- Truist (Dallas, TX)
- …Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will...for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include:… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate… more