- 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
- 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
- Wells Fargo (Irving, TX)
- …planning and analysis, line of business finance, asset-liability management , treasury, tax management , and the company's investment portfolios. They also ... This position presents accounting software proposals on complex issues to Senior Management , which requires strong communication and analytical skills,… 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
- 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
- Marriott (Irving, TX)
- …or related professional area. **Preferred:** * 10 or more years' experience in a senior management position of a Four Star/Four Diamond hotel minimally. * ... **Schedule** Full Time **Located Remotely?** N **Position Type** Management **JOB SUMMARY** Functions as the primary strategic business… more