- Deloitte (Dallas, 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 (Dallas, TX)
- …be the place for you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting ... If you are looking to leverage your knowledge of investment management in a new and innovative...tax compliance for investments + Experience with data management and automation tools + Advanced degree such as… more
- Deloitte (Dallas, TX)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Tax Senior who is ready to seek...team's overall practice specific services include investment management services, state income and franchise tax ,… more
- Deloitte (Dallas, 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 (Dallas, 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 (Dallas, TX)
- …or more of the following tax compliance related areas: Corporate, Investment Management , Operating Flowthroughs, Individuals, Estates & Trusts, or Indirect. ... 0Description The Tax Transformation Office serves Deloitte Tax ,... compliance and advisory client service delivery for Corporate, Investment Management , Operating Flowthroughs, Individuals, Estates &… more
- Deloitte (Dallas, TX)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- Deloitte (Dallas, TX)
- …with leadership to identify process improvements and opportunities for new services. The Tax Senior will ensure accurate, timely completion of deliverables. The ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team… more
- Deloitte (Dallas, 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 (Dallas, TX)
- …of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, ... Are you a strategic and creative Senior Tax professional who enjoys working...and streamline workflow. + Making recommendations on engagement workflow management and mentoring tax consultants and interns… more
- HUB International (Dallas, TX)
- …and building success by developing relationships with others **Job purpose:** The purpose of the senior tax associate is to work directly with the tax team ... broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment ...to deliver personal, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax… more
- Deloitte (Dallas, 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
- Moss Adams LLP (Dallas, TX)
- **Mergers & Acquisitions \(M&A\) Tax Senior ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people ... with owners and investors to help them ease their tax burden and quantify tax exposures in...Focus. **Responsibilities:** + Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market… more
- Moss Adams LLP (Dallas, TX)
- **Mergers & Acquisitions \(M&A\) Tax Senior Manager** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented ... Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions,… more
- CBRE (Dallas, TX)
- Associate, Commercial Asset Management - CBRE Investment Management Job ID 216570 Posted 09-May-2025 Service line REI Segment Role type Full-time Areas of ... Interest Investment Management Location(s) Dallas - Texas -...of return. + Present information effectively to other employees, senior management , and client groups in private… more
- PNC (Dallas, TX)
- …**Preferred Skills** Asset Management , Decision Making, Financial Accounting, Financial Management , General Ledger (GL), Investment Management , Revenue ... valued and have an opportunity to contribute to the company's success. As a Senior Asset Manager within PNC's Multifamily Capital organization, you will be based in… more
- Charles Schwab (Westlake, TX)
- … experience. In this role, you will support both clients and the Senior Alternative Investment Consultants (AICs) by delivering a white-glove experience to ... works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab &...life cycle, risk, and portfolio modeling + Familiarity with tax issues and liquidity management **What's in… more
- Edward Jones (Dallas, TX)
- …Worth (HNW) team and other internal home office subject matter experts (ie- tax , estate, investment management , business owner, executive compensation, ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.… more
- JPMorgan Chase (Plano, TX)
- …the box, challenging the status quo and striving to be best-in-class. As an Asset Management Senior Associate within the Asset Management team, you will be ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of...Understanding of forward commitments, bond credit-enhanced mortgages, low-income housing tax credits, and MBS tax -exempt bonds. +… more
- PNC (Dallas, TX)
- …to Detail, Decision Making and Critical Thinking, Effective Communications, Fund Management , Fund Performance Analysis, Investment Performance Measurement, ... opportunity to contribute to the company's success. As a Senior Fund Manager within PNC's Multifamily Capital organization, you...Investment Reporting, Problem Solving, Tax Regulations **Work Experience** Roles at this level typically… more