- Deloitte (Jericho, NY)
- …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 MST, MAcc, JD, or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash… 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 + 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 (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 + 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 (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 + 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 (New York, NY)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) + 5+ years total corporate ... tax experience + A bachelor's degree in accounting, finance or related field + Strong managerial experience with budgets, people and projects + Demonstrated effective verbal and written communication skills + Self-starter and demonstrated ability to… 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, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making… 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 + Experience in the life insurance, property insurance or casualties' industry + Previous Big 4 or large CPA firm experience + Previous experience with corporate tax preparation, tax compliance, or tax controversy The wage… more
- Deloitte (New York, NY)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial Accountant ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Advanced degree ... such as Masters of Tax, JD, and/or LLM + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Experience in banking, securities and/or capital market industries The wage range for this role takes… 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. + Experience in the Insurance Industry and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in making… more
- Citigroup (New York, NY)
- …SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner ( CFP ), Chartered Financial Analyst ( CFA ) a plus + 15+ years of ... relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts and insurance product positioning + Ability to think… more