- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- ICF (Houston, TX)
- …oversee construction and completion monitoring for energy and infrastructure assets. + Manage client relationships and serve as a trusted advisor . + Provide ... stakeholders - providing unbiased engineering assessments that drive smart financial decisions and ensure project success from development through operation.… more
- CoStar Realty Information, Inc. (Austin, TX)
- …and expertise in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news, and conducting effective ... build relationships with clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing plan. + **Business… more
- Sedgwick (Irving, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Disability Representative **Our teams connect! We collaborate in ... stable and consistent work environment in an office and/or virtual setting + A training program to learn how...benefits package to take care of your mental, physical, financial and professional needs. **PRIMARY PURPOSE** : Provides disability… more
- The Hartford (San Antonio, TX)
- …agencies, they will cultivate profitable relationships while serving as a trusted advisor . Responsible for crafting and implementing a robust agency management and ... in-person engagements with travel required across the territory, supplemented by virtual visits tailored to agency partners' geographic locations. SALES EXPECTATIONS… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... related to sustainability and and ESG, as well as implement client outreach strategies. Responsibilities will include: + Facilitating Federal C&I engagements… more
- Anywhere Real Estate (Houston, TX)
- …and support throughout the Book of Business + Leading complex client consulting engagements involving analysis of franchisee financials, expense management, and ... approval + Develop and deliver scheduled National, Regional, and/or Book of Business virtual education sessions on relevant industry and brand topics, as assigned. +… more
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