- H&R Block (Irving, TX)
- …build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and ... better if you also had + CPA or Enrolled Agent certification + Experience completing business tax returns + Experience conducting virtual tax interviews +… more
- H&R Block (Mesquite, TX)
- …successful. It would be even better if you also had + CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in ... stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert… more
- Edward Jones (Pflugerville, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Regions Bank (Houston, TX)
- …Master of Business Administration (MBA) or Master of Taxation) + Professional Certification (s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA… more
- UL, LLC (Plano, TX)
- The Senior Global Mobility Advisor manages the operational aspects of employee mobility. This role is responsible for immigration compliance, relocation support, ... ideal candidate brings strong knowledge of global mobility processes, international tax and immigration regulations, and vendor management. + Coordinates and… more
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Compliance Program Advisor within PNC's Commercial Real Estate organization, you will be based in ... maintain internal transaction reporting systems. -Lead coordination of audit and tax return processes with internal and external stakeholders. -Assist and coordinate… more
- Truist (Webster, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP),… more
- Zions Bancorporation (Houston, TX)
- …These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP(R) certification is highly preferred. + Exhibit proficiency in using computers and relevant software.… more
- Deloitte (Houston, TX)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... of the leading ERP technologies that is revolutionizing how tax is managed and how tax departments...+ Certified Scrum Developer (CSD) + QAI Global Institute Certification + Open Group Certified Architect (Open CA) +… more