- 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
- Nuveen Investments (Frisco, TX)
- …policies and procedures. + Calculates performance returns. + Seeks guidance from senior Investment Accountants regarding issues that require more advanced ... + Carried Interest Allocations **Additional Job Responsibilities:** Under the Guidance of the Senior Investment Real Estate Accountant: + Oversee the Fund Admin… 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
- 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
- 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
- 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
- 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 ... 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
- TIAA (Frisco, TX)
- …Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management , Resourcefulness, Tax **Anticipated Posting End Date:** 2024-12-30 ... Regional Director The Senior Director, Portfolio Management , is responsible...reviewing and planning client cases by relying on their investment acumen related to global and national economies and… more
- JPMorgan Chase (Plano, TX)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the… 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
- Baylor Scott & White Health (Frisco, TX)
- …the VP CFO - Centennial plans, organizes, and oversees activities related to financial management for Baylor Scott and White Health (BSWH) at Baylor Scott & White ... research, accounting, patient financial services, budgeting, external financing, treasury, investment , reimbursement, and financial and accounting systems. Develops, interprets,… 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