• Business Resource Center, Advanced Planning…

    Guardian Life (Tallahassee, FL)
    …creating and updating marketing collateral. **You have** + Juris Doctor ( JD ) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing… more
    Guardian Life (06/26/25)
    - Related Jobs

  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals...Financial Analyst (CFA) (preferred) + Licensed Attorney/ JD (varies by state) (preferred) + Certified … more
    KeyBank (08/04/25)
    - Related Jobs

  • Private Wealth Management Trust Advisor

    Regions Bank (Orlando, FL)
    …+ Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business Administration (MBA) or ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
    Regions Bank (06/21/25)
    - Related Jobs

  • Tax Senior, Indirect Tax

    Deloitte (Tampa, FL)
    …Indirect Tax professional who likes solving complex state and local indirect tax issues within sales & use and excise tax? Are you ready to make a greater impact on ... various state and local indirect tax consulting projects including sales & use and excise tax overpayment reviews, tax...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (05/22/25)
    - Related Jobs

  • Tax Manager - Mutual Funds

    Deloitte (Jacksonville, FL)
    …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... industries/sectors you serve + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the … more
    Deloitte (06/23/25)
    - Related Jobs

  • Tax Senior, Unclaimed Property Tax; State…

    Deloitte (Tampa, FL)
    …tax, indirect tax, unclaimed property, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to...Licensed attorney + Enrolled Agent + Certifications: + CFE ( Certified Fraud Examiner) + Ability to travel up to… more
    Deloitte (05/25/25)
    - Related Jobs

  • Tax Manager, State Income and Franchise…

    Deloitte (Jacksonville, FL)
    …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...Preferred + Advanced degree such as Masters of Tax, JD , and/or LLM + Previous Big 4 or large… more
    Deloitte (05/24/25)
    - Related Jobs

  • Tax Senior, State Income and Franchise…

    Deloitte (Miami, FL)
    …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to...+ Advanced degree such as Masters of Tax or JD and/or LLM + Previous Big 4 or large… more
    Deloitte (05/21/25)
    - Related Jobs

  • Wealth Advisor III - Tampa / Naples

    Truist (Tampa, FL)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or...in certification programs such as CFA, CFP, CPWA and CPA * 5 or more years of sales… more
    Truist (06/03/25)
    - Related Jobs

  • Corporate Tax Manager - Methods, Credits…

    Grant Thornton (Tampa, FL)
    …delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting ( CPA ) firm that provides audit ... teams, as well as participating in related marketing and sales aspects of the engagements to ensure all client...Candidates must demonstrate strong leadership and supervisory skills + CPA or a legal background required ( JD ,… more
    Grant Thornton (06/06/25)
    - Related Jobs