- Deloitte (Tampa, FL)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Williams Parker (Sarasota, FL)
- …significant trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy ... quite complex. When the need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a niche focus on trusts and… more
- Fifth Third Bank, NA (Orlando, FL)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more