- Deloitte (Tampa, FL)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified ... Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a… more
- Deloitte (Jacksonville, FL)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified ... Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide… more
- Deloitte (Tampa, FL)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified ... Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (Tampa, FL)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified ... Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for… more
- Deloitte (Jacksonville, FL)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified ... Financial Planner (CFP) Preferred + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making… more
- Deloitte (Jacksonville, FL)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified ... Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage… more
- Citigroup (Tampa, FL)
- …and guidance to the business. This role requires a pragmatic, proactive attorney with thorough understanding of the Business, combined with a solid conceptual ... practical business-oriented solutions. This individual will be a key legal advisor to business stakeholders and functional partners by providing legal advice,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg ... attorney or CPA). + Leverages planning software tools to...financial advisors and their clients. + Frequent participation in advisor education events and client meetings to facilitation asset… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- JPMorgan Chase (Miami, FL)
- …to provide superior client service * Partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more