- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2026 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- PNC (Austin, TX)
- …have an opportunity to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in Austin, ... accounts in accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned… more
- Robert Half Finance & Accounting (Dallas, TX)
- …industry. Private Equity Fund / Real Estate Opportunity Fund Senior Fund Accountant Primary Responsibilities: Accounting / Reporting Perform accounting and ... and Accounting has teamed up with a multi-billion dollar private equity investment fund to assist in the recruitment...investment fund to assist in the recruitment of a Senior Real Estate Fund Accountant; this role will be… more
- City National Bank (Dallas, TX)
- * SR CREDIT RISK REVIEW OFFICER* WHAT IS THE...desired, along with understanding of high net worth and private client lending and retail loan products. ... 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
- Capgemini (Dallas, TX)
- …industry trends and client needs. + You'll act as a trusted advisor , building long-term relationships with key stakeholders at the above CSPs. + You'll identify ... drive sales initiatives and efforts to develop business strategies, and foster strong client relationships to ensure the growth and success of CSP's initiatives. +… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational,... client meetings per week + Possess strong client relationship skills; influence senior clients to… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the ... - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private ...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more
- 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 of tax ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- EFI Global (Houston, TX)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... of travel (local or regional). Ideal candidate would have experience in client management and accounts, including oversight of expectations, scope preparation and… more
- Deloitte (San Antonio, TX)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
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