- Deloitte (Dallas, TX)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Austin, TX)
- …enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital ... entity simplification and reviewing governance structures excite you? Deloitte's Tax Technology Consulting, Legal Business Services ("LBS") assists clients with… more
- Deloitte (Dallas, TX)
- …) practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a ... Are you a strategic and creative federal tax professional who likes solving complex federal ...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Fort Worth, TX)
- Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of ... role ends on May 31st 2026. What You'll Do Tax seniors identify complex tax issues and...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Charles Schwab (Westlake, TX)
- …industry-leading wealth management services to both retail and registered investment advisor (RIA) clients. The team is responsible for Schwab's wealth management ... industry-leading experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products… more
- Truist (Austin, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Vanguard (Dallas, TX)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified...plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. +… more
- Texas A&M University System (Corpus Christi, TX)
- …the academic requirements for their chosen program and reports directly to the Senior Academic Advisor . This position is responsible for assisting students with ... Job Title Academic Advisor II Agency Texas A&M University - Corpus...Texas (TRS) or Optional Retirement Plan (ORP) + Voluntary Tax Deferred Account/Deferred Compensation Plan Time Off (https://www.tamucc.edu/human-resources/time-off/index.php) :… more
- 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
- ConocoPhillips (Houston, TX)
- …growth and, ultimately, create business success. Job Summary The Tax Counsel or Tax Consultant (the " Tax Advisor ") will have responsibility for tax ... all tax matters for the region the Tax Advisor will be assigned to. The...communication skills; ability to prepare high quality well written tax memos; ability to communicate optimally with senior… more