- Wells Fargo (Palm Beach, FL)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Cherry Bekaert (Tallahassee, FL)
- …Develop, implement, and manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee ... and accuracy. + Provide strategic advice and insights to senior leadership on property tax matters. **Qualifications:**...management, with a significant portion in a leadership or senior role, preferably within a large real estate… more
- Cherry Bekaert (Tampa, FL)
- …Support the development and execution of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and ... efficiency and accuracy. + Provide insights and recommendations to senior leadership on property tax matters. **Qualifications:**...related field. + 5-8 years of experience in property tax management, preferably within a real estate … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond ... In some cases may be assigned to a more senior officer as an Associate Trust Officer/...well as word processing and spreadsheet programs. . Assist Trust Officers in estate administration, including confirming… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as may be allowed by the Policies and Procedures. + Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to...and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate … more
- Williams Parker (Sarasota, FL)
- … estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust ... clients, or their fiduciaries, in estate and trust administration settlement and, when necessary, in tax controversies involving estate and gift tax… more
- Fifth Third Bank, NA (Orlando, FL)
- …clients' financial plans, analysis, and models, which may encompass business transitions, tax planning, estate and trust planning, retirement, investments, ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Wealth Planning Analyst partners with and supports Wealth...current state analyses (Net Worth Statements, Current Cash Flow, Estate Plan Reviews, Tax , etc.) based upon… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …, **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we ... (https://www.cbh.com/services/advisory/risk-accounting-advisory/risk-advisory/) practice, we have an excellent opportunity for a ** Senior Associate (Consumer Compliance)** to join our team providing… more
- Regions Bank (Tampa, FL)
- …and investments, financial planning, insurance, lending, tax and accounting and trust and estate planning + Assisting with standard transactional needs of ... also participate in centralized training sessions giving opportunities to interact with senior members to gain exposure to the various groups within Regions Wealth… more