- Deloitte (Morristown, NJ)
- …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 (Jersey City, NJ)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, ranging from project management support,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Jersey City, NJ)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...+ One of the following accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
- City National Bank (Trenton, NJ)
- …* Demonstrable expertise in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within ... 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to...of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to… more
- Guardian Life (Trenton, NJ)
- …updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, ... exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and… more
- Bank of America (Paramus, NJ)
- …90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more