- Raymond James Financial, Inc. (St. Petersburg, FL)
- …accounts in accordance with statutes and regulations. + Participates in the income tax planning and preparation process, performs such tax planning functions as ... may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts with Financial Advisors and… more
- Deloitte (Tampa, FL)
- Restructuring & Bankruptcy Accounting Senior Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... ground, bringing specialists in bankruptcy, accounting and valuation, IT, and tax . From planning and systems readiness to implementation and validation, Deloitte's… more
- Edward Jones (Valrico, FL)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 1953 SR 60 East, Valrico, FL This job posting is… more
- Hilton (Tallahassee, FL)
- …TX\*\*\*_ As a Manager on Hilton's Americas Marketing team \- reporting into our Sr \. Manager, Hotel Level Marketing Agency Solutions- you will be part of the ... of hotels in key high\-revenue markets serving as the primary marketing advisor and crafting tailored paid media marketing strategies\. + Campaign Strategy,… more
- University of Miami (Miami, FL)
- …for a full time Director, Finance position. The incumbent acts as principal advisor regarding all financial matters which may affect the short-term or long-term ... financial policies in accordance with generally accepted accounting principles, tax regulations, and existing federal and state laws. CORE...units (this includes direct management and oversight of one Sr . Administrator, one Sr . Manager and one… more
- City National Bank (Tallahassee, FL)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Bank of America (Miami, FL)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Bank of America (Destin, FL)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… 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, ... 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