- Grant Thornton (Dallas, TX)
- …delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting ( CPA ) firm that provides audit ... ERP and billing systems, such as SAP, Oracle, PeopleSoft, JD Edwards, etc + Requirements analysis and design for...them to perform core project activities + Participating in Sales meetings and Proposal Development meetings + Network and… more
- CIBC (Houston, TX)
- …is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA, CFP, CFA, JD , CTFA, CPA + 10+ years of experience in wealth management or a ... with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate activities to achieve business development strategies.… more
- IDEX (Brenham, TX)
- …where you can make an impact. With interesting opportunities in engineering, marketing, sales , supply chain, operations, HR, finance, and more across more than 40 ... strategies + **Operational Support** + Partner with operations and sales teams to support business decisions + Evaluate capital...+ Bachelor's degree in Accounting, Finance, or related field ( CPA or CMA preferred) + 5+ years of experience… more
- Comerica (Houston, TX)
- …+ Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA , JD , or MBA About Comerica We know our employees are critical to our overall ... Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated ability… more
- Insight Global (Baytown, TX)
- …or Freeport). This role partners closely with the Regional Vice President, Sales & Marketing Director, HR Director, and the regional operating team, providing ... & Experience Bachelor's degree in Accounting, Finance, or related field ( CPA /MBA preferred). 7+ years of finance/accounting experience with FP&A and month-end… more
- Moss Adams LLP (Dallas, TX)
- …in accounting, finance or related field preferred; Master's Degree in taxation or JD /LLM preferred + Licensed CPA , Licensed Attorney, EA or equivalent credential ... needs + Perform technical review and analysis of multistate sales , use, and gross receipts tax issues such as...Minimum of 4 years of related tax experience required; public accounting experience preferred + Previous experience performing tax… more
- Insight Global (Fort Worth, TX)
- …Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP, ChFC, CPA -PFS, JD A - Deep knowledge of financial planning processes, tools, ... Income Certified Professional) and EA (Enrolled Agent) designations - Sales and Client Meeting Experience - Understanding of military pay and benefits… more
- City National Bank (Houston, TX)
- …to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree ( JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to ... of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective...within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain… more
- Bank of America (Houston, TX)
- …days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... + Ability to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be a skilled negotiator + Ability… more
- Grant Thornton (Dallas, TX)
- …Accounting + Minimum six years of progressive tax compliance and/or tax consulting + Active CPA license, JD with active law license in good standing, or ... + Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to...Certified Member of the Institute for Professionals in Taxation… more