• Tax Senior - Sustainability - Renewable Energy

    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 + 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 (05/22/25)
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  • Tax Senior - Mutual Funds

    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 + 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… more
    Deloitte (05/22/25)
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  • Tax Manager - Federal / Corporate Tax

    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 + 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 (05/22/25)
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  • Tax Senior, Private Equity

    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 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
    Deloitte (05/21/25)
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  • Tax Manager - Private Wealth

    Deloitte (Jacksonville, FL)
    …+ 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 (05/21/25)
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  • Premier Banker or Advisor - Crystal River

    Truist (Homosassa, FL)
    …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking… more
    Truist (08/08/25)
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  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS)… more
    KeyBank (08/04/25)
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