- Ayres Associates (Tampa, FL)
- …work for Ayres' growing planning and design team.We're seeking an innovative senior community planner and urban designer to join our team and assist with a growing ... portfolio of exciting projects that are centered on innovative and resilient solutions. Put your passion for improving the environment, and communities to plan, design and implement resilient solutions for our growing and diverse client base. Success will be… more
- Deloitte (Tampa, FL)
- …attorneyEnrolled AgentCertifications: Certified Financial Accountant (CFA) Certified Financial Planner (CFP)Preferred Advanced degree such as Masters of Tax, ... JD, and/or LLMPrevious Big 4 or large CPA firm experienceThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure… more
- Deloitte (Tampa, FL)
- …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, CPA firm experience or law firm experience Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but… more
- Deloitte (Tampa, FL)
- …AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)Preferred:Advanced degree such as master's in ... science of tax (MST), JD, or LLMPrevious Big 4 or large CPA firm experienceAptitude in MS Project, Word, Excel, and VisioTransaction and M&A experienceAlteryx experienceThe wage range for this role takes into account the wide range of factors that are… more
- BDO USA, LLP (Tampa, FL)
- …required Experience with tax compliance process software (GoSystems, BNA Tax Planner , GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA ... Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredLanguage: N/AOther Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences… more
- Fisher Investments (Tampa, FL)
- …provide the best client experience? If you have experience as an attorney, estate planner , law clerk or legal assistant in the estate and trust planning space, you ... can start building your legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in… more
- Deloitte (Tampa, FL)
- …eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)PreferredAdvanced degree such as MST, JD, or ... LLMPrior Big 4 experienceStrong communication, interpersonal, and organizational skillsStrong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projectsThe wage range for this… more
- BDO USA, LLP (Tampa, FL)
- …required Experience with tax compliance process software (GoSystems, BNA Tax Planner , GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA ... Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredLanguages: N/AOther Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences… more
- Leidos Holding (Tampa, FL)
- …of overall experience- ITIL 4 Managing Professional Certification- Knowledge of MS Planner - Experience with DoD Coalition information sharing, MPE, CPN, or other ... interoperability programs, standards, and systems- A minimum of five years of experience supporting high-level and Senior Government Executive customers with IT requirements Original Posting Date: 2024-07-08While subject to change based on business needs,… more
- BDO USA, LLP (Tampa, FL)
- …required Experience with tax compliance process software (GoSystems, BNA Tax Planner , GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA ... Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredOther Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be… more
- Fidelity Investments (Tampa, FL)
- …your clients while making a positive impact in the communityCertifications:Certified Financial Planner (R) / CFP-(R) - Issuing Authority, Series 07 - FINRA, Series ... 63 - FINRA, Series 66 - FINRACategory:SalesFidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business… more
- Deloitte (Tampa, FL)
- …eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)PreferredPrevious Big 4 experience or large ... CPA firm equivalentKnowledge of fund accounting and general ledger accountingThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and… more
- Deloitte (Tampa, FL)
- …attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) PreferredAdvanced degree such as Masters of ... Tax, JD, and/or LLM, accounting degree or MBAPrevious Big 4, CPA firm experience or law firm experienceExperience with managing teams and engagement workflowsExcellent presentation and communications skillsSupervisory experienceThe wage range for this role… more
- Deloitte (Tampa, FL)
- …eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) PreferredAdvanced degree such as MST, MAcc, ... JD, or LLMPrior Big 4 or large CPA firm experienceKnowledge of fund accounting and general ledger accountingThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited… more
- Bank of America Corporation (Tampa, FL)
- …exceeded.* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).* Obtained ... your insurance licenses.Skills:* Advisory* Account Management* Client Experience Branding* Customer and Client Focus* Oral Communications* Issue Management* Client Solutions Advisory* Pipeline Management* Active Listening* Attention to Detail* Risk Management*… more
- Deloitte (Tampa, FL)
- …eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)PreferredAdvanced degree such as Masters of ... Tax, JD, and/or LLMExperience working in a virtual and/or global environmentPassion for leveraging technology and exploring new technology solutionsExperience with accounting for income taxes in accordance to ASC740Previous Big 4 or large CPA firm… more
- Deloitte (Tampa, FL)
- …eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)Preferred:Advanced degree such as MST, MAcc, ... LLM, or JD, or related fieldExperience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.)Experience with Federal or State and Local C&IExperience with sustainability technologies or environmental sciencesPrevious Big 4 or large CPA or law firm… more
- BDO USA, LLP (Tampa, FL)
- …required Experience with tax compliance process software (GoSystems, BNA Tax Planner , GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA ... Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredLanguages: N/AOther Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences… more
- Deloitte (Tampa, FL)
- …eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)PreferredAdvanced degree such as Masters of ... Tax, JD, and/or LLMExperience working in a virtual and/or global environmentPassion for leveraging technology and exploring new technology solutionsExperience with accounting for income taxes in accordance to ASC740Previous Big 4 or large CPA firm… more
- Deloitte (Tampa, FL)
- …eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)PreferredAdvanced degree such as Masters of ... Tax, JD, and/or LLMPrevious Big 4 or large CPA firm experienceThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training;… more
