• Private Client Advisor

    Umpqua Bank (Sacramento, CA)
    …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking ... new client relationships with Columbia Banking partners and external CPA 's and Attorney's. A team of specialists support these...Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This… more
    Umpqua Bank (08/09/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Sacramento, CA)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/26/25)
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  • Tax Senior - Real Estate

    Deloitte (Costa Mesa, CA)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... or must be able and willing to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
    Deloitte (08/23/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Los Angeles, CA)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client… more
    Deloitte (08/23/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Los Angeles, CA)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/23/25)
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  • Tax Manager - Real Estate

    Deloitte (Los Angeles, CA)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section… more
    Deloitte (08/21/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Sacramento, CA)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/21/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (San Jose, CA)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/21/25)
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  • Tax Senior, Private Equity

    Deloitte (Costa Mesa, CA)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
    Deloitte (08/20/25)
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  • Tax Manager - Private Wealth

    Deloitte (San Francisco, CA)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, ... clients and industries/sectors you serve + 5+ years of public accounting experience (at least 3 years in investment...+ One of the following accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/20/25)
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