- Deloitte (Tampa, FL)
- …+ Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Fifth Third Bank, NA (Orlando, FL)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience ... ensures that actions and behaviors drive a positive customer experience . While operating within the Bank's risk appetite, achieves...spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the… more