- JPMorgan Chase (Rochester, NY)
- …Qualifications, Skills and Capabilities + Bachelor's Degree required; MBA or other advanced degree is a plus; JD preferred + In-depth knowledge of all ... fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships + Relevant years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm + Solid Client… more
- Deloitte (New York, NY)
- …Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + Advanced degree such as MST, MAcc, JD or LLM + Demonstrated sound judgment ... US Tax professionals to co-locate in person 2-3 days per week + Bachelor's degree in accounting, finance, or other business-related field + 3+ years' experience in… more
- Deloitte (New York, NY)
- …+ Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD , or LLM + Prior Big 4 experience + Strong ... and reviewing client work papers and income tax returns + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing trust… more
- Deloitte (New York, NY)
- …+ Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD , and/or LLM + Previous Big 4 ... and reviewing client work papers and income tax returns + Bachelor's degree in accounting, finance, or other business-related field + Demonstrated advanced… more
- Deloitte (New York, NY)
- …Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree such as Masters of Tax, JD , and/or LLM + Strong organizational ... professionals to co-locate in person 2 - 3 days per week + Bachelor's degree in accounting, finance, engineering, technology, or related field + 3+ years' experience… more
- Deloitte (New York, NY)
- …Licensed attorney + Enrolled Agent + PE (Professional Engineer) Preferred : + Advanced degree such as MST, LLM, or JD + Experience with tax technical research ... work you do and the clients and industries/sectors you serve. + Bachelor's degree in accounting, finance, engineering, technology, or related field + 5+ years'… more
- Deloitte (New York, NY)
- …the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD and/or LLM + Previous Big 4 or large ... in state and local tax; 1+ years with Unclaimed Property tax + Bachelor's degree in accounting, finance, or related field + One of the following active… more
- Deloitte (Jericho, NY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as master's in science of tax ... years of experience in federal partnership tax + Bachelor's degree in accounting or other business-related field required +...(MST), JD , or LLM + Previous Big 4 or large… more
- Deloitte (Williamsville, NY)
- …Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD , and/or LLM + Experience working ... services or preparing client work papers and income tax returns + Bachelors degree in accounting, finance or other business-related field + Ability to demonstrate… more
- KeyBank (Tarrytown, NY)
- …in business related field or equivalent work experience (required) + Master's Degree in business related field ( preferred ) **Experience Qualifications** + ... Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Licensed Attorney/ JD (varies by state) ( preferred ) + Certified Wealth… more