- Kyndryl (Austin, TX)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused… more
- PwC (San Antonio, TX)
- …Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the ... providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international… more
- Accenture (Houston, TX)
- …industries is welcome. Key areas you focus on may include sales ( advisor ) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales ... experience managing executive level client relationships as a trusted advisor , facilitating workshops, developing business recommendations, and building business… more
- Bank of America (San Antonio, TX)
- …and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This ... Investments Management Client Solutions Advisory Financial Analysis Financial Forecasting and Modeling Wealth Planning Required...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- City National Bank (Austin, TX)
- …Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... the new accounts and account transfer process. Handle Independent Financial Advisor and client communication. Prepare client...or Ultra High Net Market markets Working knowledge of financial planning , investment and/or HNW economic issues… more
- EY (San Antonio, TX)
- …A bachelor's degree in a related field, supported by significant tax, business or financial planning experience A CPA certification or membership in The Bar ... impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of...and their families. That will make you a trusted advisor and role model for your clients and our… more
- EY (Fort Worth, TX)
- …have A bachelor's degree in a related field, supported by tax, business or financial planning experience. A CPA certification or membership in The Bar. Excellent ... impact on some of the most technically demanding tax planning and compliance projects around. Having gained ample support...partnerships). The goal is to make you a trusted advisor and role model for our people across multiple… more
- Community Health Systems (Granbury, TX)
- …operational priorities with organizational strategy and mission. Participates in hospital financial planning , budgeting, and resource allocation processes to ... and provides feedback to staff on their performance and development. Strategic Planning and Financial Oversight Collaborates with hospital leadership to set… more
- Deloitte (Houston, TX)
- …the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred ... assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The… more
- EY (San Antonio, TX)
- …and help to build a better working world. Service Delivery Center Manager - Financial Services Organization - QA Guidewire EY is the only professional services firm ... with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has… more
