- WTW (Tampa, FL)
- …+ Undergraduate degree along with progress towards relevant professional qualifications such as CFA , AIF, CRPS, CIMA, etc. + 5 or more years of progressive ... investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management). + Relevant experience with corporate retirement plans including 401(k), 403(b), and Deferred Compensation and… more
- KeyBank (Naples, FL)
- …+ Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified ... Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric approach + Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise + Demonstrated expert knowledge of… more
- Deloitte (Tampa, FL)
- …+ 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 for leveraging… more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid-Level to ... Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with demonstrated… more
- Deloitte (Tampa, FL)
- …+ 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 + US federal income tax partnership experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience… more
- Deloitte (Tallahassee, FL)
- …+ 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 + Previous Big 4 or… more
- Deloitte (Jacksonville, FL)
- …+ 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 of factors that… more
- Deloitte (Jacksonville, FL)
- …+ 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 range of factors… more
- Deloitte (Miami, FL)
- …+ 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 + Previous Big 4 or… more