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As a Tax Senior Manager, you will be responsible for the following job duties, which focus on your technical expertise and ability to lead a collaborative team dedicated to excellent client service: Manage tax consulting and compliance of multiple engagements across different jurisdictions. Our Family Office Global Family Enterprise (GFE) practice focuses on providing compliance and consulting services to wealthy families and their private business or investment entities, including personal, charitable and trust taxation and estate/gift taxation.

YEAR

Tax Senior Manager - Global Family Enterprise

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As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service: Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.

Tax Manager - Ultra High Net Worth

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Lead engagement acceptance, conflict checks, and independence reviews with Risk Management and Audit/Assurance teams, including AICPA independence rules for valuation services provided to attest clients.

Aprio

Director, Valuation & Investigation Services

Aprio Technologies, Inc.

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Complete in-person calls on, or attend social functions with, real estate agents, attorney, brokers, and other potential sources of referrals and leads and make presentations at seminars or gatherings of trade associations and civic and non-profit organizations. The agents analyze the information collected from current and prospective clients and compare and evaluate possible life insurance and financial products to develop individualized advice and strategies for each client based upon each client’s insurance and financial status, risk tolerance, needs, and objectives.

Paul Bolden

Licensed Sales Professional

Build, review, and defend financial models across the income, market, and asset approaches, including discounted cash flow, guideline public company and transaction methods, multi-period excess earnings, relief-from-royalty, with-and-without, replacement cost, option pricing (Black-Scholes/OPM), and/or Monte Carlo simulation. Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering; Minimum of 5 years of valuation experience within a national business valuation firm or valuation practice of a major accounting or consulting firm; Prior experience effectively resolving external review questions (auditors, IRS, etc.).

Armanino McKenna Certified Public Accountants & Consultants

Manager, Valuations

Act as a legal swiss-army knife, working independently across several different legal practice areas, but with a particular focus on commercial and regulatory issues and building out Orchard's products and services in compliance with the legal and regulatory frameworks governing residential real estate. You will play a key role in our rapidly growing business, partnering with teams across the company to help build and evolve our product offerings, expand to new jurisdictions, and further develop and mature our business lines, all while balancing business objectives and legal risk across the multiple highly-regulated sectors in which we operate.

Orchard Technologies, Inc.

Associate General Counsel

Learn all new and upgraded software/hardware and assist in developing technical documentation and teaching aids such as training user guides, quick reference cards, demonstration models, multimedia visual aids, computer tutorials, and reference works. Develop technology training videos and e-learning assets using Camtasia or similar tools, including scripting, screen recording, editing, captioning, quality review, and publishing content for use in the firm's LMS or other approved training platforms.

Katten Muchin Rosenman LLP

Technology Learning Specialist

Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners; Take an active role in business development efforts with MLO team. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corp

Retail Producing Sales Manager - Mortgage

Ability to establish and maintain professional working relationships with internal and external stakeholders; Ability to communicate and work with the aging population and persons with disabilities; Ability to effectively communicate, both verbally and in writing, complex information to a variety of individuals or groups; Ability to develop professional reports and/or presentations utilizing Word, Excel, and/or PowerPoint; Ability to prepare legal documents under the direction of the regional attorneys; Ability to testify in court on behalf of agency; Skilled with operating a computer and other common office equipment, such as a copier, printer, fax machine, etc. Assesses the need for guardianship; explores and/or identifies least restrictive alternatives, completes assessments timely; coordinates all aspects of a person under guardianship's life; visits the person monthly; arranges for shelter and basic health and safety needs; provides oversight of medical and psychiatric care and arranges for education, training, rehabilitation and social services; monitors resident trust fund accounts; uses Guardianship Emergency Client Services (GECS) funds per policy; assesses continued need for guardianship.

Texas Health and Human Services Commission

Guardianship Specialist I

The ideal candidate will have recent probate experience, strong knowledge of Texas probate filing procedures, exceptional organizational skills, and the ability to manage multiple deadlines while providing excellent support to attorneys and clients. If you're an experienced Probate Legal Secretary seeking a stable, long-term opportunity with exceptional benefits and a highly respected legal team, please apply or contact me at jamie.stone@lhh.com.

Lee Hecht Harrison

Legal Secretary - Probate Litigation - HTX

Through this structured, immersive multi-month training program, participants will gain a comprehensive understanding of Pathstone’s integrated wealth management platform, including Investment Research & Portfolio Construction, Financial Planning & Professional Services, Business Development & Practice Management, and Client Advisory & Relationship Management. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

Pathstone

Vice President, Client Advisory

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Other credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.

BakerAvenue

Wealth Advisor, Managing Director

In this key role, you will coordinate across internal teams - including Environmental, Engineering & Design, Construction, Legal, Government Affairs, and Community Affairs - to ensure the delivery and pre-positioning of operation-ready datacenter sites. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $148,400 - $222,600 per year.

DO WHAT YOU LOVE Make your mark on the world’s most used technologies. Develop the next hit mobile application. Pioneer a startup that could be the next big thing. At Microsoft, you choose your path. Headquartered in Redmond, Washington, Microsoft is a top innovator in both the consumer and enterprise technology industry. Just a few of the many things our products do are unleash creativity, connect businesses, and make learning more fun. But our continued success is based on one thing: our employees. We hire amazing, talented people and give them the opportunities—and the tools—to succeed. WHY MICROSOFT? As a Microsoft employee, you’re surrounded by a diverse group of the smartest people in your field. This fosters new ideas, better business results, and creates a dynamic work environment. In the office, you’re constantly challenged and supported by your colleagues. Every day holds something new and exciting. We also offer unparalleled depth and breadth of career opportunities. As an industry leader in multiple fields, working for Microsoft means being able to do whatever you feel passionate about—and being able to make an impact in that field. From day one, we give our employees significant responsibility. This means that you’ll know that you directly contributed to something that has a positive impact on people worldwide. Whether you choose to work in management, dive deep into the newest technology, or explore multiple professions, you’ll find everything you need at Microsoft to drive your career—and to make a difference. WE GET IT – YOU’RE MORE THAN YOUR JOB Everyone works differently and is motivated by different things. We also understand that there’s more to you than your job. That’s why we offer competitive pay and a wide assortment of benefits-- to help you make the most of life at work and away from it. GET THE BALL ROLLING

Microsoft Corp

Senior Land Development & Permitting Program Manager

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The Trust Officer will work closely with clients, beneficiaries, attorneys, advisors, and internal partners to provide exceptional service while ensuring accounts are administered accurately and in accordance with governing documents, applicable regulations, OCC guidelines, and Bank policies. This position is responsible for supporting or independently administering an assigned portfolio of personal trust and fiduciary accounts, including revocable and irrevocable trusts, estates, IRAs, guardianships, and other investment accounts.

The bank provides a full range of commercial and consumer banking products, as well as investment and trust services. While the bank is primarily owned by the family of its founder, Col. C.T. Herring, the bank has directors and owners in communities that it serves. Through local leadership and ownership, Herring Bank has created a legacy of helping customers with their financial needs for some 110 years.

Herring Bank

Trust Officer

In this role, you will coordinate across internal teams - including Environmental, Engineering & Design, Construction, Legal, Government Affairs, and Community Affairs - to ensure the delivery and pre-positioning of operation-ready datacenter sites. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $125,000 - $206,400 per year.

Land Development & Permitting Program Manager

This role is responsible for managing complex claims, overseeing third-party administrators and vendors, evaluating coverage positions, and driving strategic initiatives that improve claims outcomes and operational efficiency. The ideal candidate possesses strong technical claims expertise, exceptional analytical and negotiation skills, and the ability to influence outcomes across internal and external stakeholders.

Amherst Holdings, LLC

Senior Claims Consultant

Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. As one of the world’s largest privately held real assets firms, we bring nearly seven decades of investment, development, and management experience to work that shapes cities and communities around the world.

Hines

Senior Manager (Assistant Controller) - Ownership Accounting

[AW]-iCims

This role provides administrative and organizational support to attorneys and legal professionals, assisting with client matters, document management, scheduling, and day-to-day practice operations. The actual amount offered will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley.

Foley & Lardner LLP looks beyond the law to focus on the constantly evolving demands facing our clients and their industries. With over 1,100 lawyers in 24 offices across the United States, Mexico, Europe, and Asia, Foley approaches client service by first understanding our clients’ priorities, objectives, and challenges. We work hard to understand our clients’ issues and forge long-term relationships with them to help achieve successful outcomes and solve their legal issues through practical business advice and cutting-edge legal insight. Our clients view us as trusted business advisors because we understand that great legal service is only valuable if it is relevant, practical and beneficial to their businesses.

Foley & Lardner LLP

Legal Administrative Assistant

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Estate Planning Attorney Jobs in Texas

Tax Senior Manager - Global Family Enterprise RSM

Tax Manager - Ultra High Net Worth RSM

Director, Valuation & Investigation Services Aprio

Director, Valuation & Investigation Services Aprio Technologies, Inc.

Licensed Sales Professional Paul Bolden

Manager, Valuations Armanino McKenna Certified Public Accountants & Consultants

Associate General Counsel Orchard Technologies, Inc.

Technology Learning Specialist Katten Muchin Rosenman LLP

Retail Producing Sales Manager - Mortgage Truist Financial Corp

Guardianship Specialist I Texas Health and Human Services Commission

Legal Secretary - Probate Litigation - HTX Lee Hecht Harrison

Vice President, Client Advisory Pathstone

Wealth Advisor, Managing Director BakerAvenue

Senior Land Development & Permitting Program Manager Microsoft Corp

Trust Officer Herring Bank

Land Development & Permitting Program Manager Microsoft Corp

Senior Claims Consultant Amherst Holdings, LLC

Senior Manager (Assistant Controller) - Ownership Accounting Hines

Legal Administrative Assistant Foley & Lardner LLP

Tax Manager - Private Wealth Deloitte

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