- Deloitte (Tampa, FL)
- …As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... + Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships + Bachelor's degree in… more
- TIAA (FL)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager...stakeholders and team members to ensure strict adherence to compliance . + Manages and develops performance of team by… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers… more
- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (Jacksonville, FL)
- …As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
- M&T Bank (Naples, FL)
- …/operational risk controls following Company or regulatory standards and policies. Complete investment -related compliance reviews and any other compliance ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- Deloitte (Lake Mary, FL)
- …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
- Wells Fargo (Palm Beach, FL)
- …to deliver tailored lending solutions, optimize client outcomes, and ensure compliance with regulatory standards. The Lending Director provides expert guidance on ... Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal… more
- Truist (Tampa, FL)
- …for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm policies related to advisory account management. Focus on meeting ... and Variable Insurance Licensing + 7 years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/ Compliance . Must have… more
- First Horizon Bank (Orlando, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more