- Regions Bank (Orlando, FL)
- …finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including ... of relevant experience may also qualify + Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts… more
- JPMorgan Chase (Miami, FL)
- …Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and ... trust . Job Responsibilities: * Analyze Wills and trust documents for legal, tax , administrative and investment issues and coordinate delivery of services… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to operational support groups to ensure compliance with accounting policies. + Direct tax compliance for tax -exempt trust clients, ensuring timely filings, ... risk, and aligning with evolving IRS regulations. + Provides guidance on tax compliance matters for operational support groups. + Works closely with management… more
- Williams Parker (Sarasota, FL)
- …service and developing long-term client relationships. + Experience in estate and trust planning, including excellent tax research, legal document drafting with ... accuracy and efficiency; preparing and reviewing estate tax returns, gift tax returns, and trust income tax returns is preferred. + Ability to work… more
- KeyBank (Palm Beach Gardens, FL)
- …to determine duties and responsibilities of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment ... (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High-Net-Worth clients and their beneficiaries.… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …meetings with attorneys + Review and manage client estate planning documents + Research tax , trust , and estate regulations as needed + Research cost basis as ... pressure occasionally created by time constraints + Preferred: + Familiarity with tax , trust , and estate planning + 7 & 66 licenses **Education** + Bachelor's… more
- Cherry Bekaert (Coral Gables, FL)
- …firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance, and tax services to our clients. We are looking for a Tax Growth ... our Tax team to help drive growth solutions development in core and strategic tax . As the Tax Growth Solutions Leader, you will work closely with the… more
- Cherry Bekaert (Coral Gables, FL)
- …in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and ** tax services** to our clients. As a ** Tax Manager** supporting our ... you will serve as a key leader in our Tax practice. We offer growth potential without having to...that foster inclusion and belonging including uncompromising integrity, collaboration, trust , and mutual respect + The opportunity to innovate… more
- ISC2 (Tallahassee, FL)
- …sense of belonging across our organization - an environment of authenticity, trust , empowerment and connectedness that empowers all of our successes. Learn more. ... **Position Summary** The Tax & Compliance Lead plays a crucial role in...applicable auditing standards, domestic and international compliance measures, and tax laws and regulations. This position is responsible for… more
- Chewy (Plantation, FL)
- …everything we do, whether that means bending over backwards to gain our customers' trust and loyalty or creating a stimulating work environment for our employees. We ... our customers and our employees. **Our Opportunity:** The **Senior** **Payroll Tax ** **Analyst** is responsible for ensuring the Company's ongoing compliance with… more
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