- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Bank of America (Winter Park, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key ... data. + Reading, analyzing, and interpreting common technical journals and financial reports. + Understanding of basic mathematical operations including frequency… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more
- Deloitte (Tampa, FL)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Bachelor's degree in accounting, finance, ... Include: + Prepare federal interest computations for varying purposes including financial statement reporting, tax planning, Internal Revenue Service ("IRS") and… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the banks responsible for ACH and physical paycheck processing. + Reconcile Financial Advisor 's blotter commissions to paycheck commissions. + Communicate ... effectively with Financial Advisors and Associates via telephone, Workday cases, and email. + Run established reports for distribution to various business units. +… more
- HCA Healthcare (Jacksonville, FL)
- …**Introduction** Do you have the career opportunities as a Patient Disability Advisor you want with your current employer? We have an exciting opportunity ... Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match...Do you want to work as a Patient Disability Advisor where your passion for creating positive patient interactions… more