• Tax Senior - Hedge Funds

    Deloitte (Jericho, NY)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (08/21/25)
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  • Tax Manager - Hedge Funds

    Deloitte (New York, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
    Deloitte (08/21/25)
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  • Investment Consultant

    Charles Schwab (Brooklyn, NY)
    …is required (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of ... advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management,...experience in the financial services industry (required) + Financial business… more
    Charles Schwab (10/06/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (New York, NY)
    …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited… more
    Wells Fargo (10/01/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (New York, NY)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax experience + A ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
    Deloitte (09/20/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (New York, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (08/26/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Jericho, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (08/23/25)
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  • Tax Senior - Banking & Capital Markets

    Deloitte (New York, NY)
    …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
    Deloitte (08/18/25)
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  • Tax Manager - Insurance Tax

    Deloitte (New York, NY)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
    Deloitte (08/18/25)
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  • Special Needs Trust Manager - Fiduciary Manager

    Wells Fargo (Purchase, NY)
    …Leadership experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary ... + Lead team to achieve objectives + Manage allocation of people and financial resources for Fiduciary Products + Mentor and guide talent development of direct… more
    Wells Fargo (09/16/25)
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