JD CPA Jobs
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CISA TrustSioux Falls
Fiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP, preferred
CISA SD offers a competitive benefits package. Please submit your resume and a cover letter detailing your relevant experience to info@cisatrust.ch...
MEDIQUS Asset Advisors, Inc.Chicago
firm policies and regulatory requirements
Qualifications & Experience
• CFP® certification required, JD, CPA, or CFA a plus.
• 7+ years of experience as a financial advisor or in a comparable client-facing role
• Existing book of business is preferred...
Nottingham & AssociatesCharlotte
being a strong team collaborator.
• You bring a Bachelor's degree, 6–8 years of relevant industry experience, and hold your CFP certification. Additional credentials (Series 65, JD, CPA, CPA/PFS) are beneficial but not required
• Experience...
Plante MoranDearborn (MI)
and tax-exempt entities
• Support growth of the tax practice through networking, business development, and strategic initiatives
Key requirements
• Bachelor in Accounting and/or JD
• CPA license or active state bar admission
• Two+ years in complex tax...
21 similar jobs: Southfield, Lakewood, Cleveland, Evanston, East Cleveland...
Nottingham & AssociatesGreensboro
being a strong team collaborator.
• You bring a Bachelor's degree, 6–8 years of relevant industry experience, and hold your CFP certification. Additional credentials (Series 65, JD, CPA, CPA/PFS) are beneficial but not required
• Experience...
Gresham PartnersChicago
client relationships in a wealth management, family office, or similar environment.
/n
• Advanced degree in finance, law, economics, or a related field preferred.
/n
• One or more professional designations such as CPWA, JD, CPA, CFP, CFA, CIMA, MBA...
Nottingham & AssociatesRaleigh
being a strong team collaborator.
• You bring a Bachelor's degree, 6–8 years of relevant industry experience, and hold your CFP certification. Additional credentials (Series 65, JD, CPA, CPA/PFS) are beneficial but not required
• Experience...
ProcyonSparta (NJ)
client relationships.
• Series 65, or ability to obtain within 3 months of start date.
• CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy.
• Proven ability to source, cultivate, and convert...
ElevateClark (NJ)
with Elevate's leadership team and shared services to leverage technology, innovation, and best practices across the platform.
Qualifications
• JD, CPA, ABV, CFF, ASA, or CVA credential strongly preferred.
• 7+ years of experience in business valuation...
TD BankWhite Plains (NY)
transformation, including demand intake, budget planning, and workflow design
• Bachelor’s degree; advanced degree or professional certification preferred (MBA, JD, CPA, CAMS, CRCM, PMP, etc.)
• strong communication
• stakeholder management
• cross-functional...
2 similar jobs: New York, Jersey City
San Antoniotiptopjob.com
of a bachelors and 5 : 7 years of experience or an advanced post:graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 : 5 years of equivalent work experience.
• Experience in an investment advisory firm environment...
Hendersonicims.com
and responsibilities of the position and the duties and responsibilities may change.
Qualifications
• Bachelor’s Degree in Arts/Sciences (BA/BS) in Finance or Accounting
• JD
• Certified Public Accountant (CPA) Upon Hire
• 15+ years of individual taxation...
Austintiptopjob.com
of a bachelors and 5 : 7 years of experience or an advanced post:graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 : 5 years of equivalent work experience.
• Experience in an investment advisory firm environment...
Gresham PartnersChicago
success managing and deepening client relationships in a wealth management, family office, or similar environment.
• Advanced degree in finance, law, economics, or a related field preferred.
• One or more professional designations such as CPWA, JD, CPA...
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