- Cherry Bekaert (Tallahassee, FL)
- …Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts ... Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC… more
- Anywhere Real Estate (Pensacola, FL)
- …representative, you're the face of our office in the community, meeting with real estate agents and others to promote our title and closing services and earn their ... local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business....finding new ways to meet and engage with agents; planning after-hours events and get-togethers that are both entertaining… more
- Deloitte (Tampa, FL)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Jacksonville, FL)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Charles Schwab (Orlando, FL)
- …of comprehensive financial planning and wealth management disciplines, including estate planning , risk management and retirement income planning . ... Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to… more
- Charles Schwab (Fort Lauderdale, FL)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… more
- First Horizon Bank (Coral Gables, FL)
- …a vital role in guiding clients toward achieving their financial goals, including estate planning , investment strategies, and retirement planning . We offer ... Influence (COIs). * Surround clients with expert team resources, including Financial Planning , Brokerage, Trust , Insurance, and Family Office professionals. *… more
- Robert Half Finance & Accounting (Groveland, FL)
- …* Serve as the primary liaison to external CPAs for corporate and beneficiary trust tax planning and return preparation Operations & Leadership * Participate as ... Lead long-term financial forecasting and scenario modeling in alignment with strategic planning efforts * Oversee all aspects of capital structure, including banking… more
- Citigroup (Miami, FL)
- …and risk mitigation strategies, governance, next-generation preparation, succession as well as trust and estate and cross-border matters. Own content and events ... Institutional Capital Markets products, including Strategic Equity Solutions, Commercial Real Estate financing and the Markets Direct Access ("MDA") product program,… more
- MyFlorida (Tallahassee, FL)
- …Position Overview and Responsibilities: This position is in the Bureau of Real Estate Services (BRES). This Bureau is responsible for activities related to the ... property as agents to the Board of Trustees (BOT) of the Internal Improvement Trust Fund. In addition, Bureau staff are responsible for the management of statewide… more