- Wells Fargo (Boca Raton, FL)
- …transactions from origination through execution, all while navigating a dynamic and competitive financial landscape. **In this role, you will:** + Act as a top ... + Understand clients' businesses, strategic objectives, operational priorities, and financial positions to grow strategic relationships within the context of… more
- Citigroup (West Palm Beach, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... solutions to strengthen relationships with the firm. + Help clients achieve broad financial /investment goals related to the creation and management of wealth. +… more
- Deloitte (Jacksonville, 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...to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and… 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 ... sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts with Financial … more
- GE Aerospace (Tampa, FL)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more
- Oracle (Tallahassee, FL)
- …Cloud Service (VBCS) Implementation/Solution Architect, you will serve as a trusted advisor to the customers, providing expert mentorship on Oracle Integration Cloud ... As an Oracle VBCS Implementation Architect, you will serve as a trusted advisor to the customers, providing expert mentorship on Oracle VBCS and Oracle Integration… more
- Nutanix (Tallahassee, FL)
- …a wide variety of technical and executive audiences. As the trusted technical advisor , you'll not only build demos and execute proofs-of-concept (POC) but also ... making evaluations. + Create long-term business relationships and become a trusted advisor within select accounts. + Create and deliver technical product & solution… more
- Sharecare (Tallahassee, FL)
- …long term revenue streams. The right candidate will have excellent client management and relationship building skills. The Provider Sales Executive will serve as ... a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… more
- S&P Global (FL)
- …Head of Organizational Effectiveness. This pivotal role leads our Change Management , Organizational Design capabilities. This role will partner closely with ... and Impact:** **Leadership & Strategy:** + Lead and oversee the Change Management , Organizational Design, and Job/Work redesign capabilities. + Develop and implement… more