- Grant Thornton (Houston, TX)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Deloitte (Fort Worth, TX)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Houston, TX)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- CIBC (Austin, TX)
- …a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions. + **Engage in ... management expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax , or financial planning. + **Investment… more
- Bank of America (Dallas, TX)
- …that is culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic Wealth ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely… more
- Zions Bancorporation (Houston, TX)
- …Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial ... to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and … more
- Bank OZK (Dallas, TX)
- …just a company. We're nationally recognized as an industry leader in financial services . That means we combine exceptional service with innovative technologies ... Leads strategy, sales, and administration for the Bank's institutional wealth business - encompassing employer-sponsored retirement plans (401(k), 403(b), pension),… more
- HUB International (Austin, TX)
- …team and wealth management teams to deliver personal, S-Corporation, partnership, private foundation and gift tax returns and ongoing financial recordkeeping ... better serve our valued clients. **About HUB Retirement & Private Wealth (RPW):** We lead our communities... services . The successful tax associate will be detail-oriented, have strong communication skills,… more
- Oracle (Austin, TX)
- …Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The ... We are seeking a Sales Executive for Oracle's Financial Services Global Industry Unit. **Who we are:** Oracle is...Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and… more
- Grant Thornton (Dallas, TX)
- …company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax and audit services for ... services or PE environments. + Proven experience in private equity, investment banking, or financial services ...licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant… more
- JPMorgan Chase (Dallas, TX)
- …and all applicable laws. + Help lead business development with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and ... Trusts & Estates Practice is a cornerstone of the services we offer to clients. With over 160 years...estate assets owned in trusts and estate accounts of Private Banking clients. Reporting to the RPAM Practice Lead,… more
- Truist (Houston, TX)
- …treasury and payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services . Senior investment banking ... relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside… more
- Truist (Houston, TX)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... **Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in… more