- Raymond James Financial, Inc. (Naples, FL)
- …and analyze investment, tax , retirement, and estate planning strategies. + Prepare client meeting materials and follow up on action items. + Support and ... client relationships through responsive communication. + Update financial plans as client needs and circumstances evolve. + Stay current on planning concepts,… more
- Sargent & Lundy (Lake Mary, FL)
- …projects. + Proven experience managing multi-disciplinary teams. + Experience with serving as a firm/ client liaison in a support or lead role. + Ability to ... all aspects of project performance including safety, schedule, budget, reporting and client experience through entire project lifecycle. + Manage and direct the… more
- Truist (Cape Coral, FL)
- …with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support , including ongoing counsel and advice, ... the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial… more
- Deloitte (Tampa, FL)
- … Services practice. Recruiting for this role ends on 5/30/2026 What You'll Do As a Tax Senior Consultant , you will work within an engagement team and draw on ... experience in accounting and taxation to provide tax consulting and compliance services to various client types on the tax implications of their inbound and… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Support Specialist** . + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ + ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...will work independently or as a team as a consultant servicing ADP's products/technology. You will use your wide… more
- Truist (Boca Raton, FL)
- …improve business efficiencies, enhance speed-to-market of solution delivery, and support business and enterprise transformation and optimization. Has full management ... is identified and mitigated appropriately. 7. May play lead role or technical consultant role in large or complex projects or initiatives. 8. Has full management… more
- Aston Carter (Boca Raton, FL)
- …with ERP systems to ensure seamless financial data flow and reconciliation. + Support AP automation, invoice matching (2-way/3-way), tax handling, and exception ... Senior Coupa Project Consultant Job Description We are looking for an...and construction. Responsibilities + Configure Coupa to align with client -specific procurement and accounting workflows, approval hierarchies, and compliance… more
- Truist (Homosassa, FL)
- …specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, ... process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use… more
- Aston Carter (Boca Raton, FL)
- …We are currently hiring a Remote Senior or Manager-level M&A, Purchase Price Accounting Consultant for a 6+ month project to support ongoing business operations ... work hybrid based on preference. Enjoy working as a consultant for a leader in their space, with a...Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *… more
- Aston Carter (Miami, FL)
- …Job Description We are seeking a dynamic and experienced Oracle Cloud Consultant to lead and support enterprise-level implementations and optimizations across ... including Supply Chain (SCM), Financials, and HCM. + Configure and support Oracle Financials: General Ledger, Accounts Payable/Receivable, Fixed Assets, Procurement,… more