- Comerica (Dallas, TX)
- …use by the organization. This position will work with partners in Trust & Fiduciary Services and Wealth Planning to align client goals,goals based investing and any ... Expert. Working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed regulatory requirements. Demonstrate the… more
- EMCOR Group (Manchaca, TX)
- …Job Title: Chief Financial Officer Reports to: President (with functional and fiduciary reporting to CFO, EMCOR Construction Services) Location: Manchaca, TX FLSA ... Status: Full-Time / Exempt **COMPANY OVERVIEW** For nearly 70 years, The Porter Company has maintained its reputation as one of Texas' premier, multi-faceted mechanical contractors. Our dedicated, experienced, and highly motivated team provides full-service… more
- EMCOR Group (Manchaca, TX)
- …Job Title: Human Resources Manager Reports to: CFO (with functional and fiduciary reporting to VP of HR, Mechanical Operations) Location: Manchaca, TX FLSA ... Status: Full-Time / Exempt **COMPANY OVERVIEW** For nearly 70 years, The Porter Company has maintained its reputation as one of Texas' premier, multi-faceted mechanical contractors. Our dedicated, experienced, and highly motivated team provides full-service… more
- City National Bank (Dallas, TX)
- …develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) ... Or * Certified Internal Auditor (CIA) Or * Certified Information Systems Auditor (CISA) Or * Chartered Financial Analyst (CFA) Or * Certified Anti-Money Laundering Specialist (CAMS) Or *Additional Qualifications* * Strong verbal and written communication… more
- Deloitte (Dallas, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax… more
- Tarleton State University (Stephenville, TX)
- …to the VP of Intercollegiate Athletics on all contracts with a fiduciary impact. Reconciles revenues and expenses within department trust and operating funds. ... Prepares and reconciles monthly credit card reports. Supports department and program special events through cash collection, auction management, and event related support. Oversees the daily travel operations for the programs including updating the team… more
- Comerica (Austin, TX)
- …all account related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners. Develops referrals ... through their centers of influence. Qualifications Position Qualifications + Bachelor's Degree from an accredited university + 8 years of experience serving as an account administrator in a specific area of expertise to include trust administration,… more
- PNC (Dallas, TX)
- …and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction ... due diligence requirements; and/or monitoring construction progress and draw requirements. Directly interacts with high revenue/high profile corporate and/or commercial real estate clients. + Reviews customized commercial, legal, and related due diligence… more
- Deloitte (Dallas, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the… more
- City National Bank (Dallas, TX)
- …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * ... CAMS - Certified Anti-Money Laundering Specialist Or *Additional Qualifications* * Strong verbal and written communication skills to effectively present to peers and business management. * Demonstrated negotiation and leadership skills needed to convey ideas… more