Tax Senior - Private Wealth
$80K - $99K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing trust documents * Excellent technology (i.e., Microsoft Excel and compliance software) * Ability to ...
Tax Senior - Private Wealth
$80K - $99K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing trust documents * Excellent technology (i.e., Microsoft Excel and compliance software) * Ability to ...
Tax Manager - Private Wealth
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...
Tax Manager - Private Wealth
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance ...
Tax Manager - Federal / Corporate Tax
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 ...
Tax Manager - Federal / Corporate Tax
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 ...
Cfa information
See Hawaii salary details
$38.4K - $52.7K
9% of jobs
$52.7K - $66.9K
15% of jobs
$68.4K is the 25th percentile. Wages below this are outliers.
$66.9K - $81.1K
15% of jobs
The median wage is $92.3K / yr.
$81.1K - $95.3K
15% of jobs
$95.3K - $109.5K
10% of jobs
$109.5K - $123.7K
9% of jobs
$128.7K is the 75th percentile. Wages above this are outliers.
$123.7K - $137.9K
11% of jobs
$137.9K - $152.2K
10% of jobs
$152.2K - $166.4K
5% of jobs
$166.4K - $180.6K
2% of jobs
$180.6K - $194.8K
1% of jobs
$38.4K
$104.4K
$194.8K
How much do cfa jobs pay per year?
As of Aug 20, 2026, the average yearly pay for cfa in Hawaii is $104,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $135,100.00 per year, depending on experience, location, and employer.
What is a CFA?
A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.
What does a CFA do?
As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.
What are the key skills and qualifications needed to thrive as a CFA, and why are they important?
To thrive as a CFA, you need strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.
What are some common challenges faced by CFAs when working on cross-functional teams?
Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.
What is the difference between Cfa vs Chartered Financial Analyst?
| Aspect | Cfa |
|---|---|
| Credentials | Requires passing three levels of exams, relevant work experience, and adherence to ethical standards |
| Work Environment | Financial analysis, investment management, portfolio management |
| Industry Usage | Widely recognized in finance, asset management, and investment sectors |
The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.
What kind of jobs can a CFA get?
A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong analytical skills and knowledge of financial tools and regulations.
More about Cfa jobs
What are the most commonly searched types of Cfa jobs in Hawaii?
The most popular types of Cfa jobs in Hawaii are:
What are popular job titles related to Cfa jobs in Hawaii?
For Cfa jobs in Hawaii, the most frequently searched job titles are:
What job categories do people searching Cfa jobs in Hawaii look for?
The top searched job categories for Cfa jobs in Hawaii are:
What cities in Hawaii are hiring for Cfa jobs?
Cities in Hawaii with the most Cfa job openings:
Deloitte rating
8.2
Based on 92 frontline employees who took The Breakroom Quiz
45th of 151 rated financial services
Job description
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!
Recruiting for this role ends on May 31, 2027.
What You'll Do
As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
The Team
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services.
Qualifications
Required:
- Bachelor's degree in accounting, finance, or other business-related field
- 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- One of the following active accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Experience reviewing trust documents
- Excellent technology (i.e., Microsoft Excel and compliance software)
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
Preferred
- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience
- Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
- Experience articulating conclusions, planning opportunities, and risks identified through research projects
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
btstax
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!
Recruiting for this role ends on May 31, 2027.
What You'll Do
As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
The Team
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services.
Qualifications
Required:
- Bachelor's degree in accounting, finance, or other business-related field
- 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- One of the following active accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Experience reviewing trust documents
- Excellent technology (i.e., Microsoft Excel and compliance software)
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
Preferred
- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience
- Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
- Experience articulating conclusions, planning opportunities, and risks identified through research projects
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
btstax
About Deloitte
Sourced by ZipRecruiter
Industry
Finance and insurance and business management consulting
Company size
10,000+ Employees
Headquarters location
Orlando, FL, US