- Raymond James Financial, Inc. (St. Petersburg, FL)
- …book of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes ... administrative direction uses specialized knowledge and skills obtained through experience , specialized training and/or certification to administer trusteed IRA… more
- Deloitte (Miami, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...seniors and new and experienced-level staff as well attend required national and sector-specific training for their own development.… more
- USAA (Tampa, FL)
- …OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + 4 years in organizational ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in Finance or Economics; CFA or MBA candidates a plus with 6-8 years of financial industry experience + An equivalent combination of experience , education, ... models and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth… more
- Commander, Navy Installations (Jacksonville, FL)
- …investigation (ANACI) is required via the SF 86 security form.- Required to submit a Financial Disclosure Statement, OGE-450. Executive Branch Personnel ... Southeast (CNRSE), on NAS Jacksonville, FL. Incumbent is the primary technical advisor on NAF HR and requires interfacing, coordinating, planning and scheduling with… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...multiple stakeholders or making sound decisions using data, analysis, experience , and a risk mindset, you will serve as… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... mean the most to them. + Diversify your industry experience by working on a plethora of various industries...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...do As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance… more
- Deloitte (Tampa, FL)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with… more
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