- Comerica (Dallas, TX)
- …clients. Responsible for developing and deepening client relationships through needs-based, high- level client service and through delivery of the full suite of ... products to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the...+ State Insurance License Preferred: + CFP or CTFA, CFA , CPA, JD, or MBA About Comerica We know… more
- Capital One (Plano, TX)
- …key and emerging risks + Effectively communicating results to executive level management, regulators and other key stakeholders + Building and maintaining ... and gas or renewable energy + Certified Financial Analyst ( CFA ) OR Certified Public Accountant (CPA) + Ability to...or part-time status, exempt or non-exempt status, and management level . This role is expected to accept applications for… more
- American Heart Association (Dallas, TX)
- …+ Strong analytical skills with ability to translate data into executive- level narratives + Proactive problem-solving in undefined environments; ability to create ... up to 10% nationally with overnight stay **Preferred:** + CFA , CPA, MBA, or Master's in Finance + Financial...The number of days will increase based on seniority level . You will also have a total of 12… more
- Deloitte (Westlake, TX)
- …of entities and their affiliates. Responsibilities will include: + Performing detail- level reviews of partnership work papers, allocations, and tax returns as ... complete their tax returns. + Training, mentoring, and supervising new and experienced- level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- Deloitte (San Antonio, TX)
- …state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail- level review of tax workpapers, allocations and tax returns, as well as perform ... information. They also train, mentor and supervise new and experienced- level staff and attend required Deloitte Tax LLP and...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Citigroup (Irving, TX)
- The Audit Manager is an intermediate level role responsible for managing a team that is performing complex and critical audits and assessments of Citi's risk and ... knowledge is a plus + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Proven ability...visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Anticipated Posting Close Date:**… more
- Deloitte (Dallas, TX)
- …tax advisory services to the client. Responsibilities Will Include: + Performing detail- level reviews of tax research, partnership work papers, allocations, and tax ... complete their tax returns. + Training, mentoring, and supervising new and experienced- level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- JPMorgan Chase (San Antonio, TX)
- …and functions to provide you with the opportunity to take your career to the next level . As a Private Banker in the US Private Bank, you are responsible for advising ... the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical thinking… more
- CIBC (Houston, TX)
- …space. + Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. **Who you are** ... + Bachelor's degree and/or MBA, CFP, CFA , JD, CTFA, CPA + 10+ years of experience in wealth management or a closely related field + Extensive knowledge of investment… more
- Baylor Scott & White Health (Dallas, TX)
- …Certification as a Certified Treasury Professional (CTP) or Certified Financial Analyst ( CFA ) is preferred. 3-5 years of corporate treasury, investment banking or ... Day 1 Note: Benefits may vary based upon position type and/or level **Qualifications - External** **QUALIFICATIONS** - EDUCATION - Bachelor's - EXPERIENCE -… more