- Raymond James Financial, Inc. (St. Petersburg, FL)
- …uses knowledge and skills obtained through education and experience to ensure compliance of investment advisory business practices with Advisers Act, state ... factors as necessary. Includes directly contacting FAs and communication with branch management . * Provides compliance support in the development and enhancement… more
- Deloitte (Tampa, FL)
- …you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager , you will work within ... thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross...your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying… more
- Deloitte (Tampa, FL)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As...the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works… more
- Deloitte (Tampa, FL)
- …and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate and/or hedge fund clients? If ... for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and...diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500… more
- Deloitte (Tampa, FL)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …methods. * Concepts, practices and procedures of securities industry and/or investment advisory compliance , including suitability, fiduciary standard, and other ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Citigroup (Tampa, FL)
- …and FINRA regulatory disclosures/filings + Provide day-to-day legal support of the investment management business, including matters related to client ... and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to...investment management agreements and enrollment documents, investment policy… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are commensurate with the level of risk being mitigated. * Informs Senior Compliance Management about issues that may involve rule violations or potential ... banking industry to support the continuous evolution of the firms Regulatory Change Management program. This role may have responsibility for, but is not limited to,… more
- KPMG (Tampa, FL)
- …Manager / Senior Manager to join our Global Compliance Management Services (https://tax.kpmg.us/services/ compliance - management .html) practice. ... **Business Title:** Manager / Senior Manager , Compliance...important than investing in our culture because it's an investment in our people, our future, and what we… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … activities are commensurate with the level of risk. * Informs Senior Compliance Management about issues that may involve rule violations or potential ... obtained through education and experience to support the operation of all compliance functions covering the Financial Holding Company requirements that apply across… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …oversight and management . * May coach, train, and mentor other Compliance associates. * May assist with developing and implementing continuing education and ... specialized training, and/or certification in financial services or banking industry compliance to administer and manage an assigned compliance function.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reinforcing trust and collaboration. * Conducts detailed financial analysis to support investment decisions and portfolio management . * Identifies and mitigates ... or regulatory agreements. * Conducting detailed financial analysis to support investment decisions and portfolio management . * Developing and implementing… more
- Deloitte (Tampa, FL)
- …accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... companies, Subchapter M, section 4982 excise calculations, and tax compliance .? If this is music to your ears, and...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works… more
- Deloitte (Tampa, FL)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... and pursuits. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range… more
- JPMorgan Chase (Tampa, FL)
- …service experience in controls, audit, quality assurance, risk management , or compliance preferred + Experience in a Control Manager function or strong ... **Organization Description:** The Commercial & Investment Bank is a global leader across ...the world's largest payment network. The business combines Liquidity/cash management , payment solutions, Escrow and merchant services to corporate… more
- Citigroup (Tampa, FL)
- The IPB Wealth Solutions Advisory Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and ... and adherence to all regulatory rules and guidelines for compliance and risk management . Exercises control over...at the right time to maximize return on campaign investment . + Ensure compliance with internal policies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Collaborates effectively with multiple stakeholders, including extensive contact with executive management and may be required to lead others in identifying, ... researching, analyzing and resolving complex issues. Possesses strong program management and interpersonal skills, makes sound decisions, exhibiting initiative and… more
- TEKsystems (St. Petersburg, FL)
- …Collaborates effectively with multiple stakeholders, including extensive contact with executive management and may be required to lead others in identifying, ... researching, analyzing and resolving complex issues. Possesses strong program management and interpersonal skills, makes sound decisions, exhibiting initiative and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …practices in multi-family real estate operations, including property inspections, leasing, management , maintenance, and regulatory compliance . * Knowledge of ... optimize performance and meet benchmarks, including monitoring and overseeing property management operations. With a strategic focus on driving profitability and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …branch management . * Reviews and advises on supervisory processes and compliance policies requiring senior management approval. * Conducts periodic reviews ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more