- Raymond James Financial, Inc. (St. Petersburg, FL)
- …CIP, CDD/EDD, and FinCen Rule 504 + Specialized understanding of trust structures, private client services, and fiduciary risks + Strong operational knowledge of ... aligned to the enterprise strategy and designed to protect client trust, financial integrity, and regulatory compliance....fiduciary service operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and… more
- Deloitte (Lake Mary, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more