- Truist (Dallas, TX)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary… more
- Applied Materials (Austin, TX)
- …be directly involved in the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will make recommendations based on ... learn Applied Materials overall businesses and become a trusted advisor to partner with and guide our internal customers...scale with a variety of cultures as well as tax , financial controls and government regulations. + Experience in… more
- Charles Schwab (Westlake, TX)
- …Services. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing ... limited to: + Research and processing cost basis adjustments for Retail and Advisor Services clients + Option trade reconciliation, return of capital, and cost basis… more
- Bank of America (The Woodlands, TX)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- ADP (Houston, TX)
- …human resources technology, offering the latest AI and machine learning-enhanced payroll, tax , human resources, benefits, and much more. We believe our people make ... here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- ADP (Houston, TX)
- …attitude and an urge to persevere until you get it right. Trusted Advisor . Lives integrity and delivers on promises every time. Passionate advocate. Strengthens ... human resources technology, offering the latest AI and machine learning-enhanced payroll, tax , human resources, benefits, and much more. We believe our people make… more
- ADP (El Paso, TX)
- …Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic ... the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across...and Benefits policies and procedures + Knowledge of the Tax , Payroll, ERPs, System Integrators, and Software industry +… more
- Eliassen Group (Austin, TX)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... & Strategic Alignment** + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VA's strategic roadmap. +… more
- JPMorgan Chase (Houston, TX)
- …financial health and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial security for their families and ... service support needs of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical data from key… more
- ADP (Dallas, TX)
- …life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more