- Raymond James Financial, Inc. (St. Petersburg, FL)
- …educational and technical resource to manage the complexities of significant wealth, including estate , tax and charitable planning ; business succession and exit ... financial plans for advisors and their clients utilizing financial planning software. Provide planning solutions to meet...client and the client's legal and tax professionals (eg attorney or CPA). + Organize and lead advisor and… 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 ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (Tampa, FL)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Williams Parker (Sarasota, FL)
- …and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy experience), construction litigation, ... already licensed to practice law in Florida - or planning to relocate and willing to sit for the...need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a… more
- Fifth Third Bank, NA (Orlando, FL)
- …process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning , and Wealth Planning . + Acts as the Core Team ... goals. Create steams of highly credentialed specialists to provide wealth planning , investments, private banking, risk management, and trust services. Ensures… more
- Deloitte (Tampa, FL)
- …valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in various ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Deloitte (Tampa, FL)
- …Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various industries. You ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Deloitte (Miami, FL)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... process. + Assisting with tax consulting projects including tax planning , restructuring, and due diligence + Assisting with engagement...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more
- Deloitte (Tampa, FL)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... corporate tax returns + 4+ years' experience providing tax planning services and 2+ years' experience with investment management...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more
- Carrington (Jacksonville, FL)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... month with the associate. * Handle escalated bankruptcy cases and work with attorney firms on litigated matters. Escalate all recommendations to Sr. leaders within… more