- 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… 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… 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
- Regions Bank (Clearwater, FL)
- …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in… more
- Truist (Orlando, 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
- 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