• Certified Financial Planner

    Robert Half Finance & Accounting (Parsippany, NJ)
    Description We are seeking a Certified Financial Planner in Oradell, New Jersey. The role entails providing financial planning services within a CPA ... development and implementation of accounting functions. Requirements * Must be a Certified Financial Planner (CFP) * Proficiency in 3M and other accounting… more
    Robert Half Finance & Accounting (05/24/25)
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  • Financial Solutions Advisor Stage II…

    Bank of America (Hackettstown, NJ)
    …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor Stage II - Consumer Investments...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (04/30/25)
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  • Entry Level - Financial Advisor

    Equitable (Morristown, NJ)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Advisor - NJ, Morristown (2437) ( PIN\_15356...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
    Equitable (04/13/25)
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  • Tax Senior - Banking & Capital Markets

    Deloitte (Morristown, NJ)
    …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
    Deloitte (05/19/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
    Deloitte (05/21/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (05/23/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
    Deloitte (05/22/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (05/22/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (05/22/25)
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  • Tax Senior Manager - Strategic Partnership…

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (05/31/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (05/27/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
    Deloitte (05/21/25)
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  • Tax Manager - Insurance Tax

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
    Deloitte (05/19/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (05/24/25)
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  • Tax Manager - Private Wealth

    Deloitte (Morristown, NJ)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, finance, ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (05/21/25)
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  • Tax Senior, Private Equity

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (05/21/25)
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  • Tax Senior - Insurance Tax

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
    Deloitte (05/19/25)
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  • Tax Manager - Private Equity

    Deloitte (Morristown, NJ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (05/19/25)
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  • Tax Senior - Private Wealth

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (05/19/25)
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  • Tax Senior - Real Estate

    Deloitte (Morristown, NJ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or… more
    Deloitte (05/24/25)
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