- Deloitte (Austin, TX)
- …Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- City National Bank (Houston, TX)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process,...and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to… more
- HUB International (Austin, TX)
- … management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a ... risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of...relationships with others **Job purpose:** The purpose of the senior tax associate is to work directly… more
- Grant Thornton (Houston, TX)
- …Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND ... other taxing authorities + Identifying, researching, and assessing various tax issues while also providing information to senior... tax issues while also providing information to senior staff members + Providing on-the-job training to junior… more
- Cherry Bekaert (Sugar Land, TX)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... is within the Dallas Market Commercial Group and a Senior CA will be expected to provide credit analysis...a fast production-based environment and include: financial statement and tax return spreading into Bank software or templates, creating… more
- Charles Schwab (Westlake, TX)
- …"challenge the status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an ... industry-leading wealth management experience. WAS' vision and mission is to...this role, you will support both clients and the Senior Alternative Investment Consultants (AICs) by delivering a white-glove… more
- First Horizon Bank (Houston, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... commercial real estate product types (ie retail, office, multi-family, industrial, senior housing, student housing, etc.). **ROLES AND RESPONSIBILITIES -** + Prepare… more