- Deloitte (Huntsville, AL)
- …managing and developing both client service relationships and engagement teams, local and remote . + Proficient in using tax code and regulations. Strong ... Are you a strategic and creative tax manager who likes leading teams to solve...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Truist (Montgomery, AL)
- …Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ( CPA ). 5. Previous experience using ... and works virtual with clients. This is not a remote position.** Serve as primary relationship manager for a...personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue… more