- Raymond James Financial, Inc. (Fort Myers, FL)
- …for estate planning meetings with attorneys + Review and manage client estate planning documents + Research tax , trust, and estate regulations ... pressure occasionally created by time constraints + Preferred: + Familiarity with tax , trust, and estate planning + 7 & 66 licenses **Education** +… 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
- 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
- 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
- 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
- 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
- Lamar Advertising Company (Panama City, FL)
- …+ Responsible for ensuring receipt, verification, and the timely processing of real estate tax invoices for company-owned real and personal property. + ... communication and negotiation?** Do you have experience in real estate or land acquisition? If so, Lamar Advertising of...of experience in land acquisition, zoning, and land use planning . **Please note: Upon submitting your application, you will… more
- Publix (Lakeland, FL)
- …Payables/Receivables, Asset Accounting, General Ledger, Payments Processing, Project Systems, Real Estate , Tax and FI integration with Logistics modules. In ... **34014BR** **Position Title:** Lead Software Engineer - Real Estate (SAP) **Department:** Publix Technology **Location:** Lakeland, FL **Description:** **_Please… more