- Grant Thornton (Miami, FL)
- …efficiently meet business objectives and ensure a return on investment . Develop recommendations that leverage artificial intelligence, strategic enterprise ... technology, MIS or related field. A master's degree is a plus. MBA is preferred . + 5+ years of management consulting experience or equivalent required + Must be… more
- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make...and circumstances in order to prudently carry out the firm 's fiduciary duties and to provide superior client service… more
- Deloitte (Miami, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- Cherry Bekaert (Tampa, FL)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- Citigroup (Jacksonville, FL)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies ... within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering,… more
- Deloitte (Jacksonville, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Edward Jones (Tarpon Springs, FL)
- …serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the ... your branch office and includes headquarters assistance via phone, email and firm intranet resources **What characteristics would make you a successful Associate… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...and complaints are handled in accordance with FINRA and firm policy. + Ensures that KYC/AML and other compliance… more
- JPMorgan Chase (Tampa, FL)
- …in an environment alongside Advisors preferred + Ability to understand new investment products and firm wide policies and procedures JPMorganChase, one of ... team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a… more