• Tax Senior - Sustainability - Renewable Energy

    Deloitte (San Jose, CA)
    …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 (08/21/25)
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  • Tax Senior, Private Equity

    Deloitte (Costa Mesa, CA)
    …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 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication… more
    Deloitte (08/20/25)
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  • Tax Manager - Private Wealth

    Deloitte (San Francisco, CA)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in ... accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and… more
    Deloitte (08/20/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (San Francisco, CA)
    …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, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in… more
    Deloitte (08/20/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Sacramento, CA)
    …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
    Deloitte (08/18/25)
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  • Tax Manager - Private Equity

    Deloitte (Sacramento, CA)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big ... 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting 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… more
    Deloitte (08/18/25)
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  • Tax Senior - Private Wealth

    Deloitte (Los Angeles, CA)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through… more
    Deloitte (08/18/25)
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  • Tax Manager - Tax Exempt

    Deloitte (San Diego, CA)
    …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal… more
    Deloitte (06/23/25)
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  • Paraplanner for Established East Bay Firm

    Robert Half Finance & Accounting (Orinda, CA)
    …in client meetings. If you're currently enrolled or planning to start the CFP (R) program, this role offers an unparalleled opportunity to apply your education in ... plans using industry-leading tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects to enhance… more
    Robert Half Finance & Accounting (08/09/25)
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  • Private Wealth Relationship Manager (FP)

    Bank of America (San Francisco, CA)
    …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
    Bank of America (06/13/25)
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