- 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 (Dallas, TX)
- …presentation and sales skills that establish the WA as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including UHNW ... segment based upon objective and sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor provides integrated delivery of… 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
- 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
- Citigroup (Irving, TX)
- …+ Chartered Accountant (CA) / Master in business administration (MBA)/ Certified Public Accountant ( CPA ) or equivalent combination ... stakeholder management experience **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Finance **Job Family:** Financial… 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 (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 (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 (Fort Worth, 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 ... clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section… 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...process, or 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 + Advanced degree such as MST, ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Dallas, TX)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... tax provisions and tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment? Are you interested… more