- 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
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...and public accounting experience + Excellent analytical, technical, and tax accounting/technology skills + Exceptional client service … more
- Deloitte (Dallas, 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 (Dallas, 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
- 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
- Regions Bank (Dallas, TX)
- …Operations and Support experience are strongly preferred. This position is on Regions Bank's Private Wealth Management team. _This position may be filled at a ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- JPMorgan Chase (Dallas, TX)
- …over 7 consecutive years we have been voted number 1 in the US for overall private banking services by Euromoney , and we have been specifically recognized for ... & Estates Practice is an integral part of the services we offer to clients. With over 160 years...whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families… more
- TEKsystems (Dallas, TX)
- …as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices. Guidance is provided to perform varied work that is ... faced with high workloads and deadlines. * Provide a high level of customer service in a calm, courteous and professional manner. * Work independently as well as… more
- First Horizon Bank (Plano, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... profit and minimize risk or loss. Provide quality and timely customer service to internal and external customers. **Essential Duties and Responsibilities** : *… more
