- Truist (Fort Lauderdale, FL)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- Deloitte (Miami, FL)
- …of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop ... Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. What You'll Do Deloitte Tax Senior...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …In support of our strategic growth, we have an opportunity available for a ** Senior Manager** to join our team, with the flexibility to sit in multiple offices ... to make a meaningful impact serving as a trusted advisor to middle market clients within a supportive environment...development excites you, let's talk! **As a Valuation Services Senior Manager, you will:** + Plan, organize, conduct, manage,… more
- Deloitte (Miami, FL)
- …career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more
- Bank of America (Miami, FL)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …individual tax liabilities. + Serve as a formal and informal mentor to managers and senior managers and as a valued colleague (as it relates to people and other ... prospective and existing clients (through the development of "trusted advisor " status with clients served). + Manage a network...to lead and develop Tax Staff, Seniors, Managers, and Senior Managers. + Plays a lead role in the… more
- AECOM (Fort Lauderdale, FL)
- …focused on design of municipal water/wastewater, stormwater, and resiliency projects. + Senior technical resource; may serve as technical advisor for the ... buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by… more
- Amazon (Miami, FL)
- …not a sales role, but rather an opportunity to be the principal technical advisor and 'voice of the customer' to organizations ranging from start-ups to Fortune 500 ... represent AWS within a customer's environment, and drive discussions with senior leadership regarding incidents, trade-offs, support and risk management. You will… more
- Deloitte (Miami, FL)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more