- Fifth Third Bank, NA (Boca Raton, FL)
- …role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate ... strategy, manages high-value and sensitive relationships, and oversees complex legal and tax matters. This role also provides leadership and mentorship to Estate… more
- H&R Block (Palm Springs, FL)
- …as a Multi-Unit Team Leader, you'll provide leadership over three H&R Block tax offices. Using your people management experience and passion for helping people, ... in the offices you manage to accelerate their seasonal tax business. You'll serve as the front-line manager responsible...multiple offices with support from Associate Team Leaders + Partner with the District General Manager (DGM) to create… more
- H&R Block (Hollywood, FL)
- …growth objectives (ie, clients, revenue and earnings) for three offices. Prior tax preparation experience is not required. You'll begin working a flexible part-time ... the fall as you ramp up for the busy tax season, then transition to a full-time schedule from...for the development of office associates' career paths + Partner with the District General Manager (DGM) to create… more
- H&R Block (Wesley Chapel, FL)
- …you'll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office. You'll ... the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and... Professional What you'll bring to the team + Partner with District General Manager to create and implement… more
- JPMorgan Chase (Miami, FL)
- …analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers...in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to… more
- Williams Parker (Sarasota, FL)
- …work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust administration, and the preparation of health care ... high level of technical expertise and be capable of stepping into partner -level responsibilities with minimal supervision. Remote work may be acceptable, and whether… more
- Robert Half Accountemps (Miami, FL)
- …statements in accordance with GAAP + Reconcile investment activity, valuations, and partner allocations + Support audits, tax filings, and compliance ... requirements + Maintain general ledgers and ensure accurate financial reporting + Assist with cash flow forecasting and fund performance reporting + Collaborate with investment and operations teams on financial analysis and reporting + Ensure compliance with… more
- JPMorgan Chase (Palm Beach, FL)
- …oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with beneficiaries and ... advisors. You will also partner with Wealth Advisors for new trust business and...firm. **Job Responsibilities** + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- CompuCom (Tallahassee, FL)
- …about unlocking new value. You'll harness your deep understanding of partner ecosystems, programs, and solutions to architect bold, cross-functional strategies that ... co-create go-to-market plans that spark demand, maximize incentives, and elevate partner performance. From driving pipeline and expanding market reach to uncovering… more
- Wolters Kluwer (Tallahassee, FL)
- …zones preferred _** **Wolters Kluwer** is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses ... to senior leaders across the business. Additionally, you will partner with the Audit product team to ensure proper...will report to the Manager, Field Sales Specialty - Tax & Accounting North America. **What you'll be doing:**… more