- WTW (Tampa, FL)
- …specific job opportunity. **The Role** **Clients** + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... capital markets updates, manager recommendations, plan and fee benchmarking, and legislative , judicial, and regulatory briefs + Attend regular client investment… more
- MyFlorida (Bartow, FL)
- …to best management practices and other licenses or regulatory requirements. Serves as an advisor to the applicants in order for them to have a better understanding ... prepare compliance and/or technical reports. + Ability to understand and follow legislative policy direction as established in Florida Statutes. + Ability to… more
- Deloitte (Tampa, FL)
- …completed tax forms, supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (Tampa, FL)
- …completed tax forms, supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more