• Associate Director - Wealth Advisory (Fort Worth,…

    Principal Financial Group (Fort Worth, TX)
    …7 + Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA (R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and ... financial markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills… more
    Principal Financial Group (10/08/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Austin, TX)
    …+ 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 + Previous Big 4 or… more
    Deloitte (09/20/25)
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  • Private Banking Advisor

    Comerica (Dallas, TX)
    …sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA , CPA, JD, or MBA About Comerica We know our employees ... are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being,… more
    Comerica (09/20/25)
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  • Private Client Advisor

    Bank of America (Houston, TX)
    …90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
    Bank of America (09/19/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Fort Worth, TX)
    …+ 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 + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
    Deloitte (08/26/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Austin, TX)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or… more
    Deloitte (08/23/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Austin, TX)
    …+ 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 + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range… more
    Deloitte (08/23/25)
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  • Tax Senior - Real Estate

    Deloitte (Dallas, TX)
    …+ 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 + Previous Big 4 or… more
    Deloitte (08/23/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Fort Worth, TX)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) + Ability to travel up ... to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash… more
    Deloitte (08/21/25)
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  • Tax Manager - Real Estate

    Deloitte (Fort Worth, TX)
    …+ 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 + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience… more
    Deloitte (08/21/25)
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