- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... CPA or law firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including… more
- Bank of America (Katonah, NY)
- …exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained ... your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- Deloitte (Rochester, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, ... presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax experience + A bachelor's ... and/or capital markets experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or capital market industries The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... tax compliance, or tax controversy The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, ... and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Publicis Groupe (New York, NY)
- …in business development or in other verticals with cross-over skills (eg strategy, account management) * Drives vision and purpose - painting a compelling picture of ... Self-starter who is curious and proactively thinks around corners * A natural-born planner , with excellent attention to detail and a passion for organizing process… more