Tolleson Wealth Management
Type of Positions
Full-time Entry Level
Internship
Positions Available
Tax Associate
Credit Analyst Intern - Tolleson Private Bank
Analyst, Client
Advisory Team
Degrees Sought
Bachelor's
Juris Doctor
Majors or Schools
Accounting
Economics
Economics with Finance Applications Specialization
Business and Financial Reporting
Finance
Financial Consulting
Law
Position Descriptions
Job Description: • Perform general
tax functions including, but not limited to, preparation and review of estimated
tax payments for individuals, trusts, and corporations, preparation and review
of federal and state income tax returns for individuals, trusts, partnerships,
foundations and corporations.
• Perform tax research and planning projects and other miscellaneous duties as
assigned
• Work closely with Client Advisory Team Directors and Tax Director and Managers
on various projects
Qualifications: Minimum Position Requirements:
• 0 – 3 years direct tax preparation experience
• 4 year degree in accounting and/or CPA certification
• Ability to multi-task
• Ability to function in a fast paced environment
• Experience within the area of tax research and planning
Other Essential Candidate Traits:
• Experience using Windows based software, including Microsoft Office
applications and the Internet
• Experience using ProSystems, BNA and PPC tax software
• Some client interaction
• Strong interpersonal, organizational and communication skills, initiative, and
ability to make decisions within guidelines
• Attention to detail and organizational skills must be a strength
• General knowledge and understanding of private client/personal financial
services industry preferred
• Willingness to learn, expand responsibility
Credit Analyst Intern, Tolleson Private Bank
• Assist in obtaining, maintaining,
and analyzing financial statements for personal and commercial extensions of
credit
• Assist in the production of underwriting documents including financial
statement analysis, loan approval preparation, and credit memorandum preparation
• Assist in all other functions of client service including origination,
maintenance, and retention of portfolios of clients
• Rotate through other areas of the private bank to gain knowledge of the
banking industry
• Rotate through the other areas of the firm to receive an introduction to
wealth management, investments, and taxation
Qualifications: • Junior or Senior College student
• Business, finance, accounting or management student
• Strong analytical skills
• Experience using Windows based software, including Microsoft Excel and
PowerPoint, applications and the Internet
• Must have clear background and clean credit
Analyst, Client
Advisory Team
• Prepare financial analyses for various personal wealth management issues;
including investments, estate planning, tax planning, debt management and
insurance.
• Information gathering for client financial matters
• Communications with client service team and client outside advisors
• Preparation of financial reports and presentations for clients.
• Coordination and execution of investment strategies
• Research on investment ideas and wealth management strategies
Qualifications:
• Undergraduate business degree in
accounting or finance
• Preferred 3.2 minimum cumulative GPA
• Either internship or full-time work experience in finance industry
• Strong financial analytical skills and understanding of basic financial
concepts
• Desire to learn and grow professionally in the personal wealth management
business.
• Experience using Windows based software, including Microsoft Excel and
PowerPoint, applications and the Internet
Company Profile
We are a growing private wealth management firm specializing in the needs of
wealthy individuals. The services we provide include investment management,
private banking, estate planning, charitable planning, debt management, tax
planning and compliance, financial statement preparation, bill payment,
aircraft management, and insurance coordination.
We are happy to have been named one of the Top 100 Places to Work by The Dallas
Morning News in 2009 and 2010!
Company Location
Dallas, TX
Website
www.tollesonwealth.com