of Subchapter K and investment partnership taxation Ability to travel up to 25%, on average, based on the work you do and the... Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred: Advanced degree...
to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the following... If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified...
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the... Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred: Advanced degree...
that requires US Tax professionals to co-locate in person 2 - 3 days per week Ability to travel up to 25%, on average, based on the... If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified...
Limited immigration sponsorship may be available 3+ years' experience in related field Ability to travel up to 25...: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP...
for the CPA exam If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor... (CFA) Certified Financial Planner (CFP) Ability to travel up to 25%, on average, based on the work you do and the clients...
responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital... within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week Ability to travel up to 50...
to co-locate in person 2 - 3 days per week. Ability to travel up to 25%, on average, based on the work you do and the clients... If not CPA eligible: Licensed attorney Enrolled Agent Project Management Professional (PMP) Chartered Financial Advisor...
Professional (PMP) Chartered Financial Advisor (CFA) Professional Engineer GRI Certification Demonstrated analytical... and external working relationships Ability to travel up to 25%, on average, based on the work you do and the clients...
to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve. One of the following...: Project Management Professional (PMP) Chartered Financial Advisor (CFA) Preferred: Advanced degree such as MST or MAcc...
companies Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve... Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred: Advanced degree...
, Chapel Hill, or New York City preferred). We are also open to 100% remote anywhere in the U.S. with some light travel... as a trusted advisor to clients, understanding their cybersecurity needs and offering tailored solutions based on our offerings...
as a pursuit team member or subject matter advisor. Participate in the oral presentation of the proposal to highlight relevant... to establish and maintain our status as a trusted advisor. People Development: Perform role of mentor and coach to help...
is also valued but not required 3+ years of experience working as IT auditor or IT risk advisor for a public accounting firm... initiatives such as community service, training, recruiting, and firm events You have the ability and desire to travel...
with approximately 25% travel, open to candidates anywhere along the East Coast and as far west as Chicago. The role focuses on selling... - targeting seven-figure opportunities. Engage executives such as Head of Wealth Management, EVP/VP Product, Head of Advisor...
or disqualify quickly. Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the... and Salesforce.com. Detail oriented. Travel Requirements Ability and willingness to travel to prospective clients' sites...
Star or state-mandated utility tool Maintains the Resource Advisor utility Web tool Analyzes utilities and creates... InTown contact for all procurement opportunities in deregulated markets Prepares stock reports from Resource Advisor...