• Virtual / Premier Advisor or Virtual…

    Truist (Dallas, TX)
    …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
    Truist (08/08/25)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.… more
    Atria Wealth Solutions (06/17/25)
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  • Wealth Advisor

    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 ... high net worth client relationships, with a proven history of successfully exceeding sales targets. + Process a keen understanding of financial planning. **Req ID:**… more
    Zions Bancorporation (08/24/25)
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  • Legal Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... new personal client relationships. 7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs. 8. Solid understanding… more
    Truist (07/30/25)
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  • Advisor , Deal Modeling

    Cardinal Health (Austin, TX)
    …& Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and maintains ... unit. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and… more
    Cardinal Health (07/29/25)
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  • Advisor , Finance Operations

    Cardinal Health (Austin, TX)
    …Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and ... to properly account for transactions, including but not limited to Sales /Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management… more
    Cardinal Health (09/03/25)
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  • Advisor , Finance Operations

    Cardinal Health (Austin, TX)
    …Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and ... including but not limited to Accounting, Finance, Internal Audit, Legal, Sales /Account Management, Revenue Management, Contracting, Standards & Compliance, etc. +… more
    Cardinal Health (08/08/25)
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  • Indirect Tax Manager

    BMO Financial Group (Irving, TX)
    …Bachelors degree in accounting, finance or related field + JD or MST + 5+ years sales tax experience + Personal property tax experience preferred + Strong ... skills + Equipment leasing experience **ADDITIONAL QUALIFICATIONS:** Experience with Vertex sales tax software integration and management preferred Position will… more
    BMO Financial Group (07/31/25)
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  • Tax Sr. - Corporate

    Robert Half Finance & Accounting (Houston, TX)
    …drive process improvements in a fast-paced environment. Responsibilities: + Provide leadership for two Tax Accountants and act as an advisor to internal teams. + ... Ensure timely preparation for sales & use tax , property tax , payroll tax , and federal filings. + Collaborate with Payroll and M& A teams to address … more
    Robert Half Finance & Accounting (08/08/25)
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  • SALT-Income and Franchise Tax Manager

    Grant Thornton (Dallas, TX)
    As the Income/Franchise Tax Manager, you'll deliver a full range of tax planning, consulting, and compliance services for your multiple clients - all with the ... with the Income/Franchise team and lead staff on various tax matters, on all phases of project and engagement...+ Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to… more
    Grant Thornton (06/18/25)
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