- Manulife (Tempe, AZ)
- The RIA Internal Business Consultant will partner with an external RIA Business Consultant to create, develop and implement programs that help advisors build ... providing insight, advice, practice management ideas and product updates to registered representatives. Required to have working knowledge and expertise of mutual… more
- Deloitte (Tempe, AZ)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Tempe, AZ)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...professionals that are committed to executing on implementing our firm strategy with respect to supporting our clients with… more
- Deloitte (Tempe, AZ)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Experience with tax technical research (eg, CCH, Hein, Lexis, RIA , etc.) + Experience with Federal or State and… more