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We help clients, including global companies, electric and natural gas utilities, and financial institutions develop and implement climate change programs across a broad range of industry sectors and contribute to climate and clean energy policy development.
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Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
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SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households.
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Be an industry leader known for excellence in the financial institutions industry, including maintaining exceptional tax technical knowledge, providing thought leadership and staying current with tax changes and industry trends that impact banks.
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We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
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Providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an emphasis on companies operating in the manufacturing and distribution, construction and real estate, professional services and technology, and financial institutions industries.
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Assisting in supervising, developing, and coaching professional tax staff. Master's degree in Accounting, Taxation, Law degree, or a related field. As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow.
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In this role, our team provides technical consulting and due diligence on behalf of project developers, financial institutions, and investors who rely on our reports in making investment and risk assessment decisions.
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We offer consulting services, subscriptions and training to clients ranging from major oil and chemical companies to governments, investors, financial institutions, development agencies and law firms.
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5-7 years experience in financial services, including experience working with advisory firms such as a wholesaling role, insurance role, custodian role, breakaway recruiting role, or other related RIA M&A role.
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Our client base is mostly local as we have a long-standing reputation in the Houston area and our clients range from financial institutions, to healthcare, non-profit/government, private equity, audit & assurance, consulting & outsourcing, entrepreneurial advisory, forensics & litigation accounting, tax employee benefit plan audits, high net worth individuals and everything in between.
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NexantECA, the Energy and Chemicals Advisory company is the leading advisor to the energy, refining and chemical industries. We are looking for an Analyst/Senior Analyst to work across NexantECA, the Energy and Chemicals Advisory company, with involvement in both single client projects and our subscriptions and reports program.
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Experience in Financial Services is a plus (Alternative Investment Funds, Financial Institutions, Broker/Dealers, Insurance or related industries) Engagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries.
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