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CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred. The ability to work closely with our clients' team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
$88,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This includes overseeing investment operations, monitoring compliance against policies, proxy voting by external investment managers, and regulatory and tax monitoring and compliance. Certification as a Chartered Financial Analyst (CFA) (strongly preferred.
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Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Deliver value to clients by identifying opportunities and advising clients on the potential benefits and eligibility requirements related to:IRC section 48 Investment Tax CreditIRC section 45 Production Tax CreditIRC section 45Q Carbon Capture Tax CreditIRC section 45V Clean Hydrogen Tax Credit.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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The Vice President of Finance will initially be responsible for all global financial operations of the Company including accounts payable and receivable, accounting and treasury, tax administration and tax planning, travel and fleet management, insurance and risk management, audit support, financial reporting, and equity administration.
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IRC section 48 Investment Tax CreditIRC section 45 Production Tax CreditIRC section 45Q Carbon Capture Tax CreditIRC section 45V Clean Hydrogen Tax Credit. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Business Tax Services ("BTS") is a national practice within Deloitte Tax. Deloitte delivers a holistic and coordinated approach to complex tax issues.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Relevant or adjacent certifications/licenses are a plus (CFP, CFA, Series 66, Series 7, 2-14 etc.) Stay informed on industry regulations, compliance, and tax law changes. Develop personalized financial plans covering investment, retirement, tax, estate, and legacy protection.
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Supports the Director of Strategic Planning & Analysis in gathering information from Business Units and other corporate functions and communicating the financial outlook to the CFO, Controller, and Treasurer to enhance decision making in capital spending, debt management, and tax planning.
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Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA) preferred. Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management) in compliance with our investment and planning strategies.
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IRC section 45V Clean Hydrogen Tax Credit. As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plus. Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.
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