- Cherry Bekaert (Tampa, FL)
- …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with...review of and feedback on the work of other tax personnel. + Work with engagement and client… more
- Fifth Third Bank, NA (Tampa, FL)
- …in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents the team's best thinking as to the steps the ... into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play...of all types. This position reports directly to the Director , Wealth Planning Analyst Team Lead. ESSENTIAL DUTIES AND… more