- Fox Rothschild LLP (West Palm Beach, FL)
- …will work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or ... for estate and wealth transfer planning . + Prepare and file estate tax returns and gift tax returns, ensuring compliance with federal and state… more
- Truist (Orlando, FL)
- …Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning , and banking goals and objectives. ... industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong analytical skills including,… more
- Regions Bank (Orlando, FL)
- …relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, ... degree in business, finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate / Tax Law, Financial Planning or… more
- Williams Parker (Sarasota, FL)
- …provide the legal framework to carefully address and answer all questions pertaining to estate planning , tax planning , business succession, charitable ... team of attorneys and professional staff in handling sophisticated and complex estate planning , tax planning , and probate and trust administration… more
- Deloitte (Lake Mary, FL)
- …as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts ... an opportunity to help develop and use the latest tax technologies in the real estate industry...3 days per week + 3+ years experience providing tax planning services or preparing client work… more
- Edward Jones (West Palm Beach, FL)
- …of financial planning topics - goals planning , income planning , estate and tax planning , protection, etc. + Proficiency using financial ... process? Do you have a strong background in financial planning and experience with complex financial planning ...and other internal home office subject matter experts (ie- tax , estate , investment management, business owner, executive… more
- ADP (Maitland, FL)
- …8 years of experience with corporate leasing. + Thorough understanding of planning methodology, program/project management processes and real estate lease ... economic (including cash flow analysis) principles related to capital planning and real estate finance + Data...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …educational and technical resource to manage the complexities of significant wealth, including estate , tax and charitable planning ; business succession and ... financial plans for advisors and their clients utilizing financial planning software. Provide planning solutions to meet...financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). + Organize and… more
- Guardian Life (Tallahassee, FL)
- …+ Possess expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement planning ... Guardian's advanced sales department and we are seeking a Tax Planning Consultant. We are an organization...entity and compensation changes as well as income and estate tax reductions strategies + Educate producers,… more
- Publix (Lakeland, FL)
- …Payables/Receivables, Asset Accounting, General Ledger, Payments Processing, Project Systems, Real Estate , Tax and FI integration with Logistics modules. You ... **33136BR** **Position Title:** Lead Software Engineer - Real Estate (SAP) **Department:** Publix Technology **Location:** Lakeland, FL **Description:** **_Please… more