

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Posted On Aug 31, 26
Full-time 40 views Experience : Min 2 yrs required

Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required

Title: Associate - Asset & Wealth Management, Private Wealth Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, working at the intersection of Wealth Strategy, Artificial Intelligence,...

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Full-time 1 views Experience : 5-10 yrs required

its founding in 1924, the organization has significantly reduced cardiovascular disease deaths by half, yet acknowledges that there is still much work to be done. To tackle today's major health challenges and expedite progress, the organization seeks passionate individuals to...

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Posted On Aug 05, 26
Full-time Experience : 4-4 yrs required

Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a diverse array of sophisticated clients. These clients may include some of the wealthiest families...

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Posted On Aug 19, 26
Full-time 7 views Experience : Min 7 yrs required

providing legal guidance to 501(c)(3) organizations to enhance their advocacy as part of their charitable missions. Responsibilities include: -... Partnering with the AFJ Law Program Director to set up the AFJ Law practice in Texas. - Leading and managing a le...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

complex tax matters. This includes income tax planning, estate and gift planning, charitable giving, wealth transfer strategies,... and other sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy...

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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and... tax planning. Develop client presentation materials and demonstrate professional relationship management skills. - Deliver expert...

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Full-time Experience : 1-8 yrs required

Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments, driving favorable results. - Set and uphold a higher standard by challenging mediocrity and pushing for excellence in all aspects of legal work. - Independently manage court...

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