- AdventHealth (Manchester, KY)
- …organization while maintaining compliance with overall policies. The executive is the financial counselor/ advisor for the organization. The CFO plans, organizes, ... and administers the institution-wide program of financial management reporting and managed care contracting to best...principles with all contacts . Plan, organize, and control financial policies and processes . Develop and present operating… more
- Deloitte (Los Angeles, CA)
- …If not CPA 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… more
- Deloitte (Seattle, WA)
- …If not CPA 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… more
- Aerotek (Belle Vernon, PA)
- …offer 3 food trucks on site Tuesday-Wednesday-Thursday for all employees, paid holidays, financial advisor and health coach available. **Workplace Type** This is ... benefit packages, a 50% 401k match up to 8%, and the support of financial and health coaches. Enjoy food trucks onsite during the summer, enhancing the workplace… more
- Aerotek (Charleroi, PA)
- …offer 3 food trucks on site Tuesday-Wednesday-Thursday for all employees, paid holidays, financial advisor and health coach available. **Workplace Type** This is ... up to 8%. Benefit from on-site amenities including food trucks and access to financial and health coaching services. Work Environment Work in a large, clean, and… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor /Senior Client Service Associate of a large book of ... business including handling all administrative functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and… more
- Columbia Bank (South Jordan, UT)
- …+ Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + 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… more
- Deloitte (Nashville, TN)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- Vanguard (Malvern, PA)
- Vanguards Financial Advisor Services division is building solutions that improve investor outcomes. As an Ai/ML product manager you will leverage the latest ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more