- USAA (Plano, TX)
- **Why USAA?** At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all of our ... advice and guidance efforts to achieve strategic goals + Executive -level business acumen in the areas of business operations,...counsel **What sets you apart:** + Experience as a financial analyst, or legal support for financial … more
- Bank of America (Plano, TX)
- Consumer Banking Attorney Charlotte, North Carolina;Atlanta, Georgia; Plano, Texas; Dallas, Texas; Boston, Massachusetts; Wilmington, Delaware; New York, New York; ... are guided by a common purpose to help make financial lives better through the power of every connection....Bank of America is looking for a highly motivated attorney to join their team. The successful candidate will… more
- Deloitte (Dallas, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor or ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...Experience working in a fast-paced, team environment + Strong executive presence and demonstrated effective verbal and written communication… more
- Moss Adams LLP (Dallas, TX)
- …following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. ... Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety...with LLM in taxation preferred + CPA or licensed attorney preferred. If not a CPA or licensed … more
- Comerica (Dallas, TX)
- …the annual shareholder meeting. * Works with the Controller group in handling financial , non- financial and regulatory reporting functions, such as Form 10-K, ... 11-K. * Prepares or supervises the preparation of NYSE reports. * Advises executive management on the legal requirements and implications of securities matters. *… more
- Robert Half Legal (Dallas, TX)
- …opening for a Legal Administrative Assistant in the Real Estate and Financial Services Department. This law firm is seeking an enthusiastic, customer service ... effective communication and prioritization within the practice group * Develop executive presentations utilizing advanced computer skills * Prepare and ensure the… more
- USAA (Plano, TX)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... share. You will focus on state-specific or national product competitive and financial KPIs to anticipate and react to potential trends. Identifies opportunities to… more
- USAA (Plano, TX)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... expand USAAs product line market share. Focuses on state-specific competitive and financial KPIs to anticipate and react to potential trends. Identify opportunities… more
- Deloitte (Fort Worth, TX)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Charles Schwab (Westlake, TX)
- …+ **Learning** : You and the team will work on cutting edge financial and regulatory issues essential to Schwab's business strategy: our portfolio of matters ... one US state bar. + At least 10 years of experience as a practicing attorney in-house, or at a law firm leading complex litigation and arbitration matters with… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Dallas, TX)
- …federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management...+ Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as… more
- Deloitte (Dallas, TX)
- …variety of ways, including: + Client Management: Manage the day-to-day interactions with executive clients and sponsors. + Delivery: Work with a team to optimize ... the CPA + If not CPA eligible: + Licensed Attorney (or foreign equivalent) + Enrolled Agent + PMP...Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project… more
- Deloitte (Dallas, TX)
- …delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP)...Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced… more