- Cushman & Wakefield (Dallas, TX)
- **Job Title** Financial Advisor ( CPA preferred ) **Job Description Summary** Candidate to join a USA based Financial Advisory and Consulting team that ... Bachelor's degree preferably in Finance, Accounting, Real Estate or related business areas + CPA preferred + 4 - 5 years of financial analysis experience in… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... analysis for a variety of entities and their affiliates including reviewing public information and tax-specific information. + Analysis and deployment and use-case… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- Truist (Fort Worth, TX)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA , JD or… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + Advanced degree such as ... in process, or willing able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Baylor Scott & White Health (Frisco, TX)
- …REQUIRED IN A COMPETENT, PROFESSIONAL AND COURTEOUS MANNER. **KEY SUCCESS FACTORS** + CPA certification preferred + Proficient with MS Office applications. + ... care to the rapidly growing North Texas area!** **JOB SUMMARY** + Prepares financial statements. Performs monthly balance sheet, income statement and changes in … more
- Truist (Dallas, TX)
- … Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant * Completion of established management development or ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...acceptable background check * Ability to travel, occasionally overnight Preferred Qualifications: * MBA, JD, CPA , CFA… more
- Truist (Dallas, TX)
- …Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of established management ... Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP),… more
- Capital One (Plano, TX)
- … Qualifications: + Master's degree + Certified Financial Analyst (CFA) OR Certified Public Accountant ( CPA ) + Ability to support conclusions ... limited to, Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Energy, Counterparty Credit, Capital Markets,… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred : + Advanced degree such as ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Dallas, TX)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Kestra Financial (Fort Worth, TX)
- …insurance, and managed accounts * Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and… more
- Deloitte (Dallas, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Project Management Professional (PMP) + Certified Financial Advisor (CFA) + Professional Engineer + Advanced ... obtained, in process, or willing to obtain: + Licensed CPA in state of practice/primary office if eligible to...working relationships + Ability to thrive with competing priorities Preferred : * 2+ years' experience in financial … more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Westlake, TX)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as MST, ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...Our spectrum of business tax services is relevant for public and private companies, and range from tax planning… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Fort Worth, TX)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Westlake, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... or must be able and willing to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more