• Director of Institutional Wealth

    Bank OZK (Clearwater, FL)
    …accounting, or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA (R), or AIF(R) certification preferred. + 10+ years of ... experience in institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a… more
    Bank OZK (11/08/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Tampa, FL)
    …+ 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 virtual and/or global environment + Passion for… more
    Deloitte (10/25/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Tallahassee, FL)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or… more
    Deloitte (10/25/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Jacksonville, FL)
    …+ 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 + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors… more
    Deloitte (10/25/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Jacksonville, FL)
    …+ 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 range for this role takes into account the wide range of… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tampa, FL)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience indicating strong organizational skills and the… more
    Deloitte (10/25/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Miami, FL)
    …+ 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 income taxes in accordance to ASC740 + Previous Big 4 or… more
    Deloitte (10/25/25)
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  • Asset Management Portfolio Manager

    Regions Bank (Clearwater, FL)
    …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in… more
    Regions Bank (12/20/25)
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  • Premier Banker or Advisor - Tampa Palms

    Truist (Tampa, FL)
    …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking… more
    Truist (12/29/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Naples, FL)
    …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS)… more
    KeyBank (11/02/25)
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