Financial Rep Remote - In office / Representante financiero- Presencial o Remoto ML Financial SolutionsFinancial Rep Remote - In office / Representante financiero- Presencial o RemotoMiami Lakes, FLRemote$3,500–$8,500 / monthContractorFull timePart timeWe are seeking motivated individuals with a positive attitude, a desire for personal and professional growth, and a passion for helping individuals and families improve their financial future. Buscamos personas con actitud positiva, deseos de crecimiento y pasión por ayudar a otras familias a mejorar su situación financiera.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridBoca Raton, FL$225,000–$450,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
Financial Services Tax Senior - Dealership & Partnerships! JobotFinancial Services Tax Senior - Dealership & Partnerships!Miami, FLRemote$80,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Based in the Midwest, we are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer!
Tax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesMiami, FL$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Labor & Employment Associate JobotLabor & Employment AssociateMiami, FL$130,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Known for delivering practical business-focused solutions, our attorneys work proactively to help clients avoid disputes whenever possible while providing aggressive and effective representation when litigation arises.
Environmental Services Manager - 2nd Shift AramarkEnvironmental Services Manager - 2nd ShiftFort Lauderdale, FLThe EVS Manager - 2nd shift is responsible for servicing and/or maintaining a physical location or site to client specifications, leads a team of 25-50 employees and ensures areas of responsibility meet objectives and client expectations. Aramark Healthcare+ is seeking an Environmental Services Manager - 2nd shift to join their team at Broward Medical Center in Fort Lauderdale, FL .
Tax Managing Director, Transaction Advisory Services (M&A) bdo consultingTax Managing Director, Transaction Advisory Services (M&A)Miami, FLThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Senior Accountant - Client Accounting Services (CAS) JobotSenior Accountant - Client Accounting Services (CAS)Fort Lauderdale, FL$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Retail Customer Service Associate FedExRetail Customer Service AssociatePompano Beach, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Wealth Management Advisor Amerant BankWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
NewSenior Business Banking Relationship Manager First Horizon BankSenior Business Banking Relationship ManagerMiami, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.
Residential Mortgage Underwriter Amerant BankResidential Mortgage UnderwriterCoral Gables, FLFull timeAdditionally, knowledge of regulatory frameworks guides the officer in implementing policies that safeguard the institution against credit risk while promoting responsible lending. Proficiency with mortgage software and data analysis tools enables the officer to efficiently monitor credit portfolios and generate insightful reports.
NewCommercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIICoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
NewRelationship Banker First Horizon BankRelationship BankerMiami Beach, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewTrust Relationship Manager First Horizon BankTrust Relationship ManagerCoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Summary : Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region.
NewSenior Treasury Management Sales Officer First Horizon BankSenior Treasury Management Sales OfficerCoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
NewUniversal Banker First Horizon BankUniversal BankerMiami Lakes, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewEnterprise Portfolio Manager Sr. First Horizon BankEnterprise Portfolio Manager Sr.Coral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Enterprise Portfolio Manager Sr provides day-to-day leadership, coaching, and performance management for a team of Project Managers, aligning priorities, balancing workloads, and ensuring adherence to governance, risk controls, and the Project Management Lifecycle.
NewBanking Center Manager First Horizon BankBanking Center ManagerMiami Lakes, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewTeller First Horizon BankTellerHialeah, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewRisk Specialist I - Sanctions First Horizon BankRisk Specialist I - SanctionsMiami Lakes, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED and 0-4 years of experience or equivalent combination of education and experience.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)Miami, FLOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewCorporate Associate Attorney - Private Equity JobotCorporate Associate Attorney - Private EquityMiami, FL$180,000–$245,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Apply here and contact Hunter Dahlstrom directly for details at https://jobot.com/apply/corporate-associate-attorney-private-equity/1648171283?utm_source=Monster or 248.636.2434 (direct cell #).
Real Estate Attorney JobotReal Estate AttorneyMiami, FL$185,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
Chief Financial Officer Lit Capital LLCChief Financial OfficerMiami Beach, FL$750,000–$1,200,000 / yearFull timeChief Financial Officer (Lit Capital LLC, Miami Beach, FL): Develop and manage financial projections, accounting services, growth plans, and staff direction to forecast future revenue and allow for fluctuations in business models; Communicate and enforce values, policies, and procedures to execute major financial activities while upholding transparency, accountability and integrity; Create and implement programs in recruiting, training, coaching, discipline, and communication to support a multitude of scaling investment opportunities; Design financial, accounting, and analytical techniques to achieve Firm-wide goals and objectives, applying financial organizational strategies to establish internal and external investment ventures; Forecast capital, facility, and staffing requirements, focusing on sustainability, profitability, and scalability in meeting client goals as defined within contractual obligations; Monitor financial performance by analyzing metrics such as cash flow, working capital, gross profit margin, net profit margin, and return on equity to identify and remedy inefficient procedural processes; Lead negotiations on potential acquisitions, leveraged buyouts (LBOs), or growth equity investments; Conduct financial modeling, valuation analysis (DCF, LBO, precedent transactions, public comparables) to assess investment opportunities; Perform industry, market, and competitive analysis to evaluate investment risks and returns; Work with legal and tax professionals to optimize investment structures; and Oversee deal structuring, financing strategies, and capital allocation for portfolio companies. Requires a Bachelor’s degree or foreign equivalent in Business Administration, Finance or a related field, and at least seven years of experience as an Investment Banker, Statutory Auditor or a related occupation.
NewFinancial Services Team Associate - Fort Lauderdale, FL Coastal WealthFinancial Services Team Associate - Fort Lauderdale, FLFort Lauderdale, FL$20 / hourCompany Description Brian A. Madrigal, ChFC®, AAMS® a Financial Planner at Coastal Wealth, a growing financial services firm dedicated to helping individuals, families, and businesses build and protect their wealth. This role supports financial advisors with day-to-day client service, including preparing meeting materials, organizing client files, and responding to client inquiries in a timely and professional manner.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateFL$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateFL$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Litigation Attorney Hinshaw & Culbertson LLPFinancial Services Litigation AttorneyMiami, FLTitle:Financial Services Litigation AttorneyID:731229045Department:AttorneyLocation:Miami/Coral Gables, FLSalary Range:N/ASalary Range Note :N/AWorkplace Type:Hybrid. Hinshaw & Culbertson, a leading national law firm, seeks a mid-level litigation associate to join the Consumer Financial Services practice in its Miami/Coral Gables office.
Financial Services Regulatory & Compliance Associate (Mid-Level) Greenberg TraurigFinancial Services Regulatory & Compliance Associate (Mid-Level)Miami, FloridaCandidates will have between 3 and 5 years of financial services regulatory and compliance experience (particularly in the areas of banking, money services businesses, payment systems, FinTech firms). Salary will be determined based upon education, experience, job related factors permitted by law, internal equity, and market data, including geographic pay differentials in locations where market pay differs from the national average.
Patient Financial Services Representative I - Cardiac Services - FT - Days - MPG South Broward Hospital DistrictPatient Financial Services Representative I - Cardiac Services - FT - Days - MPGMiramar, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Regulatory Counsel (Financial Services / Lending) Southern Auto Finance CompanyRegulatory Counsel (Financial Services / Lending)Pompano Beach, FloridaSchedule: On-site in Florida, five days per week (not remote or hybrid) Drive Your Career Forward with SAFCO Southern Auto Finance Company (SAFCO) is a fast-growing, mission-driven auto finance lender helping customers across the nation move forward with confidence. As a key strategic advisor to our CEO, executive leadership team, and Board of Directors, you will shape company policy, strengthen our compliance posture, and ensure that every decision aligns with both regulatory obligations and business goals.
Tax Director - Financial Services Madison-DavisTax Director - Financial ServicesBoca Raton, FLA leading public accounting and advisory firm is seeking a Tax Director to provide strategic tax advisory, compliance oversight, and client relationship leadership within its Financial Services practice. The Tax Director will serve as a trusted advisor to clients on complex tax matters while helping drive practice growth, mentoring tax professionals, and contributing to the firm's overall business development initiatives.
Financial Services Representative - Boca Raton, FL FidelityFinancial Services Representative - Boca Raton, FLBoca Raton, FloridaRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Financial Services Representative - Coral Gables, FL FidelityFinancial Services Representative - Coral Gables, FLCoral Gables, FloridaRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerMiami, FL$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Insurance and Financial Services Position - State Farm Agent Team Member JAY MARTINEZ - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberHialeah, FLEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Part Time Financial Services Instructor - FLORIDA Bryant & Stratton CollegePart Time Financial Services Instructor - FLORIDAFL$30–$35 / hourFounded in 1854, Bryant & Stratton College offers real-world education leading to bachelors, associates, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. All instructors will possess and exhibit qualities of professionalism, integrity, self-esteem, self-motivation, and a strong desire to guide students to improve their career prospects.
NewSenior Financial Services Collector FiservSenior Financial Services CollectorCoral Springs, FloridaEstablish rapport with customers to effectively overcome objections and negotiate payment solutions on higher-risk or complex accounts. As a Senior Financial Services Collector, you will be responsible for managing complex delinquent accounts and engaging with customers to negotiate and secure payment arrangements.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesFL$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerFL$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerMiami, FL$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Senior Manager-Financial Advisory Services (OCFO Advisory) Berkowitz Pollack BrantSenior Manager-Financial Advisory Services (OCFO Advisory)Miami, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client’s organization.
Patient Financial Services Representative I-Peds Orthopedics-FT-Days-MPG Memorial Healthcare SystemPatient Financial Services Representative I-Peds Orthopedics-FT-Days-MPGHollywood, FloridaOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Financial Services Tax Senior Madison-DavisFinancial Services Tax SeniorSouth Florida, FLThis role provides exposure to hedge funds, private equity funds, real estate funds, and investment managers, supporting both tax compliance and advisory engagements. Prepare and review tax returns for hedge funds, private equity funds, real estate funds, general partners, and investment managers.
Financial Advisor, Truist Investment Services, Miami, FL Truist BankFinancial Advisor, Truist Investment Services, Miami, FLMiami, Florida2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Consultant, Truist Investment Services, Fort Lauderdale, FL Truist BankFinancial Consultant, Truist Investment Services, Fort Lauderdale, FLFort Lauderdale, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Insurance and Financial Services Position - State Farm Agent Team Member Jimmy Peralta - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberHollywood, FLSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Patient Financial Services Representative I-Peds Orthopedics-FT-Days-MPG South Broward Hospital DistrictPatient Financial Services Representative I-Peds Orthopedics-FT-Days-MPGHollywood, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Patient Financial Services Representative I- Peds Otolaryngology-FT-Days-MPG South Broward Hospital DistrictPatient Financial Services Representative I- Peds Otolaryngology-FT-Days-MPGHollywood, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.