- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervision, uses knowledge and skills obtained through education and experience to ensure compliance of investment advisory business practices with Advisers ... * Provides compliance support in the development and enhancement of compliance oversight programs for investment advisory activities, products and… more
- Deloitte (Tampa, FL)
- …As a Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... Tax LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the… more
- Deloitte (Tampa, FL)
- …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" ... Investment Management practice. What You'll Do As a Senior Manager, you will work within an engagement team...tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax… more
- Deloitte (Tampa, FL)
- …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" ... your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying...consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax… more
- Deloitte (Tampa, FL)
- …solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting ... players. Does this describe your background? If you're a senior leader who wants to play in the big...you will utilize your prior experience to provide tax compliance and consulting services to investment management… more
- Deloitte (Tampa, FL)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior Consultant within the Sustainability Climate and Equity: Gi3...collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate… more
- Deloitte (Tampa, FL)
- …of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will ... proactively collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate is invested… more
- Deloitte (Tampa, FL)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate… more
- KPMG (Tampa, FL)
- …establish strong governance and operational rigor, informing business direction and investment , contingency planning, and audit-ready compliance + Foster strong ... **Business Title:** Senior Associate, Contingent Labor and Professional Services **Requisition...and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries.… more
- Citigroup (Tampa, FL)
- …EE products and process mapping to address process reengineering needs. The Senior Solution Architect is a strategic professional who stays abreast of developments ... . Develop data repository structure and methods for client advisory across EE products that can be leveraged to...manage to resolution or escalate accordingly . Advisor to senior stakeholders and supervise through a matrixed reporting other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … compliance activities are commensurate with the level of risk. * Informs Senior Compliance Management about issues that may involve rule violations or ... Compliance , Legal and business teams to develop tactical plans for compliance initiatives including monitoring, testing, advisory and data analysis. Provides… more
- USAA (Tampa, FL)
- …other. Come be a part of what makes us so special! As a dedicated Compliance Audit Executive, you will direct and oversee assurance and advisory services across ... governance, risk management and control processes including, legal and regulatory compliance and regulatory readiness, and the reliability and integrity of financial… more
- Truist (Tampa, FL)
- …advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Deloitte (Tampa, FL)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior Manager within the Sustainability, Climate and Equity: Gi3...collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conferences, senior level advisor and client seminars, branch presentations, advisory councils, and other sales functions. * Represents the firm at industry ... conferences, senior level advisor and client seminars, branch presentations, advisory councils, and other sales functions. * Represents the firm at industry… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and/or branch management. * Reviews and advises on supervisory processes and compliance policies requiring senior management approval. * Conducts periodic ... advisory state registrations if required by state. **Job:** Compliance **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Supervision **Schedule**… more
- Morgan Stanley (Tampa, FL)
- …provides comprehensive financial advice and services to its clients including brokerage, investment advisory , financial and wealth planning, credit and lending, ... reputation and safeguarding Morgan Stanley, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, and… more
- Morgan Stanley (Tampa, FL)
- …provides comprehensive financial advice and services to its clients including brokerage, investment advisory , financial and wealth planning, credit and lending, ... reputation and safeguarding Morgan Stanley, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, and… more
- Black & Veatch (Tampa, FL)
- …operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory , Industrial ... demonstrating capabilities with moderate level of oversight and collaboration with more senior level professionals. The scope and size of projects are generally… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Azure, AWS, Redshift, Confluence, Azure DevOps * Financial markets, products, financial advisory function, and investment process. * Advanced AML/FCM client ... reporting and associated analytics. * Interact with C-level/executives, business and compliance partners and financial advisors. * Coaches and mentors staff,… more