- Bank of America (Venice, FL)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum… more
- Cherry Bekaert (Tampa, FL)
- **Description** As a **Manager / Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice** , you will draw on experience in accounting and taxation ... to provide tax equity investment consulting services for clients. You will be a leader in...a CPA, enrolled agent, or other appropriate certification + Financial modeling expertise + Travel up to 10% **Skills… more
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- BrightSpring Health Services (Sarasota, FL)
- …but not limited to: Serving on professional committees such as Advisory Committee or Clinical Record Review/Utilization Review Committee, remaining available for ... are posing as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate… more
- Cherry Bekaert (Tallahassee, FL)
- …and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory , assurance and tax services to our clients. As a **Tax ... ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership skills. We're… more
- Cherry Bekaert (Tallahassee, FL)
- …and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory , assurance and tax services to our clients. We are proud to ... understand the importance of providing the highest level of service to clients. + Organizational skills, with the ability...providing you and your family with a measure of financial protection. **Pay Range:** $78,300 to $113,100 **About Cherry… more
- Cherry Bekaert (Coral Gables, FL)
- …the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative advisory , assurance and tax services to our clients. We are proud ... will:** + Provide clients with tax compliance and consulting services related to protecting their tax-exempt status + Prepare...providing you and your family with a measure of financial protection. **Pay Range:** $73,500 to $114,100 **About Cherry… more
- Deloitte (Tampa, FL)
- …Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with ... You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will...to a broad range of Investment Management companies. Our financial services clients include investment advisers and… more
- Deloitte (Jacksonville, FL)
- …Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with ... You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will...to a broad range of Investment Management companies. Our financial services clients include investment advisers and… more
- Cherry Bekaert (Tallahassee, FL)
- …, Cherry Bekaert delivers innovative advisory , assurance and tax services ... operating systems + Professional HR certification preferred + Experience in a professional services environment is preferred. **What you can expect from us:** + Our… more