- Charles Schwab (Westlake, TX)
- …experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both ... Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab's...an outstanding work environment. We value partnership, integrity, exceptional client service , open communication, and adaptability to… more
- Advatix, Inc. (Dallas, TX)
- …3. Client & Stakeholder Management * Serve as a trusted advisor to client executives, leveraging data-backed insights to guide strategic decision-making. ... culture and approach to business: 1. Servant Leadership - Lead with empathy, prioritize team and client success, and foster an environment of collaboration and… more
- JPMorgan Chase (Houston, TX)
- …Our products, tools, and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in retirement by offering ... Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based...retirement industry, and can effectively manage between sales and service support needs of the product. Job Responsibilities: +… more
- Deloitte (Houston, TX)
- …regularly scheduled training offerings designed to help our interns develop technical and client service skills. The interns will understand first-hand what a ... what it's really like to work for a professional services organization. The Discovery Internship is open to all...How you'll grow Each intern is assigned a mentorship team , including a counselor and onboarding advisor ,… more
- Cognizant (Plano, TX)
- …With over 6,000 consultants worldwide, Cognizant offers high-value consulting services that improve business performance and operational productivity, lower ... increase shareholder value. We provide a number of Business/IT Consulting Services including Business Strategy, IT Strategy & Roadmap Development, Process… more
- Deloitte (Houston, TX)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP...business-related field + 5+ years' experience providing tax planning services or preparing and reviewing client work… more
- APTIM (Houston, TX)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... part of APTIM's broader initiative to expand its consultancy services in EHS, Sustainability, and Environmental Social Governance (ESG)...ESG-focused service offerings. **Key Responsibilities/Accountabilities:** + Lead and support APTIM's… more
- First Horizon Bank (Dallas, TX)
- …clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and ... a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing ...models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit… more
- NTT DATA North America (Plano, TX)
- …organization, apply now. We are currently seeking a Senior AI Architect to join our team in Plano, Texas (US-TX), United States (US). As an AI Architect Advisor ... + Support sales teams by participating in presales activities, including client presentations, proposal development, and solution demonstrations. + Collaborate with… more
- Deloitte (Dallas, TX)
- …professionals that support this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services ("NFTS") is a ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists… more