- Bank OZK (Dallas, TX)
- …just a company. We're nationally recognized as an industry leader in financial services . That means we combine exceptional service with innovative technologies ... Leads strategy, sales, and administration for the Bank's institutional wealth business - encompassing employer-sponsored retirement plans (401(k), 403(b), pension),… more
- Grant Thornton (Houston, TX)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Deloitte (Fort Worth, TX)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Houston, TX)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Bank of America (Dallas, TX)
- …that is culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic Wealth ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely… more
- Zions Bancorporation (Houston, TX)
- …Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial ... to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and … more
- JPMorgan Chase (Dallas, TX)
- …over 7 consecutive years we have been voted number 1 in the US for overall private banking services by Euromoney , and we have been specifically recognized for ... & Estates Practice is an integral part of the services we offer to clients. With over 160 years...whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families… more
- HUB International (Austin, TX)
- …team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping ... better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities... services . The successful tax associate will be detail-oriented, have strong communication skills,… more
- Oracle (Austin, TX)
- …Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The ... We are seeking a Sales Executive for Oracle's Financial Services Global Industry Unit. **Who we are:** Oracle is...Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and… more
