• Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …and analytical skills 11. Strong interpersonal and relationship management skills Preferred Qualifications: 1. Experience in a prior financial professional ... and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex … more
    Truist (08/08/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Fort Worth, TX)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD,… more
    Deloitte (08/21/25)
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  • Tax Manager - Private Wealth

    Deloitte (Dallas, TX)
    …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (08/20/25)
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