• Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a focus on business development and… more
    Truist (05/31/25)
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  • Financial Advisor

    Broadview FCU (Albany, NY)
    …63 & 65 ) licenses. Work toward obtaining advanced financial designation. CFP designation preferred. + Excellent mathematical ability + Excellent computer skills, ... including knowledge of spreadsheets + Excellent communications ability, both oral and auditory + Excellent interpersonal skills + Ability to prioritize and change directions as needed + Strong organizational skills + Excellent presentation skills Starting… more
    Broadview FCU (05/09/25)
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  • Tax Senior - Private Wealth

    Deloitte (New York, NY)
    …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 (07/11/25)
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  • Tax Manager - Mutual Funds

    Deloitte (New York, NY)
    …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 (06/23/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Rochester, NY)
    …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 (06/21/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Jericho, NY)
    …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 (05/27/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Jericho, NY)
    …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 + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the… more
    Deloitte (05/24/25)
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  • Tax Senior - Real Estate

    Deloitte (Williamsville, NY)
    …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 (05/24/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Williamsville, NY)
    …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 (05/24/25)
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  • Tax Manager - Hedge Funds

    Deloitte (New York, NY)
    …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 The wage range for this role takes into account the wide range of factors that are considered in making… more
    Deloitte (05/22/25)
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