- Deloitte (Dallas, TX)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- Citigroup (Irving, TX)
- …the different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. ... The Senior Auditor is an intermediate level role responsible...Citi reach business goals. **Responsibilities:** + The Internal Audit Wealth team is responsible for providing independent assurance over… more
- S&P Global (Dallas, TX)
- …start‑up, growth, mature, and distressed stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of ... Associate will use valuation techniques and technology-enabled solutions to fulfil these client commitments. On a day‑to‑day basis, Senior Associate will work… more
- JPMorgan Chase (Plano, TX)
- …Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The US Private Bank provides individuals, advisors ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- S&P Global (Dallas, TX)
- …growth, mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate, Private Market Valuation will deliver a range of ... leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of… more
- Citigroup (San Antonio, TX)
- …Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing ... and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth Management (CPWM)...support from those teams. + Provides timely feedback to senior management to identify client pain points… more
- Citigroup (Houston, TX)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- JPMorgan Chase (Austin, TX)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- S&P Global (Dallas, TX)
- …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... to clients via data standardization and harmonization. As a senior member of the team, you will be collaborating...+ Lead expert within the Enterprise Data Organization for Private Credit and broadly syndicated loans + Manage continued… more