- USAA (Plano, TX)
- …on individual member needs. Provides advanced retirement planning advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate ... financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to… more
- USAA (Plano, TX)
- …financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to ... Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within...days of hire. Required maintenance of FINRA Series 7 license . Required maintenance of FINRA Series 66 (or 63… more
- Edward Jones (Dumas, TX)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Hendrick Automotive Company (Austin, TX)
- …35 Frontage Rd, Austin, Texas 78745 Hendrick Automotive Group is seeking motivated Sales Advisor to join our Audi sales team in Austin, TX! candidates should have ... for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork accompanying vehicle sales,… more
- USAA (Plano, TX)
- …individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate ... + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other...Diploma required. + Active Group 1 Life & Health license and required maintenance or ability to acquire within… more
- Phillips 66 (Houston, TX)
- …areas for improvement and cost savings + Collaborate with business units, tax , and compliance teams to achieve organizational objectives and maintain regulatory ... initiative and accountability **What Makes You Stand Out** + Broker's license or certification in customs duty/import-export + Experience with duty drawback… more
- Charles Schwab (Westlake, TX)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a specialized team ... relationship is to work through client's sophisticated needs in Tax , Trust, and Estates that among other things that...Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- Grant Thornton (Dallas, TX)
- …Bachelor's degree in Accounting + Minimum six years of progressive tax compliance and/or tax consulting + Active CPA license , JD with active law license ... As the Income/Franchise Tax Manager, you'll deliver a full range of...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- Truist (Houston, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- ICF (Houston, TX)
- …. In this role, you'll be a trusted partner to lenders, tax equity investors, and other financing stakeholders - providing unbiased engineering assessments ... infrastructure assets. + Manage client relationships and serve as a trusted advisor . + Provide technical direction to multi-disciplinary project teams. + Deliver… more
