• Financial Services Tax Transformation…

    Deloitte (Jersey City, NJ)
    …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
    Deloitte (09/12/24)
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  • Tax Sr Manager - Financial Svcs Industries…

    Deloitte (Boston, MA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
    Deloitte (10/02/24)
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  • Tax Senior- Financial Svcs-Global Infor…

    Deloitte (Mclean, VA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
    Deloitte (09/14/24)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Little Rock, AR)
    …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
    Regions Bank (10/31/24)
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  • Tax Senior - Financial Services Industries…

    Deloitte (Columbus, OH)
    …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (08/09/24)
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  • Tax Senior - Financial Svcs - Mutual Fund…

    Deloitte (Hartford, CT)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (09/15/24)
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  • Tax Manager - Financial Svcs-Hedge Fund Tax…

    Deloitte (Tampa, FL)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
    Deloitte (08/15/24)
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  • Tax Manager - Financial Svcs - Mutual Fund…

    Deloitte (Stamford, CT)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (08/15/24)
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  • Tax Manager - Financial Svcs - Banking…

    Deloitte (Boston, MA)
    …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
    Deloitte (11/07/24)
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  • Tax Manager - Financial Services-Insurance…

    Deloitte (Boston, MA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
    Deloitte (08/15/24)
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  • VP, Wealth Advisor & Trust Officer

    Berkshire Bank (Glastonbury, CT)
    …to and required by one's duties. **Education:** + BA or equivalent degree + Certified Trust and Financial Advisor (CTFA) preferred **Experience:** + 5 ... **Position** : VP, Wealth Advisor & Trust Officer **Location** : Glastonbury, CT...and tax planning needs and to support their overall financial wellbeing. + Assists in identifying, developing, and responding… more
    Berkshire Bank (08/23/24)
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  • Tax Senior Manager, Business Tax Services-…

    Deloitte (Tempe, AZ)
    …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... 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
    Deloitte (09/25/24)
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  • Regional Trust Team Leader

    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
    M&T Bank (10/03/24)
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  • Tax Senior Manager - Nat'l Federal Tax Services…

    Deloitte (Columbus, OH)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (10/10/24)
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  • Tax Sr Manager - Banking and Capital Markets Tax…

    Deloitte (Boston, MA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... You'll Do As a Tax Senior Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a client in the securities and financial services industries. You will work directly with the… more
    Deloitte (08/15/24)
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  • Tax Senior Manager - Business Tax Services…

    Deloitte (Columbus, OH)
    …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (11/07/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Columbus, OH)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (08/13/24)
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  • Tax Senior - Investment Management - Private…

    Deloitte (Columbus, OH)
    …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (08/09/24)
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  • Tax Senior, Investment Management - Private Wealth…

    Deloitte (Sacramento, CA)
    …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (09/22/24)
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  • Tax Manager - Investment Management - Private…

    Deloitte (Tempe, AZ)
    …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (09/15/24)
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