- Robert Half Legal (Plantation, FL)
- …role offers an opportunity to work on complex legal matters, providing comprehensive estate planning solutions and assisting clients with tax strategies. The ... of trust administration and compliance. Responsibilities: * Develop and implement effective estate planning strategies to help clients minimize tax liabilities… more
- Edward Jones (West Palm Beach, FL)
- …(HNW) team and other internal home office subject matter experts (ie- tax , estate , investment management, business owner, executive compensation, insurance) and ... of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc. + Proficiency using financial planning software… more
- Cushman & Wakefield (Temple Terrace, FL)
- …desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, ... with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries . Review Estoppels… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and technical resource to manage the complexities of significant wealth, including estate , tax and charitable planning; business succession and exit planning, ... recommendations for the financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Organize and lead advisor and client… more
- Deloitte (Jacksonville, FL)
- …reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job… more
- Deloitte (Jacksonville, FL)
- …reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… 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
- ADP (Miami, FL)
- **ADP is hiring a Sr. Manager, Corporate Real Estate .** + _Do you have a strong knowledge of corporate real estate ?_ + _Are you well-versed with lease ... typical day:** + Support the Senior Director of Real Estate on matters related to management, acquisition, disposition or...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- City National Bank (Lake Mary, FL)
- …of employment *Skills and Knowledge* * Demonstrate expertise in multiple areas such as: estate planning and transfer tax ; income tax ; philanthropic planning; ... Senior Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for H/UHNW clients through partnering...and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to… more
- BMO Financial Group (West Palm Beach, FL)
- …Investment Management + In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + Seasoned professional ... Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust… more