- BDO USA, LLP (Tampa, FL)
- … trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance ... and presentation of issues and resolution to clients Reviews complex individual, trust , estate, S-Corp, foundation, partnership, and gift tax returns and provides… more
- BDO USA, LLP (Tampa, FL)
- … trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance ... and presentation of issues and resolution to clients Reviews complex individual, trust , estate, S-Corp, foundation, partnership, and gift tax returns and provides… more
- BDO USA, LLP (Tampa, FL)
- … trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance ... advisors to gather information needed to prepare tax returns Reviews individual, trust , estate, S-Corp, foundation, partnership, and gift tax returns and provides… more
- Regions Bank (Tampa, FL)
- …the careers section of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve ... their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's Degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Cherry Bekaert (Tampa, FL)
- …family government services, estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director, you will:** + Work with ... services to prospective and existing clients (through the development of "trusted advisor " status with clients served). + Manage a network of decision makers… more
