- Lincoln Financial (Tallahassee, FL)
- …this opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, ... business plan, to achieve sales and growth goals for alternative investments . They will partner closely with..., product management, and marketing in the distribution of alternative investment solutions to retail/HNW advisors and… more
- Deloitte (Tampa, FL)
- …outbound structures and investments . You will identify basic, and some complex, tax issues and provide tax analysis and recommendations for these entities ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Deloitte (Tampa, FL)
- …Private Equity and Investment Management practice. What You'll Do As a Tax Senior Consultant, you will work within an engagement team and draw on experience ... investments . You will identify basic, and some complex, tax issues and provide tax analysis and...sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual… more
- JPMorgan Chase (Palm Beach, FL)
- …A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments , tax considerations, and other related areas. ... * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for… more
- Deloitte (Tampa, FL)
- … Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will ... services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax … more
- Deloitte (Miami, FL)
- …an engagement team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will ... for a variety of entities and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers,… more
- Deloitte (Jacksonville, FL)
- …As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Deloitte (Miami, FL)
- …As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Deloitte (Lake Mary, FL)
- …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will ... investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products,… more
- Deloitte (Tampa, FL)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our… more