- Deloitte (Charlotte, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred : + Experience participating in strategic planning initiatives + Focus on partnership,… more
- Deloitte (Charlotte, NC)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Raleigh, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Raleigh, NC)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... on average, based on the work you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4… more
- Deloitte (Charlotte, NC)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- CenterWell (Raleigh, NC)
- …with the ability to encourage others incollaborativeproblemsolving.Acting as both a broker and consultant regarding resources, you engage others in problem solving ... projects + Proficient in Microsoft Office products: Powerpoint, Excel, Word Preferred Qualifications: + BPS Board Certification (any BPS certification) + Pharmacy… more
- Deloitte (Charlotte, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Charlotte, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or large CPA firm equivalent +… more
- RTX Corporation (Monroe, NC)
- …Experience with importer data review, US Customs ACE system and US Customs broker portals ** Preferred Qualification:** + Experience with duty drawbacks and ... including but not limited to, medical, dental, vision, life insurance , short-term disability, long-term disability, 401(k) match, flexible spending accounts,… more
- Evolent (Raleigh, NC)
- …using advanced MS SQL Server tools, including SSIS, SSAS, XML, and Service Broker . + Conduct deep data analysis using SQL, proprietary applications, Azure App ... detail-oriented + Team player with a low ego and high accountability Preferred Experience: + SQL Server Certification (Querying) + Experience with Microsoft Dynamics… more