- Deloitte (Salt Lake City, UT)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Guardian Life (Salt Lake City, UT)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- KeyBank (Salt Lake City, UT)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Deloitte (Salt Lake City, UT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Salt Lake City, UT)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Public Consulting Group (Salt Lake City, UT)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Salt Lake City, UT)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Salt Lake City, UT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Deloitte (Salt Lake City, UT)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. This is often...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Amazon (Salt Lake City, UT)
- Description AWS Infrastructure Services owns the design, planning , delivery, and operation of all AWS global infrastructure. In other words, we're the people who ... including to senior executives. AWS Infrastructure Services owns the design, planning , delivery, and operation of all AWS global infrastructure. In other… more
- Lumen (Salt Lake City, UT)
- …closely with the public sector commercial leader. This role will be a trusted advisor driving the end to end rhythm of business and commercial program support. They ... with scorecards, analytics and insights + Lead the forecasting, budgeting, and long-range planning for public sector + Develop mid and long-range strategic plans for… more
- Western Digital (Salt Lake City, UT)
- …to internal clients and collaborates with HR partners in the planning , development, implementation, and administration of major compensation initiatives and/or ... programs, compensation policies and practices. The ideal individual must possess strong financial modeling and excel skills, have the ability to analyze large… more
- Confluent (Salt Lake City, UT)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Proactively support customers through technical lifecycle activities such as architecture planning , cluster & security design, monitoring & automation; review &… more
- Sharecare (Salt Lake City, UT)
- …optimize work flow, and capitalizing on new opportunities through effective planning and execution. + Directly responsible for evaluating, establishing, and ... Establish and maintain responsibility to review performance against operating plans, ongoing analysis of market trends and conditions, and approve changes in plan… more
- Deloitte (Salt Lake City, UT)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... advise clients on sustainability and social Federal C&I programs and facilitate the analysis and documentation of such opportunities. Many businesses do not have the… more
- Deloitte (Salt Lake City, UT)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... on sustainability and social Federal C&I programs and manage and facilitate the analysis and documentation of such opportunities. Many businesses do not have the… more