- Deloitte (Austin, TX)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Bachelor's degree in accounting, finance, ... Include: + Prepare federal interest computations for varying purposes including financial statement reporting, tax planning, Internal Revenue Service ("IRS") and… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- Deloitte (Houston, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) 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 +… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… 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 (Houston, 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)
- …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
- Charles Schwab (Westlake, TX)
- …us "challenge the status quo" and transform the finance industry together. Schwab Advisor Services (TM) is the leading provider of custodial, trading, technology and ... their business goals and dreams. Throughout the 8-week paid Advisor Services RIA Intern Program, you will uncover how...(RIA) firms work and explore future career opportunities in financial services. As an intern, you'll interact and support… more
- JPMorgan Chase (Plano, TX)
- …coupled with a proven track record of developing and coaching high performing Advisor team JPMorganChase, one of the oldest financial institutions, offers ... As an Annuity Advisor Team Lead you will create a culture...provided by annuities. You will lead a team of Financial Advisors who service a wide range of clients,… more