- Guardian Life (Austin, TX)
- …(BRC) is Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization providing superior case consultation to ... presentations skills in all areas of advanced planning . + Clearly and concisely explain the tax...retirement planning and charitable planning markets . Proven ability to explain advanced sales… more
- Deloitte (Dallas, TX)
- …+ Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified ... been developed and built as a result of a tax planning idea, marketplace needs, or a...services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable… more
- USAA (Plano, TX)
- …retirement income strategies based on individual member needs. + Provides advanced retirement planning advice, tax -efficient distribution options, ... health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. + Recommends relevant financial product and… more
- Deloitte (Austin, TX)
- Description The Tax Transformation Office (TTO) serves Deloitte Tax , focused on transforming client service delivery inclusive of people, process, and technology ... in order for our Tax Professionals to deliver efficient, high value, quality service... technology-forward brand with our clients and in the market . This is an opportunity to be a part… more
- Moss Adams LLP (Houston, TX)
- **National Tax Manager - Accounting Methods & Inventory** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented ... as a leader along the way. Our firm's size, middle- market clients, customized career paths, and supportive culture make...interesting business challenges. As a member of the National Tax Accounting Methods team, you will consult with clients… more
- Deloitte (Dallas, TX)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, LLM, or JD, or… more
- Deloitte (Houston, TX)
- …Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax Credit + Deliver value to clients by identifying opportunities and ... delivering results for our clients. NFTS service lines provide tax planning and compliance support for the...Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree such as Masters of Tax ,… more
- Deloitte (Fort Worth, TX)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Deloitte (Dallas, TX)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Lincoln Financial (Austin, TX)
- …We are excited to bring on an **AVP, Absence, Disability, Life, Regional/National Markets ** role in our Workplace Solutions business line to work remote or hybrid ... In this role you will provide strategic leadership to drive effective market intelligence analysis, product strategy and development, and life-cycle management of… more
- Lincoln Financial (Austin, TX)
- …In this role, you will provide strategic leadership to drive effective market intelligence analysis, product strategy and development, and life-cycle management of ... other senior leaders on expansion into existing, new, tangent or underdeveloped markets . They will also provide highly specialized expertise to senior internal and… more
- Grant Thornton (Houston, TX)
- …Sales & Marketing function, you will get the opportunity to lead strategic go-to- market planning initiatives that enable our firm to effectively reach clients ... and maximize market opportunities. Working within our GTM Operations team, you'll...planning tools (eg, Microsoft Project, Smartsheet, Asana) + Advanced Excel skills with the ability to build financial… more
- Edward Jones (Dallas, TX)
- …Expert understanding of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency using ... passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your...home-office associates, branches, and clients. + Act as an advanced subject matter expert in Financial Planning ,… more
- Deloitte (Fort Worth, TX)
- …and reporting requirements, Pillar II compliance, process and technology enhancement, advanced calculations, compliance and reporting services, planning for ... help clients meet the challenges of a rapidly evolving market and regulatory environment. Our team members are highly...Form 8975 and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income… more
- US LawShield (Houston, TX)
- …+ Establish financial best practices to support decision-making and long-term strategic planning + Coordinate and support external audits, tax filings, and ... financial forecasts to the executive team, adjusting projections based on changing market conditions or business strategy. + Internal Controls & Risk Management +… more
- Wolters Kluwer (Austin, TX)
- …US time zones*_** **Research and Learning, US (CCHGroup.com)** is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax , ... and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and… more
- Edward Jones (Dallas, TX)
- **Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is ... process? Do you have a strong background in financial planning and experience with complex financial planning ...clients first in everything they do. We're creating all-new market locations to help us better reach our clients… more
- Ryder System (Austin, TX)
- …technical expertise and hands on support in network analysis, design, planning , assessment, development, and implementation. Responsible for providing support for ... be configured and used to solve daily business problems + Exceptional advanced troubleshooting skills + Ability to create and maintain professional relationships… more
- Amazon (Dallas, TX)
- …regime, INFORM Consumers Act (for US customers) as well as oversight of tax compliance and other seller experience initiatives for the Americas. This role involves ... and implementing AML-related risks and compliance requirements across new products, services, markets , and channels while also emphasizing on best in class customer… more
- Toyota (Plano, TX)
- … planning and analysis) * Treasury/Asset Liability Management /capital markets experience * Experience in managing and executing sophisticated financial risk ... this role is to lead and develop a high-performance team to manage financial market risks including interest rate, liquidity, basis and other market risks. The… more