- Deloitte (Houston, 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 ... you do and the clients and industries/sectors you serve + 5+ years of public accounting experience (at least 3 years in investment management) + One of the following… 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 ... Thinking, Capital Management, Compliance Requirements, Documentations, Due Diligence, Investor Accounting , Investor Reporting, Loan Documentation, Regulatory Compliance, Risk Mitigation… more
- Anywhere Real Estate (San Antonio, TX)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... years college or equivalent work experience required. Knowledge of basic accounting principles, reconciliation and the collections process Excellent oral and written… more
- PNC (Houston, TX)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... toward bachelor's degree, Preferred business relevant majors (eg, Finance, Accounting , IT, Economics, Marketing, Math, Statistics, HR, Management, Communications,… more
- Edward Jones (Dallas, TX)
- …to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. + Develop and execute HNW team ... Financial Planner (CFP) designation required + Bachelor's degree in business, Finance, Accounting or Law required + 10+ years of industry specific experience… more
- Travelers Insurance Company (Richardson, TX)
- …Professional Liability (RPL) claims and litigation against various types of accounting and real estate professionals. Typical claims may include professional ... negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. As of the date of this posting, Travelers anticipates that this posting will… more
- Vaco (Austin, TX)
- …including contract placement sales experience with progressive supervision and fiduciary responsibility required + Bachelors degree required; preferred degree in ... business/ accounting /finance/audit/IT or MBA; CPA designation preferred + Repeat recognition as a top performer **Travel Requirements:** + 10% travel (eg 10% travel… more
- Deloitte (San Antonio, 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 ... client work papers and income tax returns + Bachelor's degree in accounting , finance, or other business-related field + Experience reviewing trust documents +… more