- AdventHealth (Ocala, FL)
- …spirit in a friendly community with a low cost of living, no state income tax , hiking, shopping, close to major cities & theme parks, natural springs, horse parks ... cost of living, thriving local economy, no state income tax and top-rated public schools! Ocala is known for...MitraClip (TM) and the Watchman (TM) implant. With your trust , AdventHealth Ocala has grown into a nationally recognized… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …May participate as a voting member of various committees. + Exercises discretionary trust administrative authority as may be allowed by the Policies and Procedures. ... + Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory interaction and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of Raymond James ... Trust (RJT) as a fiduciary or custodian in accordance...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- Truist (Orlando, FL)
- …for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client ... segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the… more
- UMB Bank (Tallahassee, FL)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...services to municipal and corporate/ABS issuers of taxable or tax -exempt debt. We also provide escrow-related, custodial and verification… more
- Regions Bank (Tampa, FL)
- …client discussions regarding asset management and investments, financial planning, insurance, lending, tax and accounting and trust and estate planning + ... Assisting with standard transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions + Supporting one or more research teams with due diligence, selection, evaluation or overall process improvements… more
- Cherry Bekaert (Tallahassee, FL)
- …Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work ... a team of experts with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management… more
- Robert Half Finance & Accounting (Delray Beach, FL)
- …cases and prepare detailed settlement closing statement reconciliations. * Oversee trust accounting to ensure compliance and precise fund management. * Assist ... tenant invoices for rental properties, including rent and applicable tax collection, and prepare monthly sales tax ...a plus but not required. * Solid understanding of trust accounting and client cost tracking, especially within legal… more
- Truist (Winter Park, FL)
- …days a week* Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. ... Provide client support to Trust Advisors. Help coordinate with other members of the...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Cherry Bekaert (Tampa, FL)
- …Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more