- Deloitte (Lake Mary, FL)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Fifth Third Bank, NA (Orlando, FL)
- …analysis, and models, which may encompass business transitions, tax planning, estate and trust planning, retirement, investments, and risk management. Responsible ... current state analyses (Net Worth Statements, Current Cash Flow, Estate Plan Reviews, Tax, etc.) based upon the clients'/prospect's...Knowledge of Private Banking, Brokerage, Insurance and/or Trust + CFP , CPA, or JD + Graduate degree in business,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to book ... and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and...personal trust administration experience ~or~ * JD, MBA, CTFA, CFP or CPA and four (4) years personal trust… more
- Regions Bank (Orlando, FL)
- …Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting, ... accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more
- Guardian Life (Tallahassee, FL)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Truist (Orlando, FL)
- …change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary ... external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures...possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust… more
- Deloitte (Miami, FL)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- Deloitte (Jacksonville, FL)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Tampa, FL)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- JPMorgan Chase (Orlando, FL)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more