• Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Austin, TX)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + US federal income tax partnership experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management… more
    Deloitte (10/25/25)
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  • Tax Senior - Private Wealth

    Deloitte (Fort Worth, TX)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through… more
    Deloitte (10/25/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Austin, TX)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more
    Deloitte (10/25/25)
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  • Tax Manager - Private Wealth

    Deloitte (Houston, TX)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in ... accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and… more
    Deloitte (10/25/25)
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  • Risk and Controls Systems Advisor

    Meta (Austin, TX)
    **Summary:** Meta is looking for a skilled Risk and Controls Systems Advisor to join our Global Finance Risk & Controls (R&C) team. The R&C team's goal is to empower ... upcoming process and system changes on the control environment. The R&C Systems Advisor will be responsible for providing risk management expertise, with a focus on… more
    Meta (12/24/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Houston, TX)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
    Bank of America (12/22/25)
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  • US Experienced Financial Advisor

    Edward Jones (Dallas, TX)
    …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered… more
    Edward Jones (12/17/25)
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  • Wealth Management Advisor

    Nuveen Investments (San Antonio, TX)
    **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial… more
    Nuveen Investments (12/20/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Grand Prairie, TX)
    …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client… more
    JPMorgan Chase (01/14/26)
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  • Wealth Advisor III - Dallas / Fort Worth

    Truist (Dallas, TX)
    …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
    Truist (12/02/25)
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