- Deloitte (Dallas, TX)
- …computation projects for clients, with emphasis on identification and communication of technical tax and service issues. + Determine and solve for complexities with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such...or large CPA firm experience + Aptitude in MS Project , Word, Excel, and Visio + Transaction and M&A… more