- Deloitte (Tampa, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Jacksonville, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
- Deloitte (Jacksonville, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Tampa, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Regions Bank (Orlando, FL)
- …Financial Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the… more
- Deloitte (Tampa, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Tampa, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Jacksonville, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Lake Mary, FL)
- …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 + Previous Big 4 or… more
- Deloitte (Tampa, FL)
- …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 presentation and… more