- Deloitte (Milwaukee, WI)
- …Develop process with our colleagues in other technical specialties and other materials to perform benefit calculations + Collaborate with member firms, including ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Milwaukee, WI)
- …of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities. + ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate basic understanding of Subchapter K,… more