- Deloitte (Sacramento, CA)
- …Tax Senior in our Private Wealth Tax practice, you will perform high- level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, ... that requires US Tax professionals to co-locate in person 2 - 3 days per week + 3+ years'...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced… more
- Deloitte (Los Angeles, CA)
- …within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week + 5+ years' experience in core federal tax compliance, ... + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or...+ Advanced degree such as MST or MAcc + Mid- Level to Advanced skills in MS Project, Word, Excel,… more
- Aristotle Capital Management (Newport Beach, CA)
- …within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... 1940, as amended. Registration does not imply a certain level of skill or training. More information about each...and objectives can be found in their ADV Part 2 , which is available upon request. We have updated… more
- Grant Thornton (San Francisco, CA)
- …practice or function servicing real estate and/or construction clients or projects at a national level required. + CPA, CFE, CMA, CFA , CCA, CIA, PMP, PMBOK or ... and tax practice, as well as independent American and Irish audit practices. With $ 2 .7 billion in revenues and more than 50 offices spanning the US, Ireland and… more