• Tax Manager - Federal / Corporate Tax

    Deloitte (Tampa, FL)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills The wage… more
    Deloitte (11/25/25)
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  • Retirement Client Advisor

    UMB Bank (Tallahassee, FL)
    …to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted compensation range ... on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please… more
    UMB Bank (11/21/25)
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  • Private Wealth Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of ... designations and experience approved by the Wealth Planning management team and hiring manager. more
    Raymond James Financial, Inc. (11/20/25)
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  • Wealth Management Associate with Future Leadership…

    Equitable (Tampa, FL)
    …Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** + Unlimited earning potential and comprehensive ... benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group… more
    Equitable (11/19/25)
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  • Director of Institutional Wealth

    Bank OZK (Clearwater, FL)
    …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 business… more
    Bank OZK (11/08/25)
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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) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric… more
    KeyBank (11/02/25)
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  • Trust Advisor II

    Truist (Fort Lauderdale, FL)
    …learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience with a focus on business ... development and relationship management **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for… more
    Truist (10/30/25)
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  • Cyber Security System Administrator

    EPS Corporation (Panama City, FL)
    …to monitor, review, and generate applicable TCNO status listing and report to CFP weekly. . Vulnerability Scanning: o Must identify and implement required software ... patches to network OS in standard desktop and standard server configurations. o Must monitor vulnerabilities on NIPRNet/SIPRNet network systems using the scanning methods IAW local operating procedures. o Must maintain information servers and software systems… more
    EPS Corporation (10/29/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Tampa, FL)
    …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 leveraging technology and exploring new… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tampa, FL)
    …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 + US federal income tax partnership experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience indicating strong organizational… more
    Deloitte (10/25/25)
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