• Tax Manager - Tax Exempt

    Deloitte (San Diego, CA)
    …eligible: + 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 Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
    Deloitte (09/21/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Tampa, FL)
    …+ 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 + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide range of… more
    Deloitte (09/21/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (Philadelphia, PA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) + 5+ years total corporate ... tax experience + A bachelor's degree in accounting, finance or related field + Strong managerial experience with budgets, people and projects + Demonstrated effective verbal and written communication skills + Self-starter and demonstrated ability to… more
    Deloitte (09/20/25)
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  • Private Banking Advisor

    Comerica (Dallas, TX)
    …sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA , CPA, JD, or MBA About Comerica We know our employees ... are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being,… more
    Comerica (09/20/25)
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  • Private Client Advisor

    Bank of America (Houston, TX)
    …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
    Bank of America (09/19/25)
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  • Japanese Service Group (JSG) Tax Manager

    Deloitte (Los Angeles, CA)
    …eligible: + 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 Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
    Deloitte (09/14/25)
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  • Private Client Manager II

    Bank of America (Los Angeles, CA)
    …of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + ... Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail +… more
    Bank of America (09/10/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (New York, NY)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
    Deloitte (08/26/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Portland, OR)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range… more
    Deloitte (08/23/25)
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  • Tax Manager - Renewable Energy

    Deloitte (New York, NY)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or… more
    Deloitte (08/23/25)
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