- Deloitte (Dallas, TX)
- …Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The ... typically a manager or senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer questions and offer insight… more
- CBRE (Austin, TX)
- …projects through capital markets solutionswith an increasing focus on tax credit transactions andstrategiccorporate engagement. We are seeking a high-performing ... will play a pivotalrolein sourcing, engaging, and bringing corporate buyers into transferable tax credit transactions.This role reports to the Head of Tax Equity… more
- Edward Jones (Crockett, TX)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
- Truist (Fort Worth, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- ADP (El Paso, TX)
- ADP is hiring a **Client Service - Product Support Specialist -- Tax .** + _Are you ready to join a company offering career advancement opportunities throughout your ... for! In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to ...from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth… more
- JPMorgan Chase (Dallas, TX)
- …and trust services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services + Make ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax issues + Knowledge of… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve the… more
- Applied Materials (Austin, TX)
- …Officer's organization and interacts very closely with Corporate Accounting, Policy and Tax teams. **Preferred Background** _:_ BS in Accounting and CPA. 7-10 years ... general ledger activity. + Understand and collaborate closely with Tax on CHIPs credits and their application to assets...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
- Mackenzie Eason & Associates (Midland, TX)
- …record‑setting economic expansion in the Permian Basin, and transformative investments-from new Tax Increment Reinvestment Zones along SH 191 and Loop 250 to ... parks and critical water infrastructure. Midland needs a legal advisor who can lead with opportunity, safeguard the public...and opportunity. You will consult on two newly created Tax Increment Reinvestment Zones that unlock retail, housing, and… more
- Truist (Fort Worth, TX)
- …Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating complex financial ... of existing estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation of complex personal balance sheets, budgeting and other… more
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