• Director, Trust Administration

    BMO Financial Group (Sarasota, FL)
    …from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated ... relationships and attract new clients. * Stay current on changes in trust and tax law, and estate planning trends to provide proactive guidance to clients.… more
    BMO Financial Group (01/07/26)
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  • Trust Officer

    Insight Global (Orlando, FL)
    …records. You'll work closely with clients to understand their financial goals, explain trust decisions, and collaborate with legal, tax , and wealth management ... foundation for this newer Wealth Division. *Strong understanding of trust and estate laws, tax regulations, and...*Strong understanding of trust and estate laws, tax regulations, and fiduciary responsibilities. *Must have experience in… more
    Insight Global (12/18/25)
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  • Sr Trust Officer-Team Leader

    Canandaigua National Bank & Trust (Sarasota, FL)
    Sr. Trust Officer - Team Lead Canandaigua National Trust Company Florida Location: Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida ... of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a… more
    Canandaigua National Bank & Trust (01/06/26)
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  • Trust Administration Advisor

    Truist (Orlando, FL)
    …and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial ... Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. Ensures … more
    Truist (01/14/26)
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  • Trust Officer - Estate and Trust…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax ... tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts… more
    Raymond James Financial, Inc. (01/07/26)
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  • Senior CX/UX Designer (AI-First Innovation…

    Wolters Kluwer (Plantation, FL)
    **Senior CX/UX Designer (AI-First Innovation | Tax & Accounting) - Hybrid (CT/ET) R0053144** _Design AI-powered experiences that transform tax and accounting ... create user-facing experiences that embed AI, machine learning, and automation into tax and accounting workflows. You will design solutions that simplify complex,… more
    Wolters Kluwer (01/13/26)
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  • Senior Private Wealth Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    **Essential Duties and Responsibilities** + Administers personal trust accounts in accordance with statutes and regulations. + Participates in the income tax ... tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts… more
    Raymond James Financial, Inc. (01/08/26)
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  • Tax Senior Manager - Internal Firm…

    Cherry Bekaert (Coral Gables, FL)
    …, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to ... professional development. We are seeking for a Internal Firm Tax Senior Manager to join our team. The person...interpersonal skills, with the ability to influence and build trust with internal clients. + Demonstrated leadership capabilities and… more
    Cherry Bekaert (01/17/26)
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  • Senior Tax Strategist - High Net Worth

    Edward Jones (West Palm Beach, FL)
    …branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation ... Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. + Serve as a subject matter expert for complex cases requiring… more
    Edward Jones (01/17/26)
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  • Experienced Tax Professional

    H&R Block (Cutler Ridge, FL)
    …that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the ... support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had + Bachelor's… more
    H&R Block (01/15/26)
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