NewTax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridPalm Beach Gardens, 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.
NewSenior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$170,000–$220,000 / 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. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementStuart, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Retail Customer Service Associate FedExRetail Customer Service AssociatePalm Beach Gardens, 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.
NewTravel Agent - Boynton Beach, FL ACS Auto Club Services, Inc.Travel Agent - Boynton Beach, FLBoynton Beach, FL$40,000–$87,000By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. Sells cruises, tours, hotel accommodations, air travel, car rental, travel insurance, AAA credit cards, AAA memberships and related travel products and services.
Senior Portfolio Manager First Horizon BankSenior Portfolio ManagerPalm 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. The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio.
Banking Center Manager First Horizon BankBanking Center ManagerPalm 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. 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.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesFL$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Services Representative - Palm Beach Gardens, FL FidelityFinancial Services Representative - Palm Beach Gardens, FLPalm Beach Gardens, 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 Advisor Truist Investment Services, Palm Beach Gardens, FL Truist Financial CorpFinancial Advisor Truist Investment Services, Palm Beach Gardens, FLPalm Beach Gardens, FLGeneral 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. Please review the following job description: 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.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesFL$85,000–$150,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Consulting Sales Executive, Financial Services & Banking PegasystemsConsulting Sales Executive, Financial Services & BankingWest Palm Beach, FL$194,900–$296,900 / yearIn this high-impact, sales quota, client-facing role, you’ll combine sales acumen, delivery understanding, and business advisory skills to shape some of the most strategic digital transformation initiatives in the market. Expect to work at pace—navigating multiple deals, advising executive decision-makers, and representing Pega’s thought leadership across Blueprint, AI-enabled delivery, and our wider consulting ecosystem.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)FLMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)FLMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Insurance and Financial Services Position - State Farm Team Member Leonardo Hurtado - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberBoynton Beach, FLAs a Insurance and Financial Services Position - State Farm Team Member with Leonardo Hurtado - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalPort St Lucie, FloridaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
NewPatient Financial Service Representative- Multi-Specialty -FT-Days- MPG Wellington South Broward Hospital DistrictPatient Financial Service Representative- Multi-Specialty -FT-Days- MPG WellingtonWellington, 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.
Bilingual (Creole-English) Financial Service Representative Money MartBilingual (Creole-English) Financial Service RepresentativeLake Worth, FloridaWith over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards. Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
Financial Advisor - Guardians Credit Union LPL FinancialFinancial Advisor - Guardians Credit UnionWest Palm Beach, Florida$40,000–$60,000 / yearThis employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to join Guardians Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Guardians Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Merrill Advisor Development Program - Financial Advisor: Palm Beach Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Palm Beach MarketPalm Beach, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementStuart, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Center Manager - Jupiter Square Financial Center Bank of AmericaFinancial Center Manager - Jupiter Square Financial CenterJupiter, FloridaKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewFinancial Advisor Northwestern MutualFinancial AdvisorPalm Bch Gdns, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Advisor - Palm Beach, FL U.S. BankFinancial Advisor - Palm Beach, FLPalm Beach, FloridaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Financial Planning Consultant Raymond James Financial IncFinancial Planning ConsultantStuart, FLWe expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
Financial Advisor - Palm Beach, FL U.S. BancorpFinancial Advisor - Palm Beach, FLPalm Beach, FL$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Branch Manager, Ameriprise Financial Advisors - Palm Beach Gardens, FL Ameriprise Financial IncBranch Manager, Ameriprise Financial Advisors - Palm Beach Gardens, FLPalm Beach Gardens, FLKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. • Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Financial Representative Entry Level The McKernan GroupFinancial Representative Entry LevelWest Palm Beach, FLLocated at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.
Business Services Representative (Small Business Specialist - External Business Development) First Citizens BancShares IncBusiness Services Representative (Small Business Specialist - External Business Development)Stuart, FLRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Business Services Representative (Small Business Specialist - External Business Development) First Citizens BankBusiness Services Representative (Small Business Specialist - External Business Development)Stuart, FloridaFull timeRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
NewRelationship Banker - Palm Beach Lakes Financial Center Bank of America CorpRelationship Banker - Palm Beach Lakes Financial CenterWest Palm Beach, FLOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Financial Solutions Advisor - PBG Treasure Coast Market Bank of America CorpFinancial Solutions Advisor - PBG Treasure Coast MarketFLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Financial Aid Advisor HCI CollegeFinancial Aid AdvisorWest Palm Beach, FLResponsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.
Business Services Tech-Level 1 - Associate (0 - 5 Years) Abacus Service CorporationBusiness Services Tech-Level 1 - Associate (0 - 5 Years)Palm Beach Gardens, FLThis role offers an excellent opportunity to develop your skills in financial reporting, data management, and compliance, all while working in the beautiful setting of Palm Beach Gardens, FL. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from and its affiliates, and contracted partners.
Financial Solutions Advisor Registration Candidate - PBG Treasure Coast Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - PBG Treasure Coast MarketJupiter, FLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Senior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal Holdings LLCSenior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS)West Palm Beach, FLIdentifying opportunities to significantly reduce cost structure by changing business leadership structure, sales and sales support staffing levels, business unit and functional management structure, and improvements to efficiency of all major back-office functions. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Government Services Manager Consultant- FEMA TAG EisnerAmper, LLC (Inactive)Government Services Manager Consultant- FEMAWest Palm Beach, FLRemoteThis role is ideal for someone with strong familiarity with Federal Emergency Management Agency (FEMA) funded initiatives, including the Public Assistance, Individual Assistance, Hazard Mitigation, and Building Resilient Infrastructure and Communities programs and a proven track record of supporting complex programs in a compliance- or finance-related role. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Business Services Tech-Level 1 - Associate (0 - 5 Years) StratAcuity Staffing Partners IncBusiness Services Tech-Level 1 - Associate (0 - 5 Years)FL$15–$18 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
Partner, Forensic, Litigation & Valuation Services TAG EisnerAmper, LLC (Inactive)Partner, Forensic, Litigation & Valuation ServicesWest Palm Beach, FL$280,000–$400,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Divided into five main arms of Bankruptcy & Restructuring, Forensic Accounting, Transactional Advisory Services, Corporate Finance and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes.
Senior Manager, Financial Technology TBC CorpSenior Manager, Financial TechnologyPalm Beach Gardens, FLThis role will be a key contributor within TBC's ERP transformation initiative integrating AI, championing the FP&A function by driving critical design decisions and orchestrating seamless integrations with IBM Planning Analytics (TM1) and/or spearheading the deployment of a next-generation financial planning platform. Additionally, TBC responds to the needs of consumers in search of total car care at nearly 470 franchised tire and automotive service centers under the award-winning Big O Tires brand.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)FLOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Financial Counseling Specialist Ensemble Health PartnersFinancial Counseling SpecialistJupiter, FloridaThis position handles the accurate verification and calculation of patient liabilities including previous balances, collection of patient payments, and may require nights, weekends, and holidays, as necessary. Assists in facilitating daily inhouse call reviews to include all needed parties to validate that patients have a valid payor source with authorization on the account for the current stay.
Fiduciary Services Product Manager Flagstar Bank NAFiduciary Services Product ManagerPalm Beach, FL$85,059.75–$134,762 / yearFamily Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Fiduciary Services Product Manager supports the development, execution, and ongoing enhancement of fiduciary service offerings, including third-party trustee solutions and philanthropic vehicles.
Technical services specialist-Level 1 - Associate (0 - 5 Years) StratAcuity Staffing Partners IncTechnical services specialist-Level 1 - Associate (0 - 5 Years)FL$30–$33 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Utilize market portals for various ISO/RTOs including ISO-NE, NYISO, PJM, SERC, SPP, MISO, ERCOT, CAISO, WECC, IESO, and AESO.
Director of Tax Planning Services GC2 ResourcesDirector of Tax Planning ServicesWest Palm Beach, FLRemoteRemote The Director of Tax Planning Services serves as the firm's senior authority on advanced tax planning strategy, responsible for designing, leading, and scaling a best in class tax planning practice for high net worth individuals, closely held businesses, and real estate focused clients. The Director owns the strategy, quality, and growth of the Tax Planning Services function and partners closely with firm leadership and client facing teams to deliver proactive, compliant, and impactful tax planning outcomes.
Director, Federal Tax (Private Client Services) Alvarez & Marsal Holdings LLCDirector, Federal Tax (Private Client Services)West Palm Beach, FLHow you will contributeAs a Director within Private Client Services Tax you willManage tax and consulting services projects for high net worth individuals in the areas of individual income tax wealth transfer and succession planningand international taxDemonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows 1040 1041 709 and FinCEN 114Work as part of a multidisciplinary team assisting with tax-planning responsibilities for individual clientsIdentify research and provide analysis on a wide range of complex tax issuesManage risk resources staffing and financial performance for multiple engagements at once including billing collections and project budgetsIdentify key tax issues and accurately quantify the impact to in a clear concise and thoughtful analysisBuild client relationships and demonstrate a working knowledge of client businessesConduct day-to-day management of accounts to ensure delivery of timely and accurate work productSupervise develop mentor and motivate our Associates Senior Associates and Managers by actively participating in their advancement through on-the-job training providing performance feedback counseling and fostering our team-based atmosphereManage workload and deadlines for Associates Senior Associates and Managers with a focus on quality efficiency and effectiveness of the project teamsDemonstrate commitment and desired behaviors while working with others that have diverse experiences skills and perspectivesRegularly supports business development efforts. Sees opportunities for add on work thought leadership new client pitches and optimizing the compliance processQualificationsBachelors degree in Accounting5 years of experience primarily focused on working with high net worth individuals in providing tax planning services reviewing client workpapers and preparing income tax returnsCPA or Licensed AttorneyPrior proven experience leading others while managing multiple work streamsDemonstrated success as a trusted tax and business advisor building relationships identifying and addressing client needs and delivering high quality deliverablesPassion for training and mentoring staffExcellent verbal and written communication skills with the ability to establish credibility and influence clientsExcellent research writing and analytical skillsAdvanced user of all Microsoft Office products with an emphasis on ExcelExperience with GoSystems OneSource and research software preferredAbility to simultaneously work on several projects and effectively manage deadlinesHigh motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approachesDetail-oriented and possess strong organizational skillsYour journey at A&MWe recognize that our people are the driving force behind our success which is why we prioritize an employee experience that fosters each persons unique professional and personal development.
Auxiliary Services Specialist Palm Beach State CollegeAuxiliary Services SpecialistLake Worth, FloridaResponsible for the coordination of key auxiliary services programs, including the day to day administration of the College’s textbook affordability program, campus card services, vendor relations, marketing initiatives, and the oversight of student workers What a day of an Auxiliary Services Specialist looks like : Reviews and maintains financial records including deposits, purchases, and other financial transactions. By joining us, you will be exposed to professionals from across the U.S. and abroad who are the strivers, reinventors, explorers, and influencers dedicated to developing talent that fills the most needed workforce roles.
Senior Registered Client Service Associate Raymond James Financial IncSenior Registered Client Service AssociatePalm Beach, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
NewFinancial Specialist - Wellington - Banking experience required Synovus Financial CorpFinancial Specialist - Wellington - Banking experience requiredWellington, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.