- H&R Block (Los Angeles, CA)
- **498808BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498808BR **City:** Los Angeles… more
- Deloitte (Los Angeles, CA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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
- BMO Financial Group (Los Angeles, CA)
- …this position as well as restrictions on performing in a real estate agent capacity. + Proactively develops internal and external networks for referral sources that ... an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client needs when acting as the lead… more
- Deloitte (Los Angeles, CA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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 (Los Angeles, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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 (Los Angeles, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private… more
- KPMG (Los Angeles, CA)
- …trusted advisor to family offices on strategic, operational, and financial matters + Direct tax compliance and consulting services for multi-generational family ... degree from an accredited college/university and licensed CPA, JD/LLM or Enrolled Agent + Demonstrated track record of business development with the ability to… more