- City National Bank (Dallas, TX)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- First Horizon Bank (Sugar Land, TX)
- …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals....sales between $5M to $25M with a focus on client experience and risk management. **Key Responsibilities Include** +… more
- CBRE (Austin, TX)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Pearl Interactive Network (El Paso, TX)
- …Ensures projects are completed on time and within budget. Acts as advisor to program team regarding projects, tasks, and operations. **Operating Hours:** 8 ... 2. Ethernet cable access. Wi-Fi-only connectivity is prohibited. 3. Private and secure workspace within your home. Away from...Pearl programs and projects by working directly with the client and Pearl team during all phases of implementation… more
- NTT America, Inc. (Austin, TX)
- …(including Generative AI). You'll drive revenue growth, cultivate strong client relationships, and lead cross-functional teams to secure market leadership ... refine segmentation strategies and GTM motions by vertical and client size. + Client Engagement & Trusted...strategic relationships with C-suite executives, acting as a trusted advisor on their hybrid IT, edge infrastructure, and AI… more
- Deloitte (San Antonio, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- Cherry Bekaert (Austin, TX)
- …, and/or Private Equity (https://www.cbh.com/industries/ private -equity/) clients is a plus. + Exceptional ... on pass-through entity taxation. Relocation assistance may be offered. You'll use your client service team leadership skills, acting as a role model, to provide… more