- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + Advanced ... effective research, and verbal and written communication skills + Aptitude in MS Project , Word, Excel, and Visio + Previous Big 4 experience + Previous tax… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + ... teams and work with Partners and Managing Directors to provide day-to-day management of tax accounting services to non-attest clients. + Manage tax accounting… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer ... 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… more
- Deloitte (New York, NY)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer ... MST, LLM, or JD, or related field + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer ... develop internal and external working relationships + Strong organizational and time management skills with a demonstrated ability to work independently and manage… more
- Deloitte (Jericho, NY)
- …and business approval: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to balance ... multiple assignments and other responsibilities while meeting prescribed deadlines + Professional demeanor and strong communication skills, both written and oral + Excellent research and writing skills + Ability to perform job responsibilities within a hybrid… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + ... Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST or MAcc + Experience working in a fast-paced, team environment + Demonstrated effective verbal and written… more
- JPMorgan Chase (New York, NY)
- …products, and alternative investments, is a plus + Experience in program/ project management is preferred, including experience working with process ... The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our… more
- JPMorgan Chase (New York, NY)
- …and risk reporting + Own end-to-end implementation projects including assessment, planning, project management , execution and evaluation + Analyze and prioritize ... for business changes + Leverage understanding of client and advisor wealth management processes (front and back...skills** + Minimum of 2 years of experience in project management + Contribute to the development… more
- JPMorgan Chase (New York, NY)
- …parts of the organization when needed **Preferred qualifications, capabilities, and skills:** + Project management experience a plus **To be eligible for this ... Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new investment accounts… more