- Deloitte (Dallas, TX)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What ... You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Deloitte (Dallas, TX)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! 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...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- CIBC (Houston, TX)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Private Wealth Business Development Officer (BDO), you are ... for the creation of new business with high net worth individuals, family offices, endowments and foundations. You will work closely with Relationship Managers,… 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 planning ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in… more
- Truist (Houston, TX)
- …assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. ... America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going...deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned… more
- Wells Fargo (Frisco, TX)
- …Fargo** . It all begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the United States' leading providers of ... financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet… more
- Citigroup (San Antonio, TX)
- …banking and wealth management services to our Citigold and Citigold Private clients via our Citibank branch-based advisors and centralized service centers. The ... and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth Management (CPWM)...registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for a highly skilled and experienced Head of Family Office to lead tax strategy, investment oversight, and financial operations for a ... substantial family office . This senior role offers a...diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Analyst, GBM Audit COO Office - Reporting & Strategic Initiative **Requisition ID:**...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. Location(s):… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... as needed. **What You'll Do** * Provide end-user support for MS Windows, Office 365, remote access/VPN. * Support front- office trading and sales functions… more