- Deloitte (Fort Worth, TX)
- …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... with Up-C clients on an on-going basis during periodic service periods during the year. + Develop an understanding...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Dallas, TX)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?...+ Work on engagement teams to provide tax accounting services to non-attest clients. + Work closely with Managers… more
- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Bank of America (Austin, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Antonio, TX)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Deloitte (San Antonio, TX)
- … services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Fort Worth, TX)
- … services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment… 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 ... clients and is the direct client contact for retirement plan services . The Client Service Manager is responsible for communicating with clients regarding … more