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Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

YEAR

Deloitte

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

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BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp.

Senior Trust Officer

The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

The Planned Giving Specialist supports the growth of the planned giving program by helping secure planned gifts, increasing inquiries about planned giving opportunities, stewarding Honor & Empower Society donors and prospects, and supporting the Major Gifts team with planned giving solicitations and donor education. All resumes submitted by search firms to any employee at Wounded Warrior Project via email, the Internet or directly to hiring managers at Wounded Warrior Project in any form without a valid written search agreement in place will be deemed the sole property of Wounded Warrior Project, and no fee will be paid in the event the candidate is hired by Wounded Warrior Project as a result of the referral or through other means.".

Wounded Warrior Project, Inc.

Planned Giving Specialist

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Bachelors degree from an accredited college/university required; licensed CPA, EA or JD/LLM, in addition to others on KPMGs approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Minimum eight years of recent tax experience serving family enterprises, family offices, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm.

KPMG International Cooperative

Manager / Senior Manager, Family Enterprise Tax

What You'll Do: Act as project manager for client account openings, transitions, and closings, including monitoring opportunity pipelines, evaluating requirements, delivering the client welcome package, establishing service levels, hosting cross-functional calls, managing timelines, and driving the completion of outstanding deliverables across teams. Their primary responsibility is to partner closely with the client, Sales Client Manager, Client Service Advisor (CSA), and internal AB partners to onboard-open, modify, and close client accounts; as well as to execute complex cash flows involving transition accounts and/ or securities in-kind.

AllianceBernstein Holding LP

Client Group Onboarding & Transitions Project Analyst

Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).

Wealth Management Advisor Jobs in San Antonio, TX

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Deloitte

Senior Trust Officer BOK Financial Corp.

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte

Planned Giving Specialist Wounded Warrior Project, Inc.

Manager / Senior Manager, Family Enterprise Tax KPMG International Cooperative

Client Group Onboarding & Transitions Project Analyst AllianceBernstein Holding LP

Private Banking Officer II Frost Bank

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