- Truist (Houston, TX)
- …identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals ... under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop… more
- Truist (Dallas, TX)
- …strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience. 7. Document all client interactions via CRM system. 8. ... practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based in Dallas, ... on a regular basis. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Charles Schwab (Westlake, TX)
- …to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth ... wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they...The goal of the relationship is to work through client 's sophisticated needs in Tax , Trust, and… more
- Bank of America (Houston, TX)
- … tax & planning software (Thomson Reuters GoSystem, SurePrep, BNA Income Tax Planner) **Skills:** + Client Management + Client Solutions Advisory + ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...Manage** **r** . This important role in our growing tax practice includes managing client relationships and… more
- Kelly Services (Dallas, TX)
- …**About the Company:** A Dallas-based firm provides detailed tax planning , outsourced accounting services, and wealth management through a concierge/family ... Tax Manager **Location:** Dallas, TX **Job Type:** Full-Time (Direct Hire) **Industry:** Tax , Accounting, and Wealth Management ** Client :** Confidential… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is a wealth management firm in... Tax Manager looking for a new challenge. Tax Manager Responsibilities: Tax Planning and ... and implement strategies for clients. + Advise clients on tax planning strategies to minimize tax...maximize financial outcomes. + Stay updated on changes in tax regulations and ensure compliance across all client… more
- Grant Thornton (Houston, TX)
- …consist of tax consulting and tax return preparation duties, including tax research, tax planning , and the preparation of supporting digital work ... Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth...out other projects as assigned + Collaboratively working with client team members while building rapport and strong … more
- HUB International (Dallas, TX)
- …relationships aimed at client retention; support clients as it relates to planning , projects and compliance requirements + Prepare tax returns, quarterly and ... tax associate is to work directly with the tax team and wealth management teams to...Office including Word, Outlook, and Excel + Familiarity with tax software programs + Positive attitude toward client… more
- Kelly Services (Dallas, TX)
- …works closely with high-net-worth individuals and business owners to deliver strategic tax planning , outsourced accounting, and wealth management. **Pay:** ... and review for individuals, corporations, partnerships, trusts, and non-profits + Leading tax planning and strategy discussions with clients + Reviewing… more