- Citigroup (Tampa, FL)
- …(eg, SEC, IRS) and coordinate with external auditors for annual audits and tax filings. General Ledger Management - Maintain accurate and up-to-date general ... tax treatment of investments, including K-1 preparation and partnership tax compliance. **Responsibilities:** + Supports the management and control data… more
- Cardinal Health (Tallahassee, FL)
- …standards of governance and confidentiality _Emerging Ventures opportunity evaluation and investment portfolio management :_ + **Industry and Market Insights** : ... and annual meetings, evaluation of financial budget/forecasts, and help navigating investment decision and transactions + **Portfolio Management ** : Monitor… more
- Bank of America (Miami, FL)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Miami/Merrill-Market-Client-Relationship- Manager \_25041866) **Job Description:** Merrill ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Bank of America (Destin, FL)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pensacola/Merrill-Market-Client-Relationship- Manager \_25030149) **Job Description:** Merrill ... Management is a leading provider of comprehensive wealth management and investment products and services for...Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a… more
- BMO Financial Group (West Palm Beach, FL)
- …exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works ... proposals and participates in meetings with prospects/clients. + Provides investment management , fiduciary expertise and strategic leadership for business,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …estate documentation for consistency with RJTCF's requirements and property specific investment criteria. + Updates and/or reviews financial projections to reflect ... actual property performance. + Reviews property financial statements, tax returns, cost certifications and low income housing tax credit (LIHTC) specific… more
- First Horizon Bank (Coral Gables, FL)
- …and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary ... listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers… more
- Robert Half Finance & Accounting (West Palm Beach, FL)
- …planning and decision-making. * Monitor daily liquidity and execute borrowing or investment transactions to optimize cash management . * Implement and maintain ... Description We are looking for an experienced Treasury Manager to join our client's Accounting & Finance...will play a critical role in managing cash flow, tax -related processes, and mitigating financial risks while driving improvements… more
- Marriott (Naples, FL)
- …the brand's target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing constant ... **Schedule** Full Time **Located Remotely?** N **Position Type** Management **Bonus Eligible:** Y **Stock Package:** Y **JOB SUMMARY**… more
- Cardinal Health (Tallahassee, FL)
- …Ohio. Relocation assistance will be provided!** **_What Corporate Development Management contributes to Cardinal Health_** The Corporate Development team is ... through mergers, acquisitions, divestitures, joint ventures and other strategic transactions. The Manager will be a key member of the Corporate Development team,… more