- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... trusts in accordance with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax planning functions as… more
- Truist (Jacksonville, FL)
- …may change from time to time. 1. Supervise and lead the Premier Advisor Advancement Journey process and teammates and ensures that program activities are on ... 2. Responsible for partnering to recruit talent for the Premier Advisor Advancement Journey and facilitate regulatory onboarding and offboarding for Premier… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and Procedures. + Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory… more
- Hilton (Tallahassee, FL)
- …seamless execution of client programs and events\. + Cultivate direct relationships with senior \-level B2B customers, acting as a trusted advisor and strategic ... an educational assistance program, adoption assistance, a backup childcare program, pre\- tax commuter benefit and our travel discount\. The annual salary range… more
- CRC Insurance Services, Inc. (FL)
- …**Please review the following job description:** This role will serve as a trusted advisor to HR and senior business leaders, providing practical and proactive ... enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax -advantaged savings accounts; and a 401(k) plan with company match. CRC Group… more
- Trane Technologies (Panama City, FL)
- …with challenging assignments, leadership training, valuable exposure to our company's senior leaders and opportunities to network. Our 12-week summer internship ... which could include: New Product Costing, Cost Accounting, General Accounting, Tax , FP&A, Data Analytics, Global Internal Audit, Sarbanes-Oxley and Enterprise/Sector… more
- Truist (Boca Raton, FL)
- …of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training, ... and effectively. 10. Monitor usage metrics and escalate at-risk accounts to senior leadership. 11. Maintain detailed records of partner interactions, activity, and… more