• Private Client Advisor

    Commerce Bank (Leawood, KS)
    …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... both from an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP **Level of role is determined by knowledge, experience,… more
    Commerce Bank (10/06/24)
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  • Wealth Regional Managing Director

    Truist (Atlanta, GA)
    …Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...to travel, occasionally overnight Preferred Qualifications: * MBA, JD, CPA , CFA or CFP * 5 years… more
    Truist (10/17/24)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Little Rock, AR)
    …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
    Regions Bank (10/31/24)
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  • Wealth Management Advisor

    Fifth Third Bank, NA (Atlanta, GA)
    …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
    Fifth Third Bank, NA (10/26/24)
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  • Director of Finance

    OWN - Our World Neighborhood Charter Schools (Howard Beach, NY)
    …Ideally an MBA + Certification as a Certified Public Accountant ( CPA ), or Certified Financial Planner ( CFP ), or Certified Financial Analyst ... (CFA) + 5+ Years of experience working in accounting, finance or related area, preferably in a nonprofit or educational environment + Mastery of GAAP + Supervisory Experience + The ability to travel to each school location (Astoria, Howard Beach, and Corona)… more
    OWN - Our World Neighborhood Charter Schools (10/18/24)
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  • Financial Project Manager

    Robert Half Management Resources (Valley Village, CA)
    …Relevant professional certifications such as Certified Public Accountant ( CPA ) or Certified Financial Planner ( CFP ) are advantageous. Robert Half ... is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing… more
    Robert Half Management Resources (09/18/24)
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  • Wealth Advisor III

    Truist (Charlotte, NC)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification… more
    Truist (10/04/24)
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  • Sr. Wealth Advisor

    Truist (Greenwich, CT)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA , JD or MBA + Completion or enrollment in certification… more
    Truist (09/26/24)
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  • Professor Of Practice All Ranks - Assistant…

    Texas Tech University (TX)
    …professional certification relevant to personal finance and financial planning, such as the CFP (R) and AFC(R), CPA , CFA(R), or EA. 3. Professional practice ... teaching standards across modalities. * Facilitate accreditation of the program with the CFP Board and AFCPE. * Maintain strong relationships with alumni to provide… more
    Texas Tech University (10/30/24)
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  • Tax Senior Manager - Real Estate Tax (Central…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section… more
    Deloitte (11/07/24)
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  • Tax Senior - Nat'l Federal Tax Services…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (11/07/24)
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  • Tax Manager - Investment Management - Private…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Previous Big 4 experience or ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
    Deloitte (11/07/24)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client… more
    Deloitte (11/07/24)
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  • Tax - Senior Manager- Business Tax Services-…

    Deloitte (Columbus, OH)
    …+ Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (11/07/24)
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  • Tax Senior - Real Estate Tax (Central Region…

    Deloitte (Columbus, OH)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding ... or must be able and willing to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
    Deloitte (09/09/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/13/24)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Columbus, OH)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/13/24)
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  • Tax Senior Manager - Private Equity (East Coast…

    Deloitte (Charlotte, NC)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
    Deloitte (11/07/24)
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  • Tax Senior - Financial Services-Insurance Tax…

    Deloitte (Hartford, CT)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, ranging from project management support,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (11/07/24)
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  • Tax Manager - Financial Svcs - Banking & Capital…

    Deloitte (Boston, MA)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...+ One of the following accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (11/07/24)
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