- Cherry Bekaert (Tampa, FL)
- …estate and succession, planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with clients and firm partners ... in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success… more
- Fifth Third Bank, NA (Tampa, FL)
- …the Bank's risk appetite, achieves results by consistently identifying, assessing, managing , monitoring, and reporting risks of all types. This position reports ... directly to the Director , Wealth Planning Analyst Team Lead. ESSENTIAL DUTIES AND...current state analyses (Net Worth Statements, Current Cash Flow, Tax , etc.) based upon the clients'/prospect's priorities, goals and… more