- Deloitte (Tampa, FL)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, 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 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and… more
- Deloitte (Tampa, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more
- Deloitte (Tampa, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging… more
- Deloitte (Jacksonville, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (Tampa, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range… more
- Equitable (Tampa, FL)
- …building your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** + Unlimited ... earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and… more
- Regions Bank (Orlando, FL)
- …Strategist/Financial Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) ... **Skills and** **Competencies** + Excellent problem solving and interpersonal skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full time **Compensation Details** Pay ranges are job specific and… more
- Truist (Davie, FL)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. **General Description ... of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined… more
- Deloitte (Tampa, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA… more
- Deloitte (Jacksonville, FL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or ... large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets;… more