- Eliassen Group (Austin, TX)
- …across departments and with senior leadership. + Act as a strategic advisor to business units undergoing technology change. + Facilitate forums, Q&A sessions, ... training or user support in a corporate setting; Change management experience preferred Tech Skills: Expertise with Microsoft Office 365, Teams, Outlook, SharePoint;… more
- Affinius Capital (San Antonio, TX)
- …assists with the financial accounting and reporting of the company's investment advisor business and related entities. This role will provide strong analytical and ... requirements and PBC's for external and internal audits and tax accountants. Promptly inform management as to any discrepancies...degree in accounting or related field + CPA is preferred + 5+ years' public accounting experience (big 4… more
- The ODP Corporation (San Marcos, TX)
- …Lead will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Team Lead ... cash handling, cashier, and merchandise error logs, register voids, tax exemption and all related cash office audits. +...and Experience:** + High School diploma or equivalent education preferred + Minimum 1-3 years of experience in related… more
- Charles Schwab (Westlake, TX)
- …are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering ... start your day at 4am EST or earlier to ensure you are meeting client's preferred contact time. + You will manage a large client practice in this role. Contacting… more
- Lincoln Technical Institute (Grand Prairie, TX)
- … Preferred : + Bachelor's Degree + Prior experience managing a team of FA Advisor strongly preferred . Full-Time Benefits + Medical, Dental, Vision + Life and ... the document tracking systems within the office (Pell Grants, Federal loans, income tax returns, etc.) as required + Assist with coordinating the school's response… more
- Chevron Corporation (Houston, TX)
- …within the PRA domain. + Stakeholder Engagement: Serve as a trusted advisor to business and IT stakeholders, articulating technical concepts and solution options ... Systems, Business, Engineering, or a related discipline (Master's degree preferred ). + Extensive experience implementing, configuring, and supporting SAP PRA… more
- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant administration, and… more
- WTW (Houston, TX)
- …level colleagues + You will partner with client service teams to become a trusted advisor for clients + You will research various health and welfare compliance and ... tax issues and draft client facing responses to be...a professional services firm, insurance company or legal environment preferred + Foundational to intermediate knowledge of IRC, ERISA,… more
- Alkegen (Dallas, TX)
- …incentives, equity, executive compensation, and recognition. + Serve as a strategic advisor to the VP HR and executive leadership on compensation philosophy, market ... Ensure payroll processes align with compensation policies and legal requirements, including tax compliance and wage reporting. + Partner with Finance, Legal, and… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 and ... practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and...65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years… more