- Santander US (Miami, FL)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... to You!** **Position Summary:** The Sr. Relationship Analyst is responsible to perform client service tasks in a well-organized and timely manner, having a complete… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- First Horizon Bank (Fort Lauderdale, FL)
- …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you… more
- CBRE (Tallahassee, FL)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… 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 a leader, passionate about financial products and understand regulated investment companies, Subchapter...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… more
- Pearl Interactive Network (Tallahassee, FL)
- …Ensures projects are completed on time and within budget. Acts as advisor to program team regarding projects, tasks, and operations. **Operating Hours:** 8 ... 2. Ethernet cable access. Wi-Fi-only connectivity is prohibited. 3. Private and secure workspace within your home. Away from...Pearl programs and projects by working directly with the client and Pearl team during all phases of implementation… more
- NTT America, Inc. (Tallahassee, FL)
- …(including Generative AI). You'll drive revenue growth, cultivate strong client relationships, and lead cross-functional teams to secure market leadership ... refine segmentation strategies and GTM motions by vertical and client size. + Client Engagement & Trusted...strategic relationships with C-suite executives, acting as a trusted advisor on their hybrid IT, edge infrastructure, and AI… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Consulting department is the growth engine of the Raymond James Private Client Group and responsible for recruiting successful financial advisors to all ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be...divisions now supported by PCG. Such processes include initial advisor due diligence, firm due diligence, and other recruiting… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- Confluent (Tallahassee, FL)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more