- 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
- Fifth Third Bank, NA (Jacksonville, FL)
- …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
- Edward Jones (St. Louis, MO)
- …+ CFP ( Certified Financial Planner) required. + Juris Doctorate (JD) or Certified Public Accountant ( CPA ) designation required. + Series 7, 66 ... to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/ public /index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . **Hiring Minimum:** $163886 **Hiring Maximum:** $279048 Read… more
- Regions Bank (Mobile, AL)
- …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
- 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
- Truist (Austin, TX)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA , JD...Qualifications: * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in… more
- 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
- 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 (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 (Columbus, OH)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... 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 (Columbus, OH)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to perform job responsibilities ... or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- 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 (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 (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 (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 (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
- Truist (Dallas, TX)
- …Bankers, local advisory board members, etc.), and external partners such as CPA 's, attorney's, civic associations and other individuals and organizations that will ... as a personal financial planning/advisory resource for clients, their attorney's and CPA 's 8. Provide mentoring to less experienced Wealth Management staff in… more
- Deloitte (Chicago, IL)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations. Your… more
- Deloitte (Nashville, TN)
- …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