- EisnerAmper (Houston, TX)
- …to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking ... disability status orany protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private … more
- Busey Bank (Dallas, TX)
- …("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. ... to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain… more
- Busey Bank (Dallas, TX)
- …Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and ... (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will...trust and estate procedures A fiduciary approach to managing client relationships Ability to: The Private Wealth… more
- EisnerAmper (Dallas, TX)
- … compliance and advisory work for clients Review Federal, Multi-National, Multi-State Partnership tax returns Lead client relationships on day to day tax ... tax experience CPA 1+ years of supervisory experience Experience working with asset manager clients ( private equity, hedge funds, fund to funds and/or venture… more
- EisnerAmper (Dallas, TX)
- …be "on call" at select critical times during the transaction process when the client and EA team requires the Manager 's active participation in the ... to make a lasting impact. We are seeking a Manager to join a collaborative, growing transaction team. You...part of a collaborative team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality… more
- Vaco (Houston, TX)
- …CFA, MBA or other professional designation highly desired. + Minimum 4 years' client relations experience in audit, tax , and/or public accounting highly ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A...since 2007 **A Day in the Life** Your CFO client just called. Her accounting department could really use… more
- Vaco (Houston, TX)
- … company in America every year since 2007 **A Day in the Life** Our CFO client just called. Her manager just resigned, or maybe her accounting department could ... required. + Minimum of 3 years' experience in audit, tax , and/or public accounting highly preferred. + Experience in...**Travel** : <10% -Occasional travel to annual conference or client sites Determining compensation for this role (and others)… more
- Deloitte (Houston, TX)
- … Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform ... partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client...marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses… more
- Grant Thornton (Houston, TX)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- CIBC (Austin, TX)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... client relationships, and expanding business within your portfolio. You'll...years of experience in portfolio management, wealth management, personal tax , or financial planning. + **Investment knowledge:** You have… more
