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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. 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.
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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. The Manager will ensure accurate, timely completion of deliverables.
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
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One of the following accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
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Certifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) As a Tax Manager within the Global Information Reporting practice, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry.
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Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply domestically and internationally.
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As a Tax Senior 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.
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
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At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
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Learn more about Deloitte Private Wealth Tax Services. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
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Check out recruiting tips from Deloitte recruiters. From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
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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.
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At Deloitte, we know that great people make a great organization. Learn more about what working at Deloitte can mean for you. This makes Deloitte one of the most rewarding places to work.
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At Deloitte, purpose is synonymous with how we work every day. 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.
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Advanced degree such as MST, MAcc, JD, or LLM. Knowledge of fund accounting and general ledger accounting. 5+ years of public accounting experience (at least 3 years in investment management) Prior Big 4 or large CPA firm experience.
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manager financial advisor planner jobs Company: Deloitte
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