- Truist (Tampa, FL)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Citizens (Naples, FL)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's… more
- Deloitte (Tallahassee, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more
- Deloitte (Tampa, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more
- Deloitte (Tampa, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Deloitte (Tallahassee, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more
- Deloitte (Jacksonville, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range… more
- Deloitte (Jacksonville, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide… more
- Deloitte (Tampa, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience indicating strong organizational skills… more
- Deloitte (Miami, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more