- Deloitte (Kansas City, MO)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
- Deloitte (Morristown, NJ)
- …Deloitte's Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Global Information Reporting practice, you will be part of a ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (St. Louis, MO)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field… more
- Deloitte (Boston, MA)
- …a career in Deloitte's Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience + A bachelor's degree in… more
- Deloitte (Detroit, MI)
- …Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
- Deloitte (San Diego, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
- UMB Bank (Kansas City, MO)
- …assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with the fiduciary ... Demonstrates strong risk management analysis and skills Bonus points if: + CT _F_ A/ CFP Professional Designation + JD Degree + Ability to translate complex legal and… more
- T. Rowe Price (Baltimore, MD)
- …+ Series 7, 63, 3 (can obtain 3 in role) Preferred: + CFA, CIMA or CFP preferred FINRA Requirements FINRA licenses are required and will be supported for this role. ... Work Flexibility This role is eligible for full-time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $141,000.00 - $255,000.00 for the location of: Maryland, Colorado, Washington and remote workers… more
- BlackRock (San Francisco, CA)
- …other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP , or progress towards, is strongly preferred + A minimum of 2-4 years ... investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, analytical, technical and client skills + Student of the market with fluid understanding of financial markets,… more
- Penn Medicine (West Chester, PA)
- …Commission regulations.Reports potential infection control issues or violations to supervisor or manager in a timely manner. Credentials: + CFP ServSafe Food ... Protection Education or Equivalent Experience: + HS Diploma/GED (Required) + Education Specialization:Equivalent Experience: We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our… more