- Deloitte (Tampa, FL)
- …state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail- level review of tax workpapers, allocations and tax returns, as well as perform ... information. They also train, mentor and supervise new and experienced- level staff and attend required Deloitte Tax LLP and...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Deloitte (Jacksonville, FL)
- …and state investor reporting. Managers in our Hedge Fund Tax practice perform detail- level review of tax workpapers, allocations and tax returns, as well as perform ... information. They also train, mentor and supervise seniors and new and experienced- level staff as well attend required national and sector-specific training for… more
- Deloitte (Tampa, FL)
- …tax advisory services to the client. Responsibilities Will Include: + Performing detail- level reviews of tax research, partnership work papers, allocations, and tax ... complete their tax returns. + Training, mentoring, and supervising new and experienced- level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- Truist (Tampa, FL)
- …source for investment communication. Assists the Wealth Advisor in acquiring Reserve- level , prospective clients. 2. Assist Wealth Advisors with information discovery ... structure to coordinate resources, problem solve, and deliver to clients the highest level of client service. * Is intensely focused on building brand internally. a.… more
- FranklinCovey (Tallahassee, FL)
- …a **high-performing FP&A team** for each division and at the corporate level + Ensure use of consistent methodologies, reporting standards, and performance metrics ... of GAAP, corporate finance principles, and financial modeling + MBA or CFA designation Benefits for this position include medical, dental, and vision insurance,… more
- WTW (Tampa, FL)
- …+ Undergraduate degree along with progress towards relevant professional qualifications such as CFA , AIF, CRPS, CIMA, etc. + Five or more years of progressive ... Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and… more
- Florida Crystals Corporation (West Palm Beach, FL)
- …believer in personal development, ASR has previously sponsored employees at this level to complete certifications in Lean Six Sigma, financial planning platforms ... (eg, SAP, SAC), financial certifications (CPA, CMA, CFA ) and for top performers, MBAs. DETAILED ROLES & RESPONSIBILITIES + Use critical thinking and analysis to… more
- Vaco (Orlando, FL)
- …and/or national practices as appropriate. _The above statements describe the general nature and level of work only. They are not an exhaustive list of all required ... tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience in… more
- NextEra Energy (Palm Beach Gardens, FL)
- …+ Bachelor's Degree or master's in finance, Engineering, Business Management and/or CFA + Able to solve complex problems + Excellent written and verbal ... ability to build relationships + Strong influencing and interpersonal skills + High level of commercial acumen + Six Sigma Certification; Yellow Belt or higher… more
- JPMorgan Chase (Palm Beach, FL)
- …and functions to provide you with the opportunity to take your career to the next level . As a Private Banker in the US Private Bank, you are responsible for advising ... the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical thinking… more