- Deloitte (Fort Worth, TX)
- …Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry… more
- Comerica (Frisco, TX)
- …individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external, ... portfolio maintenance on various software systems. Responsible for identifying new investment opportunities and assisting in the formulation of Comerica's … more
- Robert Half Finance & Accounting (Fort Worth, TX)
- … team in Fort Worth, Texas. This role involves analyzing and reporting investment performance across portfolios, ensuring accuracy and compliance with industry ... Description We are looking for a skilled Investment Analyst to join our dynamic investment...systems, such as Indata. * Collaborate with portfolio managers, compliance teams, and accounting personnel to support reporting and… more
- Deloitte (Fort Worth, TX)
- …As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
- Deloitte (Dallas, TX)
- …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
- Bank of America (Dallas, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Wells Fargo (The Woodlands, TX)
- Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the National Sales ... participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales,...This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is… more
- Robert Half Management Resources (Dallas, TX)
- …Maintain a focus on regulatory expectations, ensuring all activities align with compliance requirements. Requirements * Certified Fiduciary & Investment Risk ... in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play a key role… more
- MongoDB (Austin, TX)
- …The Director, Assistant Treasurer will oversee the company's cash management, investment activities, and banking relationships. This role will also be responsible ... obligations + Develop and implement strategies for managing the company's investment portfolios, including analyzing market trends and identifying opportunities for… more
- ADP (Dallas, TX)
- …planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account ... As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions, **_they are required… more
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