- Deloitte (New York, NY)
- …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
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... process, or 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 (New York, NY)
- …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, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (New York, NY)
- …Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... 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 the state of practice/primary office if eligible… more
- Deloitte (New York, NY)
- …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 (New York, NY)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Deloitte (Jericho, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... active accreditations obtained, in process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA… more
- Bank of America (Melville, NY)
- …within 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
- BlackRock (New York, NY)
- …clients and prospects . Create client-friendly versions of research materials **Requirements:** + CFA, CFP , JD, CPA or experience as a wealth advisor a plus + ... Minimum 5 years in wealth management, law firm, public accounting, or similar roles + Expertise in the following areas: + Asset allocation + Asset location +… more