• Tax Manager - Federal / Corporate Tax

    Deloitte (Houston, 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 + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more
    Deloitte (08/21/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (San Antonio, 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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for… more
    Deloitte (08/21/25)
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  • Tax Senior, Private Equity

    Deloitte (San Antonio, 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 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The… more
    Deloitte (08/20/25)
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  • Tax Manager - Private Wealth

    Deloitte (Dallas, TX)
    …+ 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 organizational… more
    Deloitte (08/20/25)
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  • Tax Senior - Private Wealth

    Deloitte (Dallas, TX)
    …+ 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 research… more
    Deloitte (08/18/25)
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  • Tax Manager - Private Equity

    Deloitte (Fort Worth, TX)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 ... experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting 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… more
    Deloitte (08/18/25)
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  • Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or comparable advanced knowledge course of study. 3. Proven superior ... technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning 4. Track… more
    Truist (08/08/25)
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  • RIA Client Advisor, Central Region

    Neuberger Berman (TX)
    …7, 66 required + Series 31 required within 3 months of employment + CFP , CIMA, and/or CFA /CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details The salary range ... for this role is $100,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future.… more
    Neuberger Berman (09/17/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Dallas, TX)
    …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking… more
    Truist (08/08/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …**Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, Accounting ... Set You Apart:** + Series 24 license + Advanced degree; CPA, JD, CFA or additional financial planning certification. Read More About Skills/Requirements **Awards &… more
    Edward Jones (09/17/25)
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