• Tax Manager - Federal / Corporate Tax

    Deloitte (Sacramento, CA)
    …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 communications skills The wage… more
    Deloitte (08/21/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (San Jose, CA)
    …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 leveraging technology and exploring new… more
    Deloitte (08/21/25)
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  • Intermediary Sales Consultant (B/D & Dcio)

    T. Rowe Price (San Francisco, CA)
    …first 3 months of hire if not currently held. Preferred: + MBA, CFA, CFP , CIMA + Extensive knowledge of the financial service industry + Previous intermediary ... experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and ability to flex to the… more
    T. Rowe Price (08/21/25)
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  • Tax Senior, Private Equity

    Deloitte (Costa Mesa, CA)
    …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 wage range for this role takes… more
    Deloitte (08/20/25)
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  • Tax Manager - Private Wealth

    Deloitte (San Francisco, CA)
    …+ 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 skills + Excellent research and writing… more
    Deloitte (08/20/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (San Francisco, CA)
    …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 compensation decisions including but not… more
    Deloitte (08/20/25)
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  • Financial Professional

    Equitable (Irvine, CA)
    …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
    Equitable (08/20/25)
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  • Paraplanner - RIA Firm

    Robert Half Finance & Accounting (Orinda, CA)
    …becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program or planning to start soon, this is an exceptional opportunity ... to learn, grow, and gain direct client-facing experience. Why Join: + Average team tenure of 8+ years - people love working here! + Beautiful office in a BART-accessible location + Strong emphasis on professional development: firm covers financial education… more
    Robert Half Finance & Accounting (08/19/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Sacramento, CA)
    …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 large CPA firm experience +… more
    Deloitte (08/18/25)
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  • Tax Manager - Private Equity

    Deloitte (Sacramento, CA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or large CPA firm equivalent + ... Knowledge of fund accounting and general ledger accounting 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 and training;… more
    Deloitte (08/18/25)
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