- Deloitte (San Diego, CA)
- …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 tax… more
- Bank of America (Walnut Creek, CA)
- …of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + ... Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail +… more
- Deloitte (San Diego, CA)
- …+ 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… more
- Deloitte (Costa Mesa, CA)
- …+ 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 (Costa Mesa, CA)
- …+ 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 (San Jose, CA)
- …+ 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… more
- Deloitte (Costa Mesa, CA)
- …+ 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
- Deloitte (San Francisco, CA)
- …+ 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 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 skill sets; experience… more
- Deloitte (Los Angeles, CA)
- …+ 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 organizational… more
- Deloitte (Costa Mesa, CA)
- …+ 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 skills The… more