- WTW (Dallas, TX)
- …the needs of its customers. The role is also involved in strategic planning and decision-making. Here are some responsibilities of a team lead: + Advocating ... and lead the onboarding of new ACA + Manage and assist in Client Specialist Alignment This position will remain posted for a minimum of three business days… more
- USAA (Plano, TX)
- …planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care ... and impactful. **The Opportunity** As a Mid-level Retirement Income Specialist , you will ensure the financial security of our...on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an… more
- PulteGroup (Coppell, TX)
- The Online Sales Specialist position will primarily be responsible for qualifying and managing leads that inquire about PulteGroup New Home Communities that present ... - Company CRM + Utilize and update internal OSSCR tool (Online Sales Specialist Community Resource) with relevant community details. Reporting Metrics: + Track and… more
- USAA (Plano, TX)
- …needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... makes us special and impactful. **The Opportunity** The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing… more
- USAA (Plano, TX)
- …us special and impactful. **The Opportunity** As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing ... Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement… more
- Deloitte (Fort Worth, TX)
- Tired of Tax Compliance and Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an ... tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver...developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation… more
- Deloitte (Fort Worth, TX)
- Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax and or partnership tax compliance who is frustrated with the ... tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver...developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation… more
- BMO Financial Group (Dallas, TX)
- …for someone who brings deep commercial lending with C&I, exposure to real estate who can think creatively within capital structures and understand how to leverage ... a variety of change management activities including readiness assessments, planning , stakeholder management, execution, evaluation, and sustainment of initiatives. +… more