- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Robert Half Finance & Accounting (Dallas, TX)
- …investment entities. Prepare monthly, quarterly and annual portfolio level consolidated financial statements and other client reporting. Responsible for ... and Accounting has teamed up with a multi-billion dollar private equity investment fund to assist in the recruitment...oversight of fund level reporting and coordination of client equity contributions and distributions. Perform intensive review of… more
- 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
- Comerica (Dallas, TX)
- …National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client segments. This role ... Trust leadership in developing and executing strategies, diversifying the sources of new client acquisition as a risk mitigant and for executing the tactical sales… more
- ReSource Pro (Dallas, TX)
- …you will + Support the creation and presentation of internal and external financial reporting for senior leadership, private equity stakeholders, and the Board ... support senior management and business segment leaders in the preparation of financial analysis materials and provide data and analytical driven recommendations to… more
- Deloitte (Austin, 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
- Citigroup (San Antonio, TX)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... clients prefer to invest on their own, with an advisor , or a combination of both, Citi Personal Wealth...Business Partners, Relationship Manager, etc.) + Anticipate the complex financial needs of the client and educate… more
- Deloitte (Houston, 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
- Deloitte (Fort Worth, 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
- WSP USA (Dallas, TX)
- …Team** and be a part of a growing organization that meets our client 's objectives and solves their challenges. **PLEASE NOTE: This position requires relocation to ... the specified area. + Meet with various public or private entities or individuals to discuss issues relating to...developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function… more