• Tax Manager - Real Estate

    Deloitte (Jericho, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services. Qualifications Required + Ability to ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/22/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Jericho, NY)
    …tax analyses for a variety of entities and their affiliates; and perform detail- level reviews of tax research, regulated investment company (RIC) tax work papers, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as… more
    Deloitte (05/22/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + 5+ years total corporate tax… more
    Deloitte (05/21/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services. Qualifications Required + Ability to ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/21/25)
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  • Tax Senior - Insurance Tax

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services. Qualifications Required + Ability to ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/19/25)
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  • Tax Senior - Banking & Capital Markets

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial Accountant ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/19/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst ( CFA ) a plus + 15+ years of relevant work experience, with ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
    Citigroup (05/17/25)
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  • Payments Sales & Marketing - Financial Planning…

    JPMorgan Chase (Brooklyn, NY)
    …learn quickly, be flexible, and think strategically. + Experience with client- level analysis and reporting. + Demonstrates sound judgment, professional maturity, ... internal clients and senior management. **Preferred qualifications, capabilities, and skills** + CFA , CPA, MBA a plus + Familiarity with coalition, client segments,… more
    JPMorgan Chase (05/15/25)
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