- Guardian Life (Tallahassee, FL)
- …is Guardian's advanced sales department and we are seeking a Tax Planning Consultant . We are an organization providing superior case consultation to our ... estate tax reductions strategies + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …manage the complexities of significant wealth, including estate, tax and charitable planning ; business succession and exit planning , executive compensation and ... prepare and present financial plans for advisors and their clients utilizing financial planning software. Provide planning solutions to meet the client's needs.… more
- Truist (Winter Park, FL)
- …Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. ... segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
- Deloitte (Lake Mary, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts… more
- Deloitte (Jacksonville, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... tax) practice! What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will...for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include:… more
- Deloitte (Boca Raton, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate… more