- Deloitte (Fort Worth, TX)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Fort Worth, TX)
- …Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Deloitte (Fort Worth, TX)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax ... should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Senior...specialized services including research and development, government incentives, and tax management consulting. Join us, and help… more
- Deloitte (Fort Worth, TX)
- …Wealth practice! Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) or equivalent in law firms… more
- Deloitte (Fort Worth, TX)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Fort Worth, TX)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients ... a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every… more
- Deloitte (Fort Worth, TX)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... risk management , including tax credits, government incentives, and tax management consulting. Qualifications Required + Ability to perform job… more
- Deloitte (Fort Worth, TX)
- …those involving transfer pricing, the section 41 research credit, and the section 48 investment tax credit. Our Federal Tax Controversy specialists serve ... to go until 5/31/2025. Work you'll do As a Senior within Deloitte's National Tax Controversy Services...approval: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred… more
- Public Storage (Plano, TX)
- …impactful financial analyses and analytics through KPIs and dashboards to support senior management decisions. + **Drive Accountability:** Develop reporting and ... Asset Management Executive Leadership Team. + **Strategic Reporting:** Prepare senior management reporting packages, including budget approvals, CAPEX run… more
- JPMorgan Chase (Plano, TX)
- …CCAR and Risk Appetite + Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress + ... within Corporate Central Planning & Analysis! As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the… more
- Toyota (Plano, TX)
- …and report it to relevant stakeholders, including compliance officers and senior management . **Business Application Resiliency** + Drive business application ... some remote work.** This **Director of Product Portfolio Strategy and Application Portfolio Management ** will play a pivotal role in supporting the TFS Chief Product… more
- Atria Wealth Solutions (Plano, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in...deliver a clear path to the future of wealth management with the open-minded agility, senior -level access,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in...deliver a clear path to the future of wealth management with the open-minded agility, senior -level access,… more
- JPMorgan Chase (Plano, TX)
- …project-level status reporting and escalate and articulate key risks/issues to Senior Management + Translate information garnered through investigations into ... professional manner **Preferred qualifications, capabilities, and skills** + 5+ years in indirect tax management , specifically in VAT and VAT-like taxes as they… more
- Bank of America (Frisco, TX)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more
- CyrusOne (Dallas, TX)
- …analyzed by all relevant internal stakeholders + Presents projects and deals to senior management and/or the Capital Committee + Develops and maintains ... team, including design and construction, solutions engineering, sales, procurement, EHSS, tax and legal. The Vice President will provide leadership to a… more
- Vanguard (Dallas, TX)
- …help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional financial planning support. Our ... get to know their clients' goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the moments that matter.… more
- Truist (Fort Worth, TX)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...* 8 or more years of sales and client management experience in Wealth Management and a… more
- The Michaels Organization (Fort Worth, TX)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... day. The Community Manager - Urgent Response Team (CMURT), directed by the Senior or Regional Vice President, travels to assigned multifamily communities and remains… more