• Tax Senior - Global Information Reporting

    Deloitte (New York, NY)
    …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 (05/21/25)
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  • Tax Senior - Insurance Tax

    Deloitte (New York, NY)
    …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 range for this role takes into… more
    Deloitte (05/19/25)
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  • Tax Senior - Banking & Capital Markets

    Deloitte (New York, NY)
    …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 into account the wide range of factors… more
    Deloitte (05/19/25)
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  • Tax Manager - Insurance Tax

    Deloitte (New York, NY)
    …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 compensation decisions including but… more
    Deloitte (05/19/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …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 strategically and… more
    Citigroup (05/17/25)
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