- Regions Bank (Mobile, AL)
- …Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Health First (Melbourne, FL)
- …hospital setting. + One or more years of experience as a Physician Advisor . o Certification: Certified Physician Executive (CPE). o Knowledge/Skills/Abilities: + ... *POSITION SUMMARY:* The Physician Advisor is a key member of the Health...Florida medical license as a Physician. * Certification: Board certified in trained specialty. * Knowledge/Skills/Abilities: o Proven communication… more
- Citizens (Needham, MA)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... financial situation, becoming the client's trusted relationship manager + Engage with Certified Financial Planners and Financial Advisors to create and analyze the… more
- Huntington National Bank (Grand Rapids, MI)
- …to complex Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Southern States Cooperative, Inc (Frederick, MD)
- …or the ability to obtain: Commercial Driver's License, Commercial Pesticide Applicator License, Certified Crop Advisor License, Certified Feed Advisor ... License Requirements -- degree of expertise increases with grade level RETAIL SALES: * Able to effectively apply knowledge of a variety of seed, fertilizer, crop protectant, and feed products and services in order to accurately answer questions and make… more
- Deloitte (Tempe, AZ)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Proven ability to ... cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for… more
- M&T Bank (Wilmington, DE)
- …Preferred:** Juris Doctor (JD) or Master's degree in Business Administration (MBA) CFTA ( Certified Trust and Financial Advisor ) and/or CFP ( Certified ... their needs to add value to client relationships by serving as trusted advisor to resolve existing issues, pro-actively anticipate issues and take preventive action… more
- Nelnet (Columbus, OH)
- …world class information cybersecurity & compliance services. The Security Advisor provides information security and compliance consulting services using accepted ... DSS, CMMC, GDPR, FERPA, HIPAA/HITECH, GLBA, and FCRA Red Flags. The Security Advisor will gather and analyze customer information, make remote and/or physical site… more
- Deloitte (Columbus, OH)
- …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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Deloitte (Columbus, OH)
- …eligible: + 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 +… more
- Deloitte (Columbus, OH)
- …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 experience + Demonstrated basic understanding of Subchapter K, financial… more
- Deloitte (Columbus, OH)
- …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 + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Columbus, OH)
- …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 + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Columbus, OH)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to perform ... job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: +… more
- Deloitte (Columbus, OH)
- …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 + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic understanding of US tax + Solid understanding of real estate tax technical and transaction skills, including partnership… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Previous ... Big 4 experience or large CPA firm equivalent + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment… more
- Deloitte (Columbus, OH)
- …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 MST, MAcc, JD, or LLM + Prior Big 4 experience + Experience reviewing partnership and/or trust documents + Experience managing… more
- Deloitte (Columbus, OH)
- …eligible: + 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… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as MST, MAcc, JD, or LLM + Prior Big 4 experience + Knowledge of fund accounting and general ledger accounting + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate ... basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you do and the… more
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