- Deloitte (Boise, ID)
- …+ Licensed 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 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; experience… more
- Deloitte (Fresno, CA)
- …+ Licensed 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… more
- Deloitte (Los Angeles, CA)
- …+ Licensed 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… more
- Deloitte (Boise, ID)
- …+ Licensed 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 (Salt Lake City, UT)
- …+ Licensed 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… more
- Truist (Charlotte, NC)
- …1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or equivalent advanced knowledge course of study (in process or ... attained) 2. 3 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:**… more
- Deloitte (San Jose, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, ... finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational… more
- Edward Jones (St. Louis, MO)
- …Bloomberg and 3rd party electronic trading platforms **What Could Set You Apart:** + CFP , MBA, CFA , CPA or related designations preferred *Candidates that live ... within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. **Current INTERNAL home-based associates:** While this role is… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …business, finance, economics, or related field + Graduate degree or professional designation required ( CFP (R), CFA , CPA, EA, JD, Master's, or PhD) + 5-10+ years ... of experience in financial services, with at least 5 years advising clients + Series 65 license preferred + Proficiency in Microsoft Office and familiarity with CRM, document management, and portfolio management software + Experience with custodial platforms… more
- Bank of America (Boston, MA)
- …90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more