- Deloitte (Tampa, FL)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… 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,...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- M&T Bank (North Palm Beach, FL)
- …experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning ... experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Bank of America (Venice, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... hoc inquiries from stakeholders with a high level of service + Define problems, collect data, establish facts, and...of applied analytical experience, preferably with exposure to the Financial Services sector + OR ~ +… more
- Deloitte (Tampa, FL)
- … services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Jacksonville, FL)
- … services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… 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 ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more