• Financial Planning Consultant

    Raymond James Financial, Inc. (Naples, FL)
    …in developing and presenting comprehensive financial plans. + Research and analyze investment, tax , retirement, and estate planning strategies. + Prepare ... plans as client needs and circumstances evolve. + Stay current on planning concepts, regulations, and best practices. **Skills** + Strong analytical, organizational,… more
    Raymond James Financial, Inc. (08/15/25)
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  • Generations Client Concierge Specialist

    Edward Jones (West Palm Beach, FL)
    …our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, plan ... and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they… more
    Edward Jones (08/20/25)
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  • Private Wealth Management Trust Advisor

    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
    Regions Bank (06/21/25)
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  • Trust Relationship Manager

    First Horizon Bank (Coral Gables, FL)
    …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning , asset ... Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/ tax changes, and appropriate actions for the client. Combines technical… more
    First Horizon Bank (08/20/25)
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  • Tax Senior - Real Estate

    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
    Deloitte (08/23/25)
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  • Conflicts Analyst

    Fox Rothschild LLP (Sarasota, FL)
    …but not limited to corporate, litigation, bankruptcy, labor & employment, tax , real estate , estate planning , estate administration, trust planning ... , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more
    Fox Rothschild LLP (06/28/25)
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  • Senior Trusts & Estates Attorney

    Williams Parker (Sarasota, FL)
    …provide the legal framework to carefully address and answer all questions pertaining to estate planning , transfer tax planning , business succession, ... advance directives and durable powers of attorney. Preferred experience includes estate and gift tax planning and return preparation. Candidates should be… more
    Williams Parker (08/21/25)
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  • Wealth Management Solutions, Trust & Estates-…

    JPMorgan Chase (Miami, FL)
    …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to oversee the ... Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts &...trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax… more
    JPMorgan Chase (07/19/25)
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  • Associate Real Estate Portfolio Manager-…

    Ryder System (Miami, FL)
    …completion of real estate transactions. + Work with the broader real estate Facility Planning and Construction team to coordinate and ensure completion of ... here (http://ryder.com/job-applicant-privacy-policy) ._ **Job Description** : **Summary** The Associate Real Estate Portfolio Manager will act as a team lead in the… more
    Ryder System (08/21/25)
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  • Tax Manager - Partnerships

    Nelnet (Tallahassee, FL)
    …As this portfolio and Nelnet's renewable energy platform grows, the need for effective tax planning and compliance is increasing. The company needs a tax ... that can manage complex partnership tax principles, planning , compliance, and related reporting. This position will be... Credit Services Controller and the Executive Director of Tax and Renewable Energy, Nelnet's real estate … more
    Nelnet (08/21/25)
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