- Truist (Dallas, TX)
- …of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and procedures 4. Strong ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Edward Jones (Baytown, TX)
- …to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward ... financial advisors. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account and flexible spending account. Financial advisors… more
- CBRE (Dallas, TX)
- …and procedures which comply with generally accepted accounting principles, tax requirements, SEC requirements, and management reporting requirements. **What You'll ... you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem… more
- Deloitte (Houston, TX)
- …optimization, restructuring, business design and transformation, infrastructure and real estate , mergers and acquisitions (M&A), and sustainability. The team works ... ground, bringing specialists in bankruptcy, accounting and valuation, IT, and tax . From planning and systems readiness to implementation and validation, Deloitte's… more
- Robert Half Finance & Accounting (Dallas, TX)
- …senior accountants in managing relationships with external auditors, fund administrators, and tax professionals. * Act as a subject matter expert on fund-specific ... years of relevant accounting experience, preferably in fund accounting (REIT or real estate ) or public audit with related clients * Proficiency in Microsoft Excel… more
- Ryder System (Fort Worth, TX)
- …alternative fuels. + Risk ReductionManage and Perform Phase I & II Real Estate Environmental Site Assessments to support Ryder's due diligence on property & company ... off for vacation, illness, bereavement, family and parental leave, and a tax -advantaged 401(k) retirement savings plan. For more information about benefits, click… more
- CBRE (Dallas, TX)
- …work with clients on a wide range of small to medium sized investments and tax strategies to better understand and understand the future of their assets. This job is ... people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive. **Equal Employment Opportunity:** CBRE… more
- USAA (Plano, TX)
- …member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... financial situation. + Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's + products and services. + May… more
- Vanguard (Dallas, TX)
- …them plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop ... a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth knowledge of financial… more
- Patterson Companies, Inc. (San Antonio, TX)
- …Communicates financial benefits of equipment purchases such as return on investment and tax advantages. + Utilizes computer software to draw plans for new or ... the value-added services provided. + Consult with customers in choosing real estate agents, general contractors and other service providers based on customer needs.… more