- Deloitte (Houston, TX)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... federal and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning. Assisting… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... such as Masters of Tax, JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large… more
- ADP (El Paso, TX)
- …through to completion. + Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of ... critical client issues where appropriate. + Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions. + Assess, recommend and/or create custom client and participant Education Program(S) and… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Demonstrated analytical and research skills, as well as effective verbal and written communication skills + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities + Demonstrated ability to collaborate and… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Capital One (Plano, TX)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory ... grow, compete, and succeed in their business efforts. As part of the Advisor Experience & Platform Services organization, the Advisor Services Investment Product… more
- Texas A&M University System (Corpus Christi, TX)
- Job Title Academic Advisor I-II Agency Texas A&M University - Corpus Christi Department Academic Advising Proposed Minimum Salary Commensurate Job Location Corpus ... facilities. Learn more information here (https://www.youtube.com/watch?v=EwQR4HbGJu0) ! PURPOSE Academic Advisor I This position under general supervision reports to… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Private-Client- Advisor -II\_23021273) **Job Description:** This role is responsible for new… more
- Kestra Financial (Cypress, TX)
- …growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report ... to the Lead Advisor and be the primary contact for customer relationship...servicing. This position requires a strong understanding of the financial services industry and products and is critical in… more