- Regions Bank (Little Rock, AR)
- …trust 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
- Fifth Third Bank, NA (Nashville, TN)
- …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
- Truist (Jupiter, FL)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... registration, and applicable NMLS acceptable background check Preferred Qualifications CFP preferred or CTFA, CFA, CPA , JD...Preferred Qualifications CFP preferred or CTFA, CFA, CPA , JD or MBA Completion or enrollment in certification… more
- Deloitte (Cincinnati, OH)
- …eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Bachelor's degree in accounting, ... you serve Limited immigration sponsorship may be available 5+ years of public accounting experience (at least 3 years in investment management) One of… more
- Deloitte (Stamford, CT)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to...Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Knowledge of fund accounting and general… more
- Deloitte (Charlotte, NC)
- … eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to...Masters of Tax, JD, and/or LLM Previous Big 4, CPA firm experience or law firm experience Excellent presentation… more
- Deloitte (Minneapolis, MN)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Boston, MA)
- … exam If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Certified Financial Accountant (CFA) Certified Financial Planner ( CFP ) ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...in process, or willing and able to obtain: Licensed CPA in the state of practice/primary office if eligible… more
- Deloitte (Los Angeles, CA)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... and other various industries. Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client… more
- Deloitte (Birmingham, AL)
- … eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to...Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Experience working in a fast-paced, team… more
- Deloitte (San Jose, CA)
- … eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Ability to travel up to 25%, ... Our spectrum of business tax services are relevant for public and private companies and range from tax planning...business-related field One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Cleveland, OH)
- … eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Birmingham, AL)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Tampa, FL)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... other various industries. Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel,...or must be willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Dallas, TX)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Philadelphia, PA)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) 5+ years total corporate tax ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...you serve One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Philadelphia, PA)
- … eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... a variety of tax services that are relevant for public and private companies, ranging from project management support,...or must be willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Seattle, WA)
- … eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as ... following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to obtain a necessary license if needed as required by management. Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor ... Promote the Wealth Consulting teams through home office visits and public speaking engagements. Extensive collaboration with internal and external business partners… more
- Guardian Life (Salem, OR)
- …and updating marketing collateral. You have Juris Doctor (JD) law degree required CPA preferred CFP /CLU/ChFC preferred Expert knowledge of tax planning, exit ... planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers Comprehensive knowledge of business owner marketplace and advanced… more
