- Deloitte (Cincinnati, OH)
- …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 (Cincinnati, OH)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or ... 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 (Cincinnati, OH)
- …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 (Cleveland, OH)
- …+ 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
- Deloitte (Cleveland, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, ... 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
- KeyBank (Cleveland, OH)
- …delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA , CFA, CFP or Master's Degree * Demonstrated new business ... accomplishments in ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer… more
- Huntington National Bank (Columbus, OH)
- …trust and estate administration and fiduciary litigation or other advanced degrees (eg, CPA , CFP ). + Strong fiduciary management skills and current knowledge of ... applicable fiduciary federal, state and local laws. + Excellent communication, influencing, and negotiation skills evidence by experience acting independently with regulators and executive management. + Strong risk and operational experience. + Ability to… more
- Guardian Life (Columbus, OH)
- …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
- KeyBank (Brooklyn, OH)
- …equivalent experience preferred **PREFERRED QUALIFICATIONS** + Professional Designation preferred - JD, CPA , LLM, CTFA, CFP , CWS or advanced degree as ... degree in business related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success… more