- 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
- Baylor Scott & White Health (Frisco, TX)
- …impact by taking initiative and delivering exceptional experience. **Job Summary** As a Financial Advisor III you will be responsible for preparing financial ... required in a competent, professional and courteous manner. **Key Success Factors** + CPA certification preferred + Proficient with MS Office applications. +… more
- Truist (Dallas, 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
- First Horizon Bank (Dallas, TX)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... internal auditor with a deep understanding of banking and financial risk management; + provide critical assurance and advisory...Auditors (IIA) Standards Certification or License required (CIA, CISA, CPA , CFA, CRCM, CIFRS, Series 6, 7, or 24,… more
- Comerica (Dallas, TX)
- …and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred : + CFP or CTFA, CFA, CPA , JD, or MBA About Comerica We know ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically… 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
- Robert Half Finance & Accounting (Dallas, TX)
- …and resource utilization strategies. Requirements * Bachelor's degree in accounting and Certified Public Accountant ( CPA ) certification required. ... and laundry services industry. Responsibilities: * Serve as the financial advisor to regional General Managers, offering...financial statement consolidations is a plus. * Prior public accounting experience, preferably with a Big 4 or… more
- Capital One (Plano, TX)
- …oil and gas or renewable energy + Certified Financial Analyst (CFA) OR Certified Public Accountant ( CPA ) + Ability to support conclusions through ... to: Energy, Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Counterparty Credit, Capital Markets, Leveraged… 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)
- …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 (Dallas, 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 (Dallas, 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 (Dallas, 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 (Dallas, 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 (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more