- JPMorgan Chase (Plano, TX)
- …inventory in alignment with program framework. As a Office of Legal Obligations Attorney - Associate, Counsel within our Office of Legal Obligations (OLO), you will ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Truist (Dallas, TX)
- …advice and tailored financial solutions through the combination of needs anticipation, sound investment management and a broad offering of banking and investment ... sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation… more
- Deloitte (Dallas, TX)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Dallas, TX)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Dallas, TX)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Westlake, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Dallas, TX)
- Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state and local tax issues? If you are ready to make a ... Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax...CPA exam + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more
- Moss Adams LLP (Dallas, TX)
- …directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as ... JD with LLM in taxation preferred + CPA or licensed attorney preferred. If not a CPA or licensed attorney , must meet educational requirements to obtain CPA or … more
- Charles Schwab (Westlake, TX)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service ... offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to...+ Previous experience as a Tax, Trust, and Estate attorney strongly preferred + Extensive experience advising high net… more
- Deloitte (Dallas, TX)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more