- HCA Healthcare (Fort Pierce, FL)
- …living, affordable housing, great schools + No state income tax , no inheritance tax , no estate tax , Florid homestead exemptions for primary residences + ... insurance with tail coverage + Visa sponsorship available + No state income tax **Emergency Department Profile** + Level II Trauma Center + Peds Emergency Department… more
- JPMorgan Chase (Sarasota, FL)
- …entities, and partnerships in personal and estate planning; and corporate trust, estate , and personal tax concepts, including personal and estate ... UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction;… more
- HCA Healthcare (Okeechobee, FL)
- …Low cost of living, affordable housing + No state income tax , no inheritance tax , no estate tax , Florid homestead exemptions for primary residences + ... Leisure and entertainment activities include world-class sports fishing in Lake Okeechobee, outdoor trails for hiking and biking, big and small game hunting, Cattlemen's Rodeo, and the annual Okeechobee Music & Arts Festival + Quaint Main Street District,… more
- The Michaels Organization (Tampa, FL)
- …Required Experience: - One or more years' experience with residential real estate management.- Tax Credit, Section & Public Housing experience preferred. ... The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and… more
- Wells Fargo (Palm Beach, FL)
- …business accountability, and supporting risk management initiatives across complex trust, estate , tax and fiduciary law issues pertaining to high-net-worth ... clients. The ideal candidate will serve as a trusted partner to senior leaders, collaborating across relationship management, legal, and operational teams to enhance governance, streamline processes, and uphold regulatory standards. Working at Wells Fargo |… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax ... tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts… more
- Truist (Orlando, FL)
- …Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. ... 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- Williams Parker (Sarasota, FL)
- …+ Strategic Thinking & Problem Solving: Applies analytical thinking to complex estate planning and tax matters. Proactively identifies and resolves issues, ... on issues unrelated to land use. You will typically work with our Real Estate attorneys on development projects. For more information on our Land Use practice, click… more
- EverBank (Jacksonville, FL)
- …of commercial loan servicing experience + Knowledge of commercial real estate loan servicing processes, loan documentation, and regulatory compliance strongly ... Description:** This position ensures efficient and accurate servicing of Commercial Real Estate loans. Minimizes risk by handling items timely and in accordance with… more
- Truist (Orlando, FL)
- …enablement of the business unit. This position reports into Corporate Real Estate with "in-office" expectations. The primary locations are Charlotte, NC or Raleigh, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more