- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills:** + Chartered Financial Analyst (" CFA "), Certified Public Accountant ("CPA"), Chartered Accountant ("CA") designations ... are all a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan… more
- Bank of America (Melville, NY)
- …start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making + Loan… more
- Deloitte (New York, NY)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer + GRI 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 (New York, NY)
- …Alternative Certification: + 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. + Experience with Tax Depreciation Software including Sage, Bloomberg, PowerPlan TFA, etc. + Self-starter with demonstrated ability to effectively handle multiple, competing priorities. + Demonstrated effective… more
- Deloitte (Jericho, NY)
- …+ 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 wide range of… more
- Deloitte (Williamsville, NY)
- …+ 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
- Deloitte (New York, NY)
- …+ 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 (New York, NY)
- …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 (New York, NY)
- …+ 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 compensation… more
- Deloitte (Jericho, NY)
- …+ 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 presentation and… more